NISM-Series-X-A: Investment Adviser (Level 1)

The video covers Chapter 15 of the Investment Adviser (Level 1) and has 40 quiz questions related to topics such as :
Importance of Asset allocation decision
Understanding correlation across asset classes and securities
Steps in Portfolio Construction Process
Investment objectives and Investment Constraints
Exposures limits to different sectors, Entities and Asset Classes
Unique needs and preferences
Assessments of needs and requirements of investor
Analysing the financial position of the investor
Psychographic analysis of investor
Life cycle analysis of investor
Forecasting risk and return of various asset classes
Benchmarking the client’s portfolio
Asset allocation decision
Portfolio Construction Principles
Strategic versus Tactical Asset Allocation
Rebalancing of Portfolio