NISM 10B Investment Adviser Level 2 Notes

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  • Scenario Analysis: Evaluates outcomes under different market conditions.
  • Monte Carlo Simulation: Models portfolio outcomes using probabilities.
  • Adviser Role: Matches investments to client risk profiles.
  • Client Education: Improves understanding of risk and returns.
  • Regular Reviews: Adjusts risk profile for life or market changes.

NISM 10B NISM Investment Adviser Level 2

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