NISM 10B Investment Adviser Level 2 Notes
Page 161 Of 180
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Goal-Based Investing: Aligns risk with specific financial objectives.
Conservative Profile: Prefers fixed income and low volatility assets.
Moderate Profile: Balances equity and debt for growth and stability.
Aggressive Profile: Favors equities for high growth potential.
Risk Tolerance Questions: Must be unbiased to avoid framing effects.
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NISM 10B NISM Investment Adviser Level 2
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