NISM 10A Investment Adviser Level 1 Notes
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Goal Funding: Matches savings and investments to specific financial objectives.
Financial Ratios: Uses metrics like net worth and leverage ratios to evaluate financial health.
Periodic Review: Regularly updates financial position to adapt to changing circumstances.
Income Diversification: Encourages multiple income sources to reduce financial risk.
Expense Prioritization: Focuses spending on essential needs to maximize savings.
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NISM 10A NISM Investment Adviser Level 1
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