Mutual Fund Mastery (Full Recording)

This recorded workshop is designed for investors who want a simple and structured approach to mutual fund investing without getting lost in market swings, fund rankings, or unnecessary portfolio churn.

Across this two-hour session, Finnovate’s wealth advisory team explains how disciplined investors build and maintain a mutual fund portfolio that can stay strong across different market cycles. The session focuses on practical frameworks rather than theory, helping you understand how professionals think about portfolio construction, benchmarking, and portfolio review.

One of the biggest mistakes investors make is tracking returns incorrectly. Many investors rely only on CAGR numbers shown in apps and factsheets, which often do not reflect the true performance of their investments. In this workshop, you will learn how to calculate and understand XIRR, which gives a more accurate picture of your actual returns.

Another important part of the workshop focuses on portfolio review and rebalancing. Many investors either review their investments too often or ignore them for years. This session introduces a simple quarterly review checklist that helps investors evaluate their portfolio calmly and make changes only when needed.

You will also learn how to read mutual fund factsheets, identify overlap between funds, and diagnose whether your current portfolio has duplication or gaps in asset allocation.

The workshop also explains the ARC framework for long-term wealth creation, which connects asset allocation, risk management, and investment cadence into a structured approach to compounding.

By the end of the session, you will have a clearer understanding of how to design a mutual fund portfolio, track your returns correctly, and maintain your investments with a disciplined review process.

This course includes the complete two-hour recording of the original workshop, along with the tracker templates and checklists discussed during the session.

What you will learn

• How to calculate your actual investment returns using XIRR
• The difference between CAGR and XIRR and when each matters
• How to construct a 6–8 fund mutual fund portfolio with minimal overlap
• Simple frameworks used by professionals to shortlist mutual funds
• How to read a mutual fund factsheet quickly and correctly
• How to diagnose and clean up an existing mutual fund portfolio
• A structured quarterly review checklist to avoid emotional investing
• The ARC framework for long-term wealth creation

Course Format

• Recorded session of approximately 2 hours
• Originally conducted as a workshop and now available as a recording