NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • RBI Floating Rate Bonds: 7-year bonds with floating interest rates.
  • Direct Equity: Offers growth potential but requires expertise and long horizon.
  • Real Estate Investment: Provides rental income and appreciation but is illiquid.
  • Real Estate Investment Trusts (REITs): Offer liquid exposure to income-generating real estate.
  • Tax Benefits: EPF, PPF, and SCSS offer tax deductions under Section 80C.

NISM 17 Retirement Adviser

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