NISM 10A Investment Adviser Level 1 Notes
Page 21 Of 181
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Financial Position Evaluation: Analyzes income, expenses, assets, and liabilities to assess client health.
Liquidity Needs: Ensures sufficient liquid assets to cover short-term expenses or emergencies.
Expense Control: Identifies areas to reduce spending to increase savings for goals.
Savings Adequacy: Evaluates if current savings meet future financial needs.
Debt Assessment: Reviews liabilities to ensure they align with repayment capacity.
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NISM 10A NISM Investment Adviser Level 1
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