NISM 10B Investment Adviser Level 2 Notes
Page 151 Of 180
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Value Investing: Counters biases by focusing on fundamentals.
Framing in Advice: Presenting options to reduce loss aversion.
Goal-Based Investing: Aligns portfolios with specific objectives.
Behavioural Portfolio: Balances emotional and rational allocations.
Tax-Loss Harvesting: Uses disposition effect to offset gains.
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NISM 10B NISM Investment Adviser Level 2
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