NISM 5B Mutual Fund Foundation Certification Exam Notes
Page 106 Of 121
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SIP Initiation: Can start during NFO or ongoing phase.
SWP Risk Mitigation: Avoids redeeming all units during market lows.
STP Flexibility: Allows transfers within or across AMCs.
Demat Convenience: Centralizes investment management.
Nomination Updates: Supersedes earlier nominations automatically.
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