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The aim is to investigate how aware investors are of mutual funds as tools for achieving financial goals.

March 28, 2026International Journal of Versatile Research and AnalysisOpen Access

Awareness and perception of mutual fund as a tool for goal Oriented wealth creation in India

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The aim is to investigate how aware investors are of mutual funds as tools for achieving financial goals.
Analyzed investor awareness and perceptions regarding mutual funds.
Assessed the impact of financial literacy initiatives and digital platforms.
Evaluated the influence of socio-economic factors on investment behavior.
Investors show improved awareness of mutual funds due to education and digital access.
A gap persists between basic awareness and in-depth understanding of mutual funds.
Concerns over market volatility and transparency affect investor perceptions.

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Examines investor awareness of mutual funds in India, highlighting implications for financial literacy and participation.

Shrivastava et al. (2026) studied this question.

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