NISM 10A Investment Adviser Level 1 Notes
Page 93 Of 181
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Triggers in Investment: Events like market corrections or goal nearing prompt fund changes.
Investment Process: Involves KYC, account opening, and selecting suitable funds.
Systematic Transactions: Include SIPs, SWPs, and STPs for disciplined investing.
Investment Modes: Lump-sum or systematic investments cater to different needs.
Diversification Benefits: Reduces risk by spreading investments across assets.
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NISM 10A NISM Investment Adviser Level 1
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