NISM 10B Investment Adviser Level 2 Notes
Page 168 Of 180
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Entry Barriers: Real estate high capital; ETFs, mutual funds low.
Income Generation: REITs, InvITs, bonds provide regular income.
Capital Appreciation: Equity, real estate offer growth potential.
Tax Benefits: ULIPs, PPF offer deductions; REITs dividends taxable.
Regulatory Oversight: SEBI for mutual funds, REITs; IRDAI for ULIPs.
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NISM 10B NISM Investment Adviser Level 2
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