NISM 21B Portfolio Managers Exam Notes

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  • Investor Charter: Outlines PMS services, rights.
  • Portfolio Diversification: Reduces unsystematic risk.
  • Risk Management: Aligns investments with risk tolerance.
  • Performance Reporting: Includes returns, benchmarks.
  • Client Onboarding: KYC, agreement, risk profiling.

NISM 21B Portfolio Managers

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