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RupeeCase Learn/Path 06/Intermediate

Indian Financial Products

Understand equity shares, IPOs, mutual funds, ETFs, derivatives, bonds, REITs, and commodities in India.

  • 9modules
  • 73 minof reading
  • 28question path test
  • Freewith a certificate
Start at 6.1See the stops

01The line

9 stops, in order.

Every product an Indian investor can actually buy. Equity, IPOs, mutual funds, ETFs, derivatives, bonds, REITs, InvITs, gold, international. What each is for and what it costs.

0of 9 done on this device

  1. 6.1Equity Shares, Structure, Rights and Corporate ActionsStructure, rights, corporate actions10 min
  2. 6.2IPOs and New ListingsBook building, grey market, SEBI rules8 min
  3. 6.3Mutual Funds, Structure, Types and Hidden CostsStructure, NAV, direct vs regular8 min
  4. 6.4ETFs, How They Work and Why They Matter for Systematic InvestorsTracking error, creation/redemption, liquidity8 min
  5. 6.5Index Funds vs ETFs vs Active, The Evidence in IndiaCost comparison, alpha generation8 min
  6. 6.6Derivatives, Futures and Options for the Systematic InvestorFutures margin, options, F&O settlement8 min
  7. 6.7Bonds and Fixed Income in IndiaYTM, duration, G-Sec, corporate bonds8 min
  8. 6.8REITs and InvITs, Listed Alternatives to Direct Real EstateDistribution, listing, asset types7 min
  9. 6.9Gold, Commodities, and International Investing for Indian InvestorsSGBs, gold ETFs, MCX, global diversification8 min, path test

02Outcomes

What you will be able to do.

  • 01Compare every Indian investment product: equities, MFs, ETFs, bonds, REITs
  • 02Understand IPO book building, grey market premiums, and SEBI listing rules
  • 03Evaluate derivatives mechanics: F&O margins, settlement, and hedging
  • 04Build global exposure through international funds and commodities

03Certificate

Pass the path test.
Keep the proof.

Complete the 9 module quizzes, then take the 28 question path test at the end of Module 6.9. Pass to earn your certificate as a PNG with your name on it.

  1. 1Pass the 9 module quizzes7 of 10 on each, retake any time
  2. 2Take the 28 question path test20 correct to pass, no timer, at the end of module 6.9
  3. 3Get the certificateYour name, the path, the date, an ID and a QR code to verify it; PNG or PDF
Jump to the path test About the certificates

04Questions

About Path 06.

Which financial products can I buy in India?

Path 6 covers equity shares, IPOs, mutual funds, ETFs, derivatives, bonds, REITs and InvITs, gold and commodities, and international investing. Each module explains how the product works and when it is appropriate.

How do index funds, ETFs and active funds compare?

Module 6.5 compares cost and alpha generation across the three. Module 6.3 covers mutual fund expense ratios and direct versus regular plans, and Module 6.4 covers ETF tracking error and liquidity.

Where do I learn about derivatives in Path 6?

Module 6.6, Derivatives, covers futures margin, options and F&O settlement. It follows the modules on equity shares, IPOs, mutual funds and ETFs, and comes before bonds, REITs and gold.

Explore next

Where to go next.

Pillar guideIndian Markets14 modules across paths 1, 6 Apply it on RupeeCaseLarge Cap Multi AssetLargecap equity plus debt and gold, conservative core. Model, back tested.

Education only, not investment advice. RupeeCase is a technology platform operated by QC Alpha Technologies Pvt Ltd; it is not a fund, a PMS or a SEBI registered investment adviser. Model returns are back tested and not a promise of future returns. Figures carry the date they were checked.