SLM Mutual Fund Services Private Limited · Udaipur, RajasthanCall: +91 86962 49249   |   AMFI ARN: 114589
Financial education · Online & offline

Learn. Understand.
Invest wisely.

Financial Pathshala is an educational initiative by SLM Mutual Fund Services Private Limited. Join practical learning sessions that make financial concepts easier to understand and help you ask the right questions before making investment decisions.

Knowledge can support better decisions. It cannot remove market risk or guarantee returns.
Illustrative Indian community financial literacy workshop; not an SLM event
Financial learning in the communityIllustrative workshop photo · not an SLM event
◎ Live online webinars
◉ In-person workshops
▤ Practical examples
✓ Risk-aware learning
Illustrative financial literacy training session in India
About Financial Pathshala

Financial concepts made easier to understand.

Financial Pathshala conducts regular educational webinars and in-person sessions for people who want to build their understanding of mutual funds and investment-related concepts.

Sessions focus on explaining terminology, discussing factors that may affect investment outcomes, understanding risks and encouraging participants to evaluate information carefully before taking financial decisions.

Beginner-friendly learningOnline and offline formatsPractical examples and Q&ARisk and suitability awareness
Learn with an educator

Financial learning with Vinod Agrawal Sir

Our webinars are presented by Vinod Agrawal Sir, with sessions designed to explain financial concepts in a clear, approachable way.

Professional educator portrait placeholder
Webinar presenter

Vinod Agrawal Sir

Regular educational sessions cover SIP, SWP, NAV, mutual fund basics, investment considerations and risk awareness. Participants are encouraged to understand concepts, read official scheme documents and consider their own circumstances before making decisions.

Watch SLM learning videos ↗
What you can learn

Build your financial understanding

Explore important concepts through guided sessions, examples and discussions.

Savings and planning

SIP – Systematic Investment Plan

Understand periodic investing, rupee-cost averaging as a concept, market fluctuations and why SIPs do not guarantee profits or protect capital.

Financial planning documents

SWP – Systematic Withdrawal Plan

Learn how scheduled withdrawals work, how units may be redeemed and how withdrawals during falling markets can affect the remaining investment.

Financial market charts

NAV – Net Asset Value

Understand what NAV represents, how it is calculated and why a lower or higher NAV alone does not tell you whether a fund is better.

People reviewing financial information

Mutual Fund Fundamentals

Explore fund categories, scheme documents, benchmarks, portfolio composition, expense ratios, exit loads and other relevant details.

Financial planning and analysis

Goals, Time Horizon & Asset Allocation

Learn why goals, investment horizon, liquidity needs, risk tolerance and diversification matter when assessing options.

Group learning and discussion

Investor Awareness & Fraud Prevention

Recognise common warning signs, verify official communications and avoid sharing OTPs, passwords or account credentials.

Join a learning session

Online webinars and in-person workshops

SLM conducts educational sessions at regular intervals. Enquire about upcoming dates, topics, online participation and offline workshop arrangements.

Enquire About Upcoming Sessions →
Think before you invest

Understand the risks. Evaluate the details.

Financial education can help people identify questions to ask and factors to examine. It cannot eliminate investment risk or predict market outcomes.

What to consider before investing

  • Your financial goals and investment time horizon
  • Risk tolerance, income needs and liquidity requirements
  • Fund category, objective and asset allocation
  • Portfolio holdings, concentration and benchmark
  • Expense ratio, exit load and applicable taxes
  • Scheme Information Document and other official disclosures

Risks and threats to understand

  • Market volatility and possibility of capital loss
  • Interest-rate, credit and liquidity risks
  • Inflation and purchasing-power risk
  • Concentration and sector-specific exposure
  • Sequence-of-returns risk, especially during withdrawals
  • Fraudulent messages, impersonation and unrealistic return promises

Risk-aware practices to learn

  • Match investments to goals and risk capacity
  • Understand diversification and asset allocation
  • Review scheme documents and portfolio disclosures
  • Avoid decisions based only on recent performance or NAV
  • Review periodically rather than reacting impulsively
  • Use verified channels and never share OTPs or passwords

Questions worth asking

  • Do I understand how this product works?
  • What could cause its value to fall?
  • Can I remain invested for the intended period?
  • What are the costs and exit conditions?
  • How could withdrawals affect the remaining units?
  • Have I checked the latest official scheme documents?
Remember: Diversification, SIPs and other practices do not assure profits or guarantee protection against losses. Risk can be managed and understood, but it cannot be completely removed from market-linked investments.
Connect with us

Enquire about a webinar or learning session.

Contact SLM Mutual Fund Services Private Limited for information about upcoming online and offline educational sessions.

Office address301, Madhav Towers, Madhuban, Udaipur, Rajasthan – 313001
AMFI ARN (as supplied)114589
Official emailTo be added after confirmation

Webinar / General Enquiry

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Important disclaimer: Financial Pathshala is intended for general financial education and investor awareness. The information provided is educational and informational only; it is not investment advice, a personal recommendation, an offer or solicitation to buy or sell any mutual fund scheme or other financial product. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The value of investments and income from them may go up or down, and investors may lose some or all of their invested capital. Past performance is not indicative of future results. SIPs, SWPs, diversification and asset allocation do not guarantee returns or prevent losses. Investors should read the latest scheme documents and consider their goals, time horizon, liquidity needs and risk tolerance. Educational examples are illustrative only.