NISM 10B Investment Adviser Level 2 Notes

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  • NPS Fund Options: Equity, corporate bonds, government securities, or alternatives.
  • Annuity Taxation: Pension received is taxable as income.
  • SWP Flexibility: Allows adjusting withdrawal amounts and frequency.
  • Bond Ladder Benefits: Reduces reinvestment risk and ensures liquidity.
  • Retirement Product Suitability: Chosen based on risk profile and income needs.

NISM 10B NISM Investment Adviser Level 2

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