Explore Crisil, a company of S&P Global
Understanding Investment Vehicles
Module Fees
Rs. 2500/-
Access period
3 months
Learning time
3 hours
In this eLearning module on Understanding Investment Vehicles, we will learn about the various investment vehicles available in India like Mutual Funds, Portfolio Management Services, Alternate Investment Funds, Insurance, Pension products. We will also focus on mapping asset allocation with investor's risk profile.
Why this course is right for you
Real life case studies
Real life case studies built leveraging our expertise in research, ratings & risk solutions
Interactive examples
Interspersed with practice exercises and interactive examples to help apply concepts...
Expert Speak
Insights incorporated in eLearning, based on 15+ years of classroom training experience
TOPIC |
SUB-TOPIC |
| Investment Vehicles |
• Introduction to Small Savings Instrument • GMS vs Gold ETFs • An Overview • Types of Investment Vehicles |
| Mutual Funds | • An Overview • Direct Investment vs. Mutual Funds • Systematic Investment Plan |
| Portfolio Management Services | • An Overview • Charges in PMS • Growth of PMS in India |
| Alternate Investment Funds | • An Overview • Types of AIF • Angel Funds • Growth of AIFs in India |
| Insurance | • Life Insurance : An Overview • General Insurance • Growth of General Insurance in India • Unit Linked Insurance Plans • Performance of ULIPs |
| Pension Products | • Overview of Pension Products |
| Real Estate Investment Trust | • Overview of Real Estate Investment Trust |
| Mapping Asset Allocation with Investor’s Risk Profile | • What you should know? |
Steps to purchase
- Go to Crisil Learning platform https://training.crisil.com/
- On https://training.crisil.com/ (Crisil Learning platform) – sign up to create your unique login ID and password
- Once your account is set up, search for "Understanding Investment Vehicles" from the search bar
- Select the e-learning module - Understanding Investment Vehicles, and click on buy now; it will get added to your cart
- Click on 'Cart' and purchase the module(s) with your debit or credit card
Sample Certificate
Share your digital certification in social media and earn recognition
Certification Badge
Frequently asked questions
Access to topics will be provided via our e-learning platform - training.crisil.com. You will need to create your login ID and password to set up your account. Post this, you can select the module and click on the 'Buy now' option. The selected module will be moved to the 'Cart' for payment via debit or credit card.
The modules are accessible for a period of 3 months from the date of purchase of the modules.
The mode of instruction is only via online.
The modules are self-study modules. They are interactive with animations, and also have 'knowledge checks' to assess the user on the concepts.
The modules cannot be accessed on mobiles or tablets. The only recommended mode is desktop or laptop.
The modules are accessible only on the online platform.
The modules are accessible any number of times for 3 months, from the date of enrolment.
You can email your queries to Crisil1Academy@crisil.com.
For any queries please contact to Pooja Yadav +91-7777073996 or write to us at
Crisil1academy@Crisil.com.
