Course Format:



1 Weeks


5 Hours/Week



What will you learn in the course?

  • Overview of Mutual Funds
  • Characteristics of Mutual Funds and its Benefits
  • Responsibilities of a Fund Accountant
  • Calculation of Net Asset Value
  • Concept of Transfer Agents
  • Need for Retirement and Education Savings Plans

Features Include

What is Mutual Fund?

A Mutual Fund is a professionally managed investment fund that pools money from numerous investors to buy securities

Mutual Funds can invest money in stocks, bonds, money market instruments, or other assets to achieve targeted returns

Diversity, liquidity, and expert management are the all benefits of Mutual Funds. They do, however, incur Mutual Fund fees and costs

Make a life-changing career decision now!

Mutual Fund Investments have seen a steady growth globally in recent years, driven by increasing investor awareness, technological advancements, and a shift towards passive investing. Hence, it is critical to understand the characteristics of Mutual Funds as a tool of investment if you want to work in financial markets and institutions. You must learn to calculate Net Asset Value (NAV), understand the role of transfer agents, and the need for retirement and education savings plans. Here is what you can look forward to in terms of career and job prospects.


Contribution of the financial services sector towards India’s GDP (Source: Fisdom)


Growth per year witnessed in the financial services sector in India (Source:

₹8.74 LPA

Average salary in financial services industry in India (Source: PayScale)

Program for you

Is the programme for you?

Understanding Mutual Funds and Role of a Transfer Agency Course is a smart way to achieve the growth you seek in your career, especially if you are:

  • A graduate or postgraduate student, wanting to learn this skill
  • A jobseeker or working professional, seeking to upskill in financial services sector

Available Value Packs

Why TCS iON?


Online Learning Platform




Courses, Tests and Certifications


Mentor Support


Upskilling Destination

  • This course is created in association with

Related Course(s)