Investment Adviser - Level 1

Investment Adviser - Level 1

₹ 359 ₹390
Shipping: Free
  • ISBN: 9789390831456
  • Edition/Reprint: Workbook Version - November 2020
  • Author(s): National Institute Of Securities Markets | An Educational Initiative Of Sebi
  • Publisher: TAXMANN PUBLICATIONS
  • Product ID: 565646
  • Country of Origin: India
  • Availability: Sold Out

About Product

This book aims to create a common minimum knowledge benchmark for all associated persons registered as an investment adviser and partners and representatives of investment advisers under SEBI (Investment Advisers) Regulations, 2013 and offering investment advisory services. This book covers all important topics to enhance the quality of investment advisory and related services in the financial services industry. It covers topics related to the following : Basics of investment advisory Steps in the advisory process Making and implementation of financial plan Evaluation of different products This book teaches financial planning as an approach to investing, insurance, retirement planning and an aid for advisers to develop long-term relationships with their clients. This book also discusses the concept of Income tax, legalities of Estate planning in personal finance, and regulatory aspects underlying advisory. The Present Publication is the November 2020 workbook version, published exclusively by Taxmann for NISM Certification Examination X-A | Investment Adviser (Level 1), with the following contents: Introduction to Indian Financial Markets Securities Market Segments Mutual Funds Investment Products Measuring Investment Returns Concept of Financial Planning Asset Allocation and Investment Strategies Insurance Planning Retirement Planning Tax and Estate Planning Regulatory Environment and Ethical Issues

Tags: Investments;

Taxmann Publications

Taxmann Publications

Taxmann Publications has been publishing books on legal matters and bare acts since its inception in 1972. The firm is also engaged in the publication of journals for Law, CA, CS, Undergraduate, and Post Graduate students. Additionally, this publication also offers books for CBSE Class XI and XII students. Highly acclaimed titles of this enterprise include ‘LLP Manual’, ‘Comprehensive guide on CARO 2020 by Santosh Maller’, and ‘GST Exports-Imports & Deemed Exports by Kaza Subrahmanyam ,
Click here to view all book of this publisher

Related Books

Vittiya Evam Viniyog Prabandh
Vittiya Evam Viniyog Prabandh
₹ 285 ₹ 380 25%
Shipping: ₹ 120
Fund. Of Investment (vbu) (sem-6)
Fund. Of Investment (vbu) (sem-6)
₹ 280 ₹ 350 20%
Shipping: ₹ 75
Investment Management
Investment Management
₹ 373 ₹ 375
Shipping: ₹ 54

80158+ Books

Wide Range

64+ Books

Added in last 24 Hours

2000+

Daily Visitor

8

Warehouses

Brand Slider

BooksbyBSF
Supply on Demand
Bokaro Students Friend Pvt Ltd
OlyGoldy
Akshat IT Solutions Pvt Ltd
Make In India
Instagram
Facebook