NISM 10A Investment Adviser Level 1 Notes

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  • KYC Verification: Uses Aadhaar, PAN, and other documents for authenticity.
  • NRI Repatriation: Funds can be repatriated under FEMA’s LRS limits.
  • Payment Modes: Support instant and secure transactions for investments.
  • Folio Consolidation: Merges multiple holdings for simplified portfolio management.
  • Status Updates: Reflect changes in investor status like NRI to resident.

NISM 10A NISM Investment Adviser Level 1

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