NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Inflation Risk: Investments must account for inflation to maintain real value over time.
  • Risk Mitigation: Diversification and professional management help mitigate investment risks.
  • Investment Accessibility: Mutual funds lower the entry barrier for diversified investing.
  • Goal-Based Investing: Investments should align with specific, measurable financial objectives.
  • Long-Term Wealth Creation: Consistent investing through mutual funds supports long-term wealth goals.

NISM 5B Mutual Fund Foundation

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