NISM PMS Distributors ( NISM 21A ) Certification Exam Notes
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Life Cycle Stages: Influence investment goals and risk tolerance.
Risk Scoring: Categorizes investors as aggressive, moderate, or conservative.
Equity Exposure: Higher for aggressive investors, lower for conservatives.
Periodic Reviews: Essential for maintaining optimal portfolio balance.
Disciplined Investing: Prevents emotional decision-making in SAA.
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