NISM PMS Distributors ( NISM 21A ) Certification Exam Notes
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PMS Customization: Tailored to client risk appetite and financial goals.
Brokerage Firms: Major PMS providers with extensive market access.
Independent Managers: Offer niche, personalized PMS services.
Client Funds: Managed with strict segregation for transparency.
Transaction Reporting: Provided to clients for all buy/sell activities.
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