NISM 10B Investment Adviser Level 2 Notes
Page 162 Of 180
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Emergency Fund: Reduces need for premature risky asset sales.
Tax Considerations: Risky assets may have favorable tax treatment.
Liquidity Risk: Illiquid assets unsuitable for short-term needs.
Suitability: Investments must match client’s risk profile and goals.
Equity Mutual Funds: Diversified, managed equity investments.
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NISM 10B NISM Investment Adviser Level 2
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