NISM 10B Investment Adviser Level 2 Notes
Page 178 Of 180
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Regular Reviews: Adjusts plans for life or market changes.
Behavioural Biases: Influence client decisions in case scenarios.
Financial Adviser Role: Guides clients through complex scenarios.
Goal-Based Investing: Aligns investments with specific objectives.
Liquidity Needs: Critical for short-term goals or emergencies.
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NISM 10B NISM Investment Adviser Level 2
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