This book offers you a simple, step-by-step roadmap for creating wealth through mutual funds. Using an easy to understand lesson-a-day approach, the book transforms financial concepts into practical knowledge which you can use with confidence.

Here is What You’ll Learn:

• How to set your financial goals and build a disciplined investment plan.

• How to understand every major mutual fund category, including equity funds, debt funds, hybrid funds, index funds, ETFs, and FoFs.

• How to master essential concepts, such as NAV, SIPs, expense ratio, diversification, asset allocation, and risk management.

• How to create your own goal-based investment portfolio, including practical strategies and real-world examples.

• How to harness the power of compounding to build long-term wealth and financial independence.

• How to plan confidently for retirement, children’s education, home purchase, and other life goals.

• Tax-efficient investing and compliance.

Rather than chasing quick profits or market speculation, this book focuses on a disciplined, long-term investment approach through mutual fund investing built on financial knowledge and informed decision making. Every chapter will develop your expertise and confidence, helping you make smarter investment choices to build your wealth.

BALACHANDRAN VISWARAM is a SEBI Registered Investment Adviser (RIA) and Research Analyst (RA). He writes regular columns on investing, personal finance concepts, and retirement planning in The Week, Dhanam Magazine, and Malayala Manorama Sampadyam.

He is also a full-time options trader and trainer with Manorama Horizon and Udemy. Before becoming a trader, he worked in the IT sector and also tried his hand at entrepreneurship. He is happily married has three children and lives in Kochi, Kerala. He can be reached at @viswaram.