NISM 5B Mutual Fund Foundation Certification Exam Notes
Page 108 Of 121
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Dividend Reinvestment Suitability: Balances growth and income needs.
NFO Approval: Requires SEBI and trustee approval.
Cut-Off Compliance: Ensures uniform NAV application.
KYC Simplification: Centralized process reduces investor burden.
SIP Discipline: Promotes regular investing for wealth accumulation.
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