NISM PMS Distributors ( NISM 21A ) Certification Exam Notes
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Risk Management: Involves assessing and mitigating portfolio risks.
Client Due Diligence: Conducted to comply with KYC and AML norms.
Performance Reporting: Uses TWRR for consistent evaluation.
Operational Transparency: Achieved through detailed disclosures and audits.
Portfolio Management: Involves aligning investments with client goals.
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