NISM 10A Investment Adviser Level 1 Notes
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Estate Tools: Includes gifts during lifetime and wills post-death to ensure smooth, tax-efficient wealth transfer.
Savings Role: Savings from current income fund future needs, with adequacy relative to expenses determining financial stability.
Leverage Risks: Borrowing for financial assets increases risk due to price volatility, requiring careful consideration.
Net Worth Tracking: Periodic calculation of net worth helps monitor financial progress and guide planning.
Adviser Expertise: Financial planners provide specialized knowledge to navigate complex financial products and align them with client needs.
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NISM 10A NISM Investment Adviser Level 1
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