NIFTY 50₹22,500▲125.30(0.56%)•
SENSEX₹74,200▲412.50(0.56%)•
BANK NIFTY₹48,300▼210.40(0.43%)•
TATA MOTORS₹780.00▲12.45(1.62%)•
INFOSYS₹1,520.00▼18.20(1.18%)•
WIPRO₹475.00▲5.60(1.19%)•
RELIANCE₹2,890.00▲34.50(1.21%)•
TCS₹3,650.00▼28.10(0.76%)•
HDFC BANK₹1,580.00▲15.20(0.97%)•
ICICI BANK₹1,120.00▲8.90(0.80%)•
SBI₹820.00▼5.30(0.64%)•
BHARTI AIRTEL₹1,650.00▲22.80(1.40%)•
HUL₹2,380.00▼12.40(0.52%)•
ITC₹445.00▲3.20(0.72%)•
KOTAK BANK₹1,780.00▲14.60(0.83%)•
LT₹3,420.00▼45.20(1.30%)•
AXIS BANK₹1,080.00▲9.50(0.89%)•
BAJAJ FINANCE₹7,200.00▲85.40(1.20%)•
MARUTI₹12,400▼150.00(1.19%)•
ASIAN PAINTS₹2,850.00▲18.90(0.67%)•
HCLTECH₹1,420.00▼16.30(1.14%)•
TITAN₹3,250.00▲42.60(1.33%)•
ADANI PORTS₹1,380.00▼22.40(1.60%)•
POWER GRID₹310.00▲4.80(1.57%)•
NTPC₹365.00▲6.20(1.73%)•
SUNPHARMA₹1,680.00▼8.50(0.50%)•
NIFTY 50₹22,500▲125.30(0.56%)•
SENSEX₹74,200▲412.50(0.56%)•
BANK NIFTY₹48,300▼210.40(0.43%)•
TATA MOTORS₹780.00▲12.45(1.62%)•
INFOSYS₹1,520.00▼18.20(1.18%)•
WIPRO₹475.00▲5.60(1.19%)•
RELIANCE₹2,890.00▲34.50(1.21%)•
TCS₹3,650.00▼28.10(0.76%)•
HDFC BANK₹1,580.00▲15.20(0.97%)•
ICICI BANK₹1,120.00▲8.90(0.80%)•
SBI₹820.00▼5.30(0.64%)•
BHARTI AIRTEL₹1,650.00▲22.80(1.40%)•
HUL₹2,380.00▼12.40(0.52%)•
ITC₹445.00▲3.20(0.72%)•
KOTAK BANK₹1,780.00▲14.60(0.83%)•
LT₹3,420.00▼45.20(1.30%)•
AXIS BANK₹1,080.00▲9.50(0.89%)•
BAJAJ FINANCE₹7,200.00▲85.40(1.20%)•
MARUTI₹12,400▼150.00(1.19%)•
ASIAN PAINTS₹2,850.00▲18.90(0.67%)•
HCLTECH₹1,420.00▼16.30(1.14%)•
TITAN₹3,250.00▲42.60(1.33%)•
ADANI PORTS₹1,380.00▼22.40(1.60%)•
POWER GRID₹310.00▲4.80(1.57%)•
NTPC₹365.00▲6.20(1.73%)•
SUNPHARMA₹1,680.00▼8.50(0.50%)•
NIFTY 50₹22,500▲125.30(0.56%)•
SENSEX₹74,200▲412.50(0.56%)•
BANK NIFTY₹48,300▼210.40(0.43%)•
TATA MOTORS₹780.00▲12.45(1.62%)•
INFOSYS₹1,520.00▼18.20(1.18%)•
WIPRO₹475.00▲5.60(1.19%)•
RELIANCE₹2,890.00▲34.50(1.21%)•
TCS₹3,650.00▼28.10(0.76%)•
HDFC BANK₹1,580.00▲15.20(0.97%)•
ICICI BANK₹1,120.00▲8.90(0.80%)•
SBI₹820.00▼5.30(0.64%)•
BHARTI AIRTEL₹1,650.00▲22.80(1.40%)•
HUL₹2,380.00▼12.40(0.52%)•
ITC₹445.00▲3.20(0.72%)•
KOTAK BANK₹1,780.00▲14.60(0.83%)•
LT₹3,420.00▼45.20(1.30%)•
AXIS BANK₹1,080.00▲9.50(0.89%)•
BAJAJ FINANCE₹7,200.00▲85.40(1.20%)•
MARUTI₹12,400▼150.00(1.19%)•
ASIAN PAINTS₹2,850.00▲18.90(0.67%)•
HCLTECH₹1,420.00▼16.30(1.14%)•
TITAN₹3,250.00▲42.60(1.33%)•
ADANI PORTS₹1,380.00▼22.40(1.60%)•
POWER GRID₹310.00▲4.80(1.57%)•
NTPC₹365.00▲6.20(1.73%)•
SUNPHARMA₹1,680.00▼8.50(0.50%)•
NIFTY 50₹22,500▲125.30(0.56%)•
SENSEX₹74,200▲412.50(0.56%)•
BANK NIFTY₹48,300▼210.40(0.43%)•
TATA MOTORS₹780.00▲12.45(1.62%)•
INFOSYS₹1,520.00▼18.20(1.18%)•
WIPRO₹475.00▲5.60(1.19%)•
RELIANCE₹2,890.00▲34.50(1.21%)•
TCS₹3,650.00▼28.10(0.76%)•
HDFC BANK₹1,580.00▲15.20(0.97%)•
ICICI BANK₹1,120.00▲8.90(0.80%)•
SBI₹820.00▼5.30(0.64%)•
BHARTI AIRTEL₹1,650.00▲22.80(1.40%)•
HUL₹2,380.00▼12.40(0.52%)•
ITC₹445.00▲3.20(0.72%)•
KOTAK BANK₹1,780.00▲14.60(0.83%)•
LT₹3,420.00▼45.20(1.30%)•
AXIS BANK₹1,080.00▲9.50(0.89%)•
BAJAJ FINANCE₹7,200.00▲85.40(1.20%)•
MARUTI₹12,400▼150.00(1.19%)•
ASIAN PAINTS₹2,850.00▲18.90(0.67%)•
HCLTECH₹1,420.00▼16.30(1.14%)•
TITAN₹3,250.00▲42.60(1.33%)•
ADANI PORTS₹1,380.00▼22.40(1.60%)•
POWER GRID₹310.00▲4.80(1.57%)•
NTPC₹365.00▲6.20(1.73%)•
SUNPHARMA₹1,680.00▼8.50(0.50%)•
Mera SIP by Trustner
SIP Knowledge Academy

Learn SIP Investing Like a Pro

A structured, academy-style learning system covering everything from SIP fundamentals to advanced strategies. Definitions, real-life examples, formulas, quizzes, and more.

Start with SIP BasicsBrowse All Modules
16
Learning Modules
129+
Topics Covered
410+
Practice MCQs
535+
FAQs Answered

Choose Your Learning Path

Each module is designed as a complete learning unit with structured topics, real-world examples, interactive quizzes, and summary notes.

01
beginner45 min

SIP Basics

Master the fundamentals of Systematic Investment Plans. Learn what SIP is, how it works, and why it is one of the most powerful wealth-building tools for Indian investors.

9 Topics14 MCQs
What is SIP?
How SIP Works
SIP vs Lump Sum
+6 more topics
Start Learning
02
intermediate60 min

Advanced SIP Concepts

Go beyond the basics. Learn advanced SIP strategies like Step-up SIP, Trigger SIP, SIP taxation, and how to optimize your SIP for inflation and market volatility.

9 Topics9 MCQs
Step-up SIP
Trigger SIP
Perpetual SIP
+6 more topics
Start Learning
03
intermediate50 min

SIP Goal Planning

Learn how to use SIP strategically for specific financial goals — retirement, child education, house purchase, wealth creation, and the FIRE movement.

5 Topics5 MCQs
SIP for Retirement
SIP for Child Education
SIP for House Purchase
+2 more topics
Start Learning
04
intermediate40 min

SIP Asset Classes

Understand which types of mutual funds are suitable for SIP — equity, debt, hybrid, international, gold, and sectoral funds. Learn the risk-return profile of each.

6 Topics12 MCQs
Equity SIP
Debt SIP
Hybrid SIP
+3 more topics
Start Learning
05
beginner45 min

Investment Landscape

Understand why people invest, different asset classes, types of risk, and how to build a solid financial foundation. The starting point for every mutual fund distributor.

8 Topics32 MCQs
Why People Invest — Needs vs Wants vs Goals
Savings vs Investment — The Critical Difference
Asset Classes — Equity, Debt, Gold, Real Estate
+5 more topics
Start Learning
06
beginner40 min

What is a Mutual Fund?

Understand the concept, structure, and role of mutual funds in India. Learn how they work, their advantages, and how they compare to other investments — the foundation every distributor must know.

7 Topics25 MCQs
Concept of a Mutual Fund — Pooling Money Together
How Mutual Funds Work — NAV, Units, Folio
Growth of Mutual Fund Industry in India
+4 more topics
Start Learning
07
beginner60 min

SIP Mastery

The complete guide to Systematic Investment Plans — from basics to advanced strategies. Master SIP types, taxation, goal planning, and convince any client with confidence.

10 Topics34 MCQs
What is SIP & How It Works
SIP vs Lump Sum Investment
Power of Compounding in SIP
+7 more topics
Start Learning
08
intermediate75 min

Types of Mutual Fund Schemes

Master the complete SEBI categorization of mutual fund schemes — equity, debt, hybrid, and passive funds. Understand the current 36-category framework and the upcoming 40-category expansion effective April 2026. Essential for recommending the right fund to every client.

12 Topics47 MCQs
SEBI Categorization — From 36 to 40 Categories
Equity Funds — Large Cap, Mid Cap, Small Cap, Flexi Cap, Multi Cap
Equity Funds — Value, Contra, Dividend Yield, Focused
+9 more topics
Start Learning
09
intermediate35 min

Fund Structure & Key Players

Understand the three-tier mutual fund structure in India — Sponsor, Trustee, and AMC — plus the roles of custodian, RTA, SEBI, and AMFI. Essential NISM exam knowledge.

6 Topics24 MCQs
Three-Tier Structure — Sponsor, Trustee, AMC
Role of the Sponsor & Trustee
Role of the AMC (Asset Management Company)
+3 more topics
Start Learning
10
intermediate60 min

Legal & Regulatory Framework

Master the SEBI (Mutual Funds) Regulations 2026 (replacing the 1996 framework from April 1, 2026), offer documents (SID, SAI, KIM), investor rights, and advertisement guidelines. Highest weightage topic in the NISM VA exam.

8 Topics31 MCQs
SEBI (Mutual Funds) Regulations — Overview
Offer Document — SID, SAI & KIM Explained
Key Information Memorandum — What to Check
+5 more topics
Start Learning
11
intermediate50 min

NAV, Expenses & Pricing

Learn how NAV is calculated, understand Total Expense Ratio (TER) and the new BER framework under SEBI 2026 regulations, exit loads, cut-off timings, and pricing mechanisms. Key numerical concepts for the NISM VA exam.

7 Topics26 MCQs
What is NAV? — Calculation & Significance
Mark-to-Market & Fair Valuation Principles
Total Expense Ratio (TER) — Direct vs Regular Plans
+4 more topics
Start Learning
12
intermediate50 min

Taxation of Mutual Funds

Understand the complete tax treatment of mutual fund investments — STCG, LTCG, dividend taxation, stamp duty, TDS rules, and Section 80C benefits. Practical tax knowledge every distributor must have.

8 Topics31 MCQs
Tax Treatment — Equity vs Debt vs Hybrid Funds
Short-Term Capital Gains (STCG) — Rules & Rates
Long-Term Capital Gains (LTCG) — Rules & Rates (Post Budget 2024)
+5 more topics
Start Learning
13
intermediate50 min

Fund Distribution & Your Role

Understand who a mutual fund distributor is, how to get registered, commission structures, regulatory requirements, and the code of conduct. A complete career roadmap for MF distributors.

8 Topics27 MCQs
Who is a Mutual Fund Distributor? — Types & Categories
Becoming a Distributor — ARN, EUIN, AMFI Registration
Revenue Model — Trail Commission, Upfront & Clawback
+5 more topics
Start Learning
14
intermediate65 min

Investor Services & Transactions

Master NFO processes, KYC requirements, transaction types, cut-off timings, account statements, and investor grievance mechanisms. The highest-weightage operational topic in NISM VA.

10 Topics38 MCQs
NFO Process — New Fund Offer Explained
KYC Requirements — CKYC, In-Person Verification
Application Form — How to Fill Correctly
+7 more topics
Start Learning
15
advanced55 min

Risk, Return & Performance

Learn to measure returns (CAGR, XIRR, rolling), understand risk metrics (Sharpe ratio, beta, standard deviation), and read mutual fund factsheets like a pro. Essential for comparing funds.

8 Topics28 MCQs
Measuring Returns — CAGR, Absolute, XIRR, Rolling Returns
Benchmark & Alpha — Beating the Index
Risk Measures — Standard Deviation, Beta, Sharpe Ratio
+5 more topics
Start Learning
16
advanced55 min

Scheme Selection & Financial Planning

Learn how to select the right mutual fund scheme for every client, build model portfolios, conduct reviews, and avoid common mistakes. The capstone module combining all prior knowledge.

8 Topics27 MCQs
Know Your Client — Risk Profiling in Practice
Matching Schemes to Investor Needs
Scheme Selection — Performance, Consistency, Fund Manager
+5 more topics
Start Learning

How Our Learning System Works

Every topic follows a proven pedagogical structure designed for maximum retention and understanding.

STEP 01

Clear Definitions

Every topic starts with a precise, jargon-free definition followed by a simple explanation anyone can understand.

STEP 02

Real-Life Examples

See how concepts apply in everyday Indian financial scenarios with relatable stories and calculations.

STEP 03

Key Points & Formulas

Important takeaways, formulas, and numerical examples are highlighted for quick revision and deep understanding.

STEP 04

Quiz & Assessment

Test your knowledge with MCQ quizzes after every topic. Get instant feedback with detailed explanations.

What You Get in Each Topic

Precise definition of the concept
Simple explanation in everyday language
Real-life Indian scenario example
Bullet-point key takeaways
Mathematical formula (where applicable)
Worked-out numerical example
FAQ section with common doubts
MCQ quiz with explanations
Summary notes for quick revision
Related topics for further reading

Ready to Begin Your Learning Journey?

Start from the very basics and progress to advanced SIP strategies at your own pace. Every topic is free, forever.

Start with SIP Basics