NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • Investment Horizon: Long horizons favor growth-oriented funds like equity.
  • Risk-Adjusted Returns: Higher Sharpe ratios indicate better risk-adjusted performance.
  • Volatility Impact: High volatility can erode returns if funds are needed urgently.
  • Periodic Income: Fixed-income funds provide stable returns for distribution.
  • Capital Gains: Capital gains contribute significantly to equity fund returns.

NISM 17 Retirement Adviser

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