NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • Automating Investments: SIPs and standing instructions ensure disciplined saving.
  • Longevity Risk: Strategies target adequacy of income for extended life.
  • Expense Management: Budgeting controls retirement expenses effectively.
  • Income Diversification: Multiple income sources enhance financial stability.
  • Tax-Advantaged Investments: NPS and PPF offer tax benefits for savings.

NISM 17 Retirement Adviser

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