NISM 10B Investment Adviser Level 2 Notes

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  • Liquidity: ETFs, mutual funds high; real estate, FDs low.
  • Risk Levels: Equity high risk; FDs, bonds lower risk.
  • Return Potential: Equity highest, FDs lowest among products.
  • Taxation: Varies by product, e.g., equity LTCG at 12.5%, FD interest at slab.
  • Expense Ratios: ETFs, index funds low; PMS, ULIPs high.

NISM 10B NISM Investment Adviser Level 2

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