Mutual Fund Mastery

Learn to read any mutual fund and match it to the right goals.

₹2,999₹4,99940% off

A mutual fund advisor helps people choose the right funds for their money and goals. In this six-week bootcamp you learn to read and compare funds, understand their risk, returns, tax and rules, and decode the scheme documents most people skip. You'll clear your doubts in live sessions and finish by building a mutual fund portfolio for your CV.

6 weeks

One module each week, capstone in week six.

24 learning hours

Video lessons, simulations and Fin Maverick grade notes across the six weeks.

Live doubt-clearing

Cohort-based, with mentor sessions to get you unstuck.

1 capstone

A fund portfolio you can put on your CV.

You leave with proof, in writing

Beyond the capstone, finishing the bootcamp earns you three verifiable documents you can add to a CV or an application, each one signed and verified by Fin Maverick.

Certified by Fin Maverick
Financial Excellence Award • 2026
Certificate of Appreciation
This is to proudly recognize
Your Name
for Outstanding Contribution
FM Verified
finmaverick.com Appreciation Award

Certificate of Appreciation

Recognises exceptional participation, initiative and contribution across the bootcamp.

Certified by Fin Maverick
Finance Internship Program • 2026
Certificate of Internship
This is to proudly certify that
Your Name
of Your University
FM Verified
finmaverick.com Finance Internship

Certificate of Internship

Awarded for completing the Fin Maverick internship, end to end.

Certified by Fin Maverick
Professional Recommendation • 2026
Letter of Recommendation
This letter is proudly presented for
Your Name
from Fin Maverick
FM Verified
finmaverick.com Letter of Recommendation

Letter of Recommendation

A formal recommendation for future academic and professional opportunities.

How the 6 weeks work

Six weeks, one clear path from day one to a finished project. A module a week, a milestone each time, nothing that feels like busywork.

Ends in 1 capstone, a CV-ready mutual fund portfolio
01
Week 01

Onboarding and first lessons

Get matched to your cohort and track, meet your mentors, and set your goals, then ease in with your first 3 learning hours.

02
Week 02

Learn and build your first milestone

3 learning hours plus your first milestone project, a small piece of real work that puts the week's concepts into practice.

03
Week 03

Keep building

3 more learning hours and another milestone project. Each one stacks toward your capstone, so nothing you do is busywork.

04
Week 04

Go deeper

3 learning hours and your third milestone project. By now the work is starting to look like the real job.

05
Week 05

Tie it together

2 focused learning hours, then a 2-hour live doubt-clearing and wrap-up session. Bring every question, leave with nothing unclear.

06
Week 06

Build your capstone

A full week dedicated to one thing: creating the finished, CV-ready project that proves you can do the job.

The structure, chapter by chapter

Open any chapter to see what it covers, what you will be able to do, and the milestone you build.

01 Week 01Pooled Investment Vehicles, Mutual Fund Industry & Infrastructure
What it covers
What pooled investment vehicles are and why they exist
How the mutual fund industry is structured
Key infrastructure: AMCs, custodians, registrars and trustees
By the end

Map the mutual fund ecosystem from regulators to registrars and understand how money flows through the system.

02 Week 02Classification of Mutual Funds
What it covers
Equity, debt, hybrid and solution-oriented categories
Open-ended vs closed-ended vs interval structures
SEBI categorisation and rationalisation norms
By the end

Classify any fund by type, structure and objective, and explain what each category is designed to do.

Fund Classification Map Your category and structure breakdown
03 Week 03Calculating Mutual Fund Risks and Rewards
What it covers
NAV, returns and performance measurement
Risk metrics: standard deviation, Sharpe ratio, beta and alpha
Benchmarking and peer comparison
By the end

Measure a fund's risk-adjusted returns, compare it against benchmarks and peers, and spot the numbers that matter.

Risk-Return Analysis Your fund performance and risk scorecard
04 Week 04Taxation, Regulations & Deconstructing Scheme Documents (Part 1)
What it covers
Tax treatment of mutual fund gains: STCG, LTCG and indexation
SEBI regulations and compliance framework
How to read a Scheme Information Document (SID)
By the end

Navigate the tax and regulatory landscape and start reading scheme documents the way a professional advisor does.

Regulation & Tax Primer Your taxation and compliance reference
05 Week 05Scheme Selection & Deconstructing Scheme Documents (Part 2)
What it covers
Scheme selection frameworks and filters
Fact sheet, KIM and SAI analysis
Matching funds to investor goals and risk profile
By the end

Pick funds for a specific investor profile and justify each choice with evidence from scheme documents.

Scheme Selection Note Your fund picks and rationale
06 Week 06Capstone: Construct a Mutual Fund Portfolio
What it covers
Assemble analysis from weeks 1–5
Build a goal-based mutual fund portfolio
Present allocation rationale and rebalancing plan
By the end

A finished, CV-ready mutual fund portfolio that proves you can analyse, select and allocate funds for real goals.

Capstone Published mutual fund portfolio

Five ways you actually learn

Every week runs on the same building blocks, so you are always doing the work, not just reading about it.

01

Video lessons

Short two to six minute videos that work the concept through on the live case, so you see the method in motion before you try it.

02

Fin Maverick grade notes

Applied

Concise, structured notes that turn the week into frameworks, checklists and examples you can revisit while building your portfolio.

03

Simulations

Practice inside realistic scenarios, with the same trade-offs advisors face when they read funds, compare risks and match goals.

04

Weekly milestones

Each week ends with one concrete deliverable, so your final capstone is built in parts instead of rushed at the end.

05

Live mentor clearing

Cohort

A live session brings the loose ends together before the capstone, so you enter the final week with your doubts resolved.

Proof, not promises

"

The scheme document module changed everything. I can now read a SID and know exactly what to look for before recommending a fund.

AS Anika SharmaFinance student
"

I built a portfolio I could walk through in an interview. The capstone made me confident, not just knowledgeable.

VM Varun MehtaWealth advisory
"

Understanding risk metrics like Sharpe and beta clicked during the simulations. I finally get why these numbers matter.

PN Priya NairBootcamp learner
"

The taxation module saved me hours of confusion. Now I can explain capital gains tax on funds clearly to anyone.

AR Arjun ReddyPortfolio analyst
"

Six weeks felt short, but every week built on the last. By the end I knew exactly how to pick a fund and explain why.

MK Meera KapoorMF distributor
Launch your GraphyLaunch your Graphy
100K+ creators trust Graphy to teach online
𝕏
Fin Maverick 2026 Privacy policy Terms of use Contact us Refund policy