NISM 10B Investment Adviser Level 2 Notes
Page 149 Of 180
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Portfolio Rebalancing: Counters biases like disposition effect.
Financial Planning: Aligns investments with client goals, not biases.
Nudging Techniques: Simplifies choices to improve decisions.
Education: Enhances client awareness of behavioural pitfalls.
Market Bubbles: Driven by herding and overconfidence.
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NISM 10B NISM Investment Adviser Level 2
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