NISM 10A Investment Adviser Level 1 Notes

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  • Dynamic Adjustments: Adapts portfolio to changing market or client conditions.
  • Risk Management: Employs hedging and diversification to mitigate losses.
  • Portfolio Optimization: Uses models to find the best asset mix for goals.
  • Benchmark Selection: Chooses appropriate indices for performance comparison.
  • Tactical Opportunities: Exploits short-term market inefficiencies for higher returns.

NISM 10A NISM Investment Adviser Level 1

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