Posts in category: NISM-Series-X-B: Investment Adviser (Level 2) Certification

0% 0 votes, 0 avg 0 NISM-Series-X-B: Investment Adviser (Level 2) Certification Investment Advisor level 2- Case Study -5 The number of attempts remaining is 10 Mr. C is a 45 year single earning member of his family with a good income. He is saving for different financial goals, some of which are due for […]

0% 0 votes, 0 avg 0 NISM-Series-X-B: Investment Adviser (Level 2) Certification Investment Advisor level 2- Case Study -7 The number of attempts remaining is 10 1 / 5 1. Manav is a working professional working in the financial sector for the last 8 years. His spouse is planning to start her own business of […]

0% 0 votes, 0 avg 0 NISM-Series-X-B: Investment Adviser (Level 2) Certification Investment Advisor level 2- Case Study -10 The number of attempts remaining is 10 1 / 15 1. Dimple is creating a corpus to meet her son’s educational needs. For this she is already investing in an equity mutual fund. Her son is […]

0% 0 votes, 0 avg 0 NISM-Series-X-B: Investment Adviser (Level 2) Certification Investment Advisor level 2- Case Study -9 The number of attempts remaining is 10 Mr. Srinivas is 80 years old, his son Mohit is 50 years old, and daughter Megha is 45 years old. Mohit believes it’s important for his father to make […]

0% 0 votes, 0 avg 0 NISM-Series-X-B: Investment Adviser (Level 2) Certification Investment Advisor level 2- Case Study -8 The number of attempts remaining is 10 Mr. and Mrs. Gupta are both Indian Citizens (both 45 years old) who were working with multinational companies in the United States of America for the last 20 years. […]

0% 0 votes, 0 avg 0 NISM-Series-X-B: Investment Adviser (Level 2) Certification Investment Advisor level 2- Case Study -6 The number of attempts remaining is 10 1 / 4 1. Mr. Y, aged 40, has the following goals ahead of him. A – Son’s post-graduate education: Due in Year 5. Current cost Rs15,00,000 p.a. to […]

0% 0 votes, 0 avg 0 NISM-Series-X-B: Investment Adviser (Level 2) Certification Investment Advisor level 2- Case Study -4 The number of attempts remaining is 10 Mr. Smart (60) has just retired from service. He is entitled to a pension of Rs. 4,80,000/- p.a. received yearly in advance. The pension adjusts partially with inflation to […]

0% 0 votes, 0 avg 0 NISM-Series-X-B: Investment Adviser (Level 2) Certification Investment Advisor level 2- Case Study -3 The number of attempts remaining is 10 Mr. Vishal, age 47 years has a monthly salary of Rs. 350000. He spends Rs. 50000 for is own expenses. He has also taken a 15 year – Rs. […]

0% 0 votes, 0 avg 0 NISM-Series-X-B: Investment Adviser (Level 2) Certification Investment Advisor level 2- Case Study -2 The number of attempts remaining is 10 Mr. Pranav is a 35-year-old and works for a reputed private company. His monthly income is Rs. 1,00,000 and his monthly expenses are Rs. 40,000. As a good saving […]

0% 0 votes, 0 avg 0 NISM-Series-X-B: Investment Adviser (Level 2) Certification Investment Advisor level 2- Case Study -1 The number of attempts remaining is 10 Mr. Mahendra is having a financially satisfactory career and has well planned his investments. Mr. Mahendra wants to safeguard his children against any losses etc. he may suffer financially. […]