n NISM Certifications
NSM General NISM
Medium

After selecting mutual funds and adding them to cart in ZFunds, how can you share the portfolio with the client?

Practice question from C4 - Test Your Knowledge — bank. The correct answer is highlighted below with a full explanation.

Options

  1. By clicking "Share Portfolio with Client" option

    Correct answer

  2. B

    Through email only

  3. C

    Client must visit office

  4. D

    Through SMS only

Why this is the answer

Once you've added mutual fund SIPs to the cart, you can click on the "Share Portfolio with Client" option to send the investment details via WhatsApp link, allowing the client to review and approve the transaction remotely.

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