NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • Investment Limits: PPF has a maximum limit of Rs.1.5 lakh per year.
  • Liquidity Constraints: PPF and NSC have limited liquidity, suitable for accumulation.
  • Annuity Risks: Fixed annuities may not keep pace with inflation.
  • Gold Volatility: Gold prices fluctuate, impacting returns.
  • REIT Income: REITs provide regular rental income for distribution.

NISM 17 Retirement Adviser

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