NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • Market Volatility: Volatile markets require active management to protect retirement funds.
  • Tax Implications: Tax treatments vary across investments, impacting net returns.
  • Liquidity Management: Balancing liquidity and returns ensures funds are accessible when needed.
  • Economic Cycles: Asset performance is tied to economic cycles, requiring strategic adjustments.
  • Investment Costs: Fees and charges reduce net returns, necessitating cost-effective choices.

NISM 17 Retirement Adviser

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