NISM 10A Investment Adviser Level 1 Notes
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Tax Implications: Capital gains taxed based on holding period and asset type.
Client Reporting: Detailed reports on portfolio performance and transactions.
Investment Flexibility: PMS allows investment in equities, debt, and alternatives.
Risk Tolerance: Portfolios tailored to client’s risk appetite and goals.
Performance Benchmarking: Compared against indices like Nifty or BSE Sensex.
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NISM 10A NISM Investment Adviser Level 1
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