NISM 10B Investment Adviser Level 2 Notes
Page 128 Of 180
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Gift Deed: Transfers assets during lifetime, often tax-free.
Trust: Manages assets for beneficiaries, avoids probate.
Nomination: Designates recipients for assets like bank accounts.
Joint Ownership: Assets pass to surviving owner automatically.
Power of Attorney: Authorizes agent to manage assets during lifetime.
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NISM 10B NISM Investment Adviser Level 2
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