NISM 10B Investment Adviser Level 2 Notes

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  • Behavioural Biases: Affect risk perception and decision-making.
  • Asset Allocation: Balances risk and return based on profile.
  • Strategic Allocation: Long-term mix of equity, debt, and other assets.
  • Tactical Allocation: Short-term adjustments based on market conditions.
  • Dynamic Allocation: Adjusts risk exposure as goals approach.

NISM 10B NISM Investment Adviser Level 2

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