NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • Liquidity Needs: Liquidity varies by asset class, impacting accessibility for retirement expenses.
  • Macro-Economic Factors: Economic factors like inflation and interest rates affect asset class performance.
  • Asset Allocation: Strategic asset allocation balances risk and return to meet retirement objectives.
  • Equity Risk: Equity investments carry market risk, requiring a long investment horizon.
  • Debt Risk: Debt instruments face credit and interest rate risks, affecting returns.

NISM 17 Retirement Adviser

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