NISM 10B Investment Adviser Level 2 Notes

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  • REITs Benefits: Diversified, liquid, professional management.
  • InvITs Income: Stable from infrastructure projects, tax-efficient.
  • Product Evaluation: Based on risk, return, liquidity, and tax impact.
  • Financial Planning: Integrates goals, risk profile, and investment choices.
  • Retirement Corpus: Calculated using expenses, inflation, and life expectancy.

NISM 10B NISM Investment Adviser Level 2

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