NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • Investment Monitoring: Regular review ensures investments meet retirement goals.
  • Real Estate Risks: Real estate involves illiquidity and maintenance costs.
  • Gold Price Volatility: Gold prices are subject to market fluctuations, impacting returns.
  • Mutual Fund Costs: Expense ratios and exit loads affect mutual fund returns.
  • Annuity Risks: Fixed annuities may not keep pace with inflation, reducing real returns.

NISM 17 Retirement Adviser

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