NISM 10A Investment Adviser Level 1 Notes
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Rebalancing Frequency: Determines how often to adjust portfolio weights.
Investor Profiling: Uses detailed analysis to tailor portfolios to client needs.
Correlation Benefits: Low correlation between assets reduces portfolio volatility.
Goal Prioritization: Allocates resources to critical financial objectives first.
Portfolio Review: Periodic assessments ensure continued alignment with goals.
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NISM 10A NISM Investment Adviser Level 1
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