NISM 10B Investment Adviser Level 2 Notes

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  • Systematic Investment: Regular contributions to build retirement corpus.
  • Risk Tolerance: Decreases as retirement approaches, favoring safer assets.
  • Asset Allocation: Balances risk and return across equity, debt, and others.
  • Retirement Planning Steps: Assess needs, estimate corpus, and invest regularly.
  • Emergency Fund: Essential for unexpected expenses in retirement.

NISM 10B NISM Investment Adviser Level 2

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