NISM PMS Distributors ( NISM 21A ) Certification Exam Notes

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  • Diversification: Reduces risk by combining low-correlated assets.
  • Investment Objectives: Include capital appreciation, income, or preservation.
  • Liquidity Needs: Influence asset choices for easy access to funds.
  • Investment Horizon: Guides selection of short or long-term assets.
  • Risk Tolerance: Shapes portfolio composition based on client comfort.

NISM PMS Distributors ( NISM 21A )

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