NISM 10B Investment Adviser Level 2 Notes
Page 172 Of 180
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Goal Prioritization: Balances short-term and long-term objectives.
Risk Profiling: Determines suitable investments for case scenarios.
Asset Allocation: Mix of equity, debt, and others based on goals.
Tax Planning: Optimizes tax liability through deductions and exemptions.
Insurance Needs: Life and health cover to protect financial plans.
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NISM 10B NISM Investment Adviser Level 2
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