NISM 10A Investment Adviser Level 1 Notes

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  • Psychographic Analysis: Considers investor behavior and risk attitudes.
  • Life Cycle Analysis: Aligns investments with life stages like accumulation or retirement.
  • Risk Forecasting: Estimates potential volatility of asset classes.
  • Return Forecasting: Predicts expected returns based on historical and economic data.
  • Benchmarking: Compares portfolio performance to indices like Nifty or Sensex.

NISM 10A NISM Investment Adviser Level 1

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