NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 11 Of 110
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Investment Growth: Growth-oriented investments are suitable for the accumulation phase to build the corpus.
Retirement Corpus Adequacy: Ensuring the corpus is adequate requires balancing contributions and returns.
Retirement Planning Discipline: Discipline in saving and investing is key to achieving retirement goals.
Inflation Protection: Investments must offer returns above inflation to maintain purchasing power.
Retirement Income Needs: Income needs vary based on lifestyle, health, and dependents in retirement.
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