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NISM Investment Adviser (Level 1) Workbook

The 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 basics of investment advisory, steps in the advisory process, making and implementation of a financial plan and evaluation of different products. This course teaches financial planning as an approach to investing, insurance, retirement planning and an aid for advisers to develop long term relationships with their clients. The book also discusses the concept of Income tax, Wealth tax and legalities of Estate planning in personal finance, and regulatory aspects underlying advisory. Edition: 2020 Edition Date of Publication: July 2020 No. of Pages: 344 Weight (Kgs) : 0.41 ISBN: 9789390128181