NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 55 Of 110
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Equity Dividends: Dividends are a small portion of equity returns.
Fund Diversification: Diversified funds reduce risk and stabilize returns.
Performance Monitoring: Regular monitoring identifies underperforming funds.
Risk Tolerance: Investor risk tolerance guides fund selection.
Inflation Protection: Funds must outpace inflation to maintain purchasing power.
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