Publications

CIEL’s publications are reading materials for its own certification programmes or for mandatory certification examinations prescribed by regulation, and therefore have to be completed by CIEL’s target learning groups of professionals in the investment industry.

Understanding Mutual Funds

understanding-mutual-funds-picture

Contributing Author(s): Uma Shashikant, Sunita Abraham, Arti Anand Bhargava and Girija Gadre

Understanding Mutual Funds is a beginner’s guide to mutual funds in India. The book deals with mutual fund products, their structure, portfolios and risk and return features.
This book covers the syllabus and test objectives of the NISM - Series V-A Mutual Fund Distributors Certification Examination. This book stays faithful to the syllabus for the examination and test objectives as outlined by NISM. Students who take the NISM examinations in preparation for their job and project placements will find this book useful.

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Product Maze- Choosing Financial Products

Selecting an Investment Which One is Right for You

Contributing Author(s): Uma Shashikant and Arti Anand Bhargava

The ‘One size fits all’ approach doesn’t work in financial planning. Your investment portfolio must be aligned to your risk profile, personal financial situation and life goals. Therefore, what you actually choose to invest into does really make a difference to your financial health.
Given the importance of this decision, this book leads you to the approach for determining the right mix of investments suited to your specific goals. The various cases will give you a practical solution to some tricky financial solutions.

This book is a good read for financial advisors who distribute mutual fund products to retail customers and individuals looking to build and manage their personal investment portfolio using various asset classes.

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Market Mantra - Your Guide to Tracking Equity and Debt

Market Mantra - Your Guide to Tracking Equity and Debt

Contributing Author(s): Uma Shashikant and Deepa Vasudevan

Smart investment requires a sound knowledge of asset markets and instruments and the ability to track and assess various market indicators. This book explains the primary and secondary markets for debt and equity, the different instruments that are issued and traded in these markets, and the basic processes of trading and settlement. You will be introduced to key indicators tracked in the capital market, and simple techniques to measure returns on mutual funds.

This book is a good read for financial advisors who distribute mutual fund products to retail customers and individuals looking to build and manage their personal investment portfolio using various asset classes.

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NRIs-Now Rigorous Investors

Now Rigorous Investors

Contributing Author(s):Girija Gadre

Non Resident Indians are a special category of investors. Their investments in financial products are governed by RBI, FEMA and exchange control guidelines.

This book focuses on the key aspects that one needs to understand when it comes to NRI investments. It deals with basics such as what constitutes a "NRI" and the different investment products in which NRIs can invest. It also explains the taxation aspects and operation nuances with respect to NRI Investments.

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