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NISM X Taxmann's Investment Adviser (Level 1) – Encompassing a comprehensive guide investment advisory & related services – equity, debt, derivatives, mutual funds, and portfolio management services
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NISM X Taxmann's Investment Adviser (Level 1) – Encompassing a comprehensive guide investment advisory & related services – equity, debt, derivatives, mutual funds, and portfolio management services

This book aims to create a common minimum knowledge benchmark for all individual investment advisers or principal officers of a non-individual investment adviser and persons associated with investment advice 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:
[Know the Basics] of the following:
o Personal Financial Planning
o Time Value of Money
o Evaluating the Financial Position of Clients
o Debt Management & Loans
Product details
Publisher : Taxmann Publications Private Limited; Workbook Version – August 2023 edition (21 December 2023); Taxmann Publications Private Limited, 59/32, New Rohtak Road, New Delhi-110005, Email Id: [email protected], Phone Number: 011-45562222
Language : English
Paperback : 506 pages
ISBN-10 : 9357787666
ISBN-13 : 978-9357787666
Item Weight : 600 g
Dimensions : 27.94 x 25.4 x 2.54 cm
Country of Origin : India
Net Quantity : 1 Count
Packer : Taxmann Publications Private Limited, 59/32, New Rohtak Road, New Delhi-110005, Email Id: [email protected], Phone Number: 011-45562222
Generic Name : NISM Books, NISM Study Material, NISM Certification, National Institute of Security Market Books, NISM Certification Examination Workbook, Investment Advisor, NISM 2023 Workbook, NISM 2024 Exam Books
Best Sellers Rank: #32,884 in Books (See Top 100 in Books)
#82 in Investments & Securities
#93 in Tax Law
Customer Reviews: 4.1
9 ratings

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