NISM 21B Portfolio Managers Exam Notes

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  • Tax Implications: Disclose tax liabilities on gains.
  • Regulatory Updates: Compliance with SEBI circulars.
  • Client Communication: Updates via email, portals.
  • Portfolio Monitoring: Tracks performance, risks.
  • Default Liability: PMS accountable for operational failures.

NISM 21B Portfolio Managers

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