NISM 10B Investment Adviser Level 2 Notes
Page 48 Of 180
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Asset Allocation: Shifts to safer assets as retirement nears.
Retirement Goals: Include lifestyle, travel, and legacy planning.
Financial Adviser Role: Guides in estimating and achieving retirement corpus.
Regular Review: Adjusts plan for changes in income, expenses, or goals.
Debt Management: Clearing loans before retirement reduces stress.
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NISM 10B NISM Investment Adviser Level 2
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