NISM 10A Investment Adviser Level 1 Notes
Page 107 Of 181
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Portfolio Monitoring: Regular reviews ensure alignment with client goals.
Tax Efficiency: Managers optimize portfolios for post-tax returns.
Exit Options: Clients can exit PMS subject to terms and exit loads.
Investment Horizon: Typically long-term to maximize returns and manage risks.
Manager Expertise: Skilled managers enhance portfolio performance.
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NISM 10A NISM Investment Adviser Level 1
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