Investment adviser (level 1) /
National Institute of Securities Markets
- New Delhi : Taxmann Publications , 2025.
- 462 pages ; 23 cm.
MODULE 1: PERSONAL FINANCIAL PLANNING -- Chapter 1 Introduction to Personal Financial Planning -- Chapter 2 Time Value of Money -- Chapter 3 Evaluating the Financial Position of Clients -- Chapter 4 Debt Management and Loans -- MODULE 2: INDIAN FINANCIAL MARKETS -- Chapter 5 -- Introduction to The Indian Financial Markets -- Chapter 6 Securities Market Segments -- MODULE 3: INVESTMENT PRODUCTS -- Chapter 7 Introduction to Investment -- Chapter 8 Investing In Stocks -- Chapter 9 Investing In Fixed Income Securities -- Chapter 10 Understanding Derivatives -- MODULE 4 : INVESTMENT THROUGH MANAGED PORTFOLIO -- Chapter 11 Mutual Funds -- Chapter 12 Portfolio Manager -- Chapter 13 Overview Of Alternative Investment Funds (AIFS) -- MODULE 5 : PORTFOLIO CONSTRUCTION, PERFORMANCE MONITORING AND EVALUATION -- Chapter 14 Introduction To Modern Portfolio Theory -- Chapter 15 Portfolio Construction Process -- Chapter 16 Portfolio Performance Measurement and Evaluation --MODULE 6 : OPERATIONS, REGULATORY ENVIRONMENT, COMPLIANCE AND ETHICS -- Chapter 17 Operational Aspects Of Investment Management -- Chapter 18 Key Regulations -- Chapter 19 Ethical Issues -- Chapter 20 Grievance Redress Mechanism.
9789364555548
Investment
332.6 / NIS