NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 61 Of 110
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Performance Tracking: Tracking error measures deviation from benchmark returns.
Tax-Free Returns: Tax-free funds enhance post-tax retirement income.
Fund Accessibility: Retail access to some funds is limited.
Investment Strategy Alignment: Funds must align with retirement planning goals.
Employees’ Provident Fund (EPF): Mandatory savings scheme for employees with tax benefits.
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