NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • Liquidity Needs: Funds must balance liquidity and returns for retirement needs.
  • Tax Impact: Taxes on returns affect net income in retirement.
  • Portfolio Rebalancing: Adjusts asset allocation to align with retirement objectives.
  • Economic Conditions: Economic changes like interest rate hikes impact fund performance.
  • Fund Comparison: Compare funds based on risk, return, and strategy alignment.

NISM 17 Retirement Adviser

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