NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • Risk-Adjusted Performance: Sharpe ratio evaluates efficiency of returns.
  • Fund Diversification Benefits: Diversified funds reduce risk exposure.
  • Economic Indicators: Inflation and interest rates impact fund returns.
  • Retirement Income Needs: Funds must meet income needs in distribution.
  • Fund Selection Criteria: Includes returns, risk, and retirement stage alignment.

NISM 17 Retirement Adviser

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