NISM 21B Portfolio Managers Exam Notes

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  • Risk Profiling: Assesses risk appetite, capacity.
  • Investment Objectives: Preservation, growth, income, tax saving.
  • Constraints: Liquidity, time horizon, taxes, legal.
  • Execution Phase: Portfolio construction, allocation.
  • Feedback Phase: Monitoring, rebalancing, evaluation.

NISM 21B Portfolio Managers

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