NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 58 Of 110
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Retirement Suitability: Funds must align with retirement stage needs.
Risk Profiling: Funds are profiled based on risk levels for suitability.
Investment Monitoring: Regular reviews ensure funds meet retirement goals.
Tax Benefits: Tax-advantaged funds like NPS enhance retirement savings.
Fund Switching: Switching funds aligns with performance and goals.
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