NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Gold as Hedge: Gold is often used as a hedge against currency devaluation and economic uncertainty.
  • Equity Ownership: Equity investors bear the business’s risks but also share in its profits.
  • Debt Predictability: Debt instruments offer predictable cash flows, unlike equity or real estate.
  • Tax Efficiency: Investments with tax benefits enhance overall returns by reducing tax liability.
  • Liquidity Assessment: Liquidity should be evaluated when choosing investment products.

NISM 5B Mutual Fund Foundation

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