NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • Performance Metrics: Metrics like standard deviation and beta aid fund selection.
  • Market Sensitivity: Beta measures how funds react to market movements.
  • Income Stability: Stable income funds are critical for distribution.
  • Fund Expenses Impact: Fees reduce net returns, affecting corpus growth.
  • Investment Horizon Impact: Long horizons allow riskier fund choices.

NISM 17 Retirement Adviser

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