NISM PMS Distributors ( NISM 21A ) Certification Exam Notes

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  • Portfolio Monitoring: Ensures alignment with client objectives.
  • SEBI Regulations: Mandate appropriate strategy and benchmark selection.
  • Benchmark Selection: Aligns with portfolio’s risk-return profile.
  • Investment Flexibility: Allows adjustments for market opportunities.
  • Tax Constraints: Considered in portfolio planning for efficiency.

NISM PMS Distributors ( NISM 21A )

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