NISM 10B Investment Adviser Level 2 Notes
Page 179 Of 180
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Debt Management: Clearing loans enhances financial stability.
Legacy Planning: Ensures asset transfer as per client wishes.
Health Insurance: Protects against rising medical costs.
Life Insurance: Secures dependents’ financial future.
Diversification: Reduces risk across assets and products.
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NISM 10B NISM Investment Adviser Level 2
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