n NISM Certifications
X NISM Series X
Medium

How can an investment adviser best encourage philanthropy among clients?

Practice question from NISM Series XB- Investment Adviser (Level 2) Mock Test 4 — bank. The correct answer is highlighted below with a full explanation.

Options

  1. A

    Share examples of problems faced by the poor

  2. B

    Name-drop clients who do philanthropy

  3. Discuss philanthropy at an appropriate time and follow up

    Correct answer

  4. D

    Highlight HNIs’ charity activities

Why this is the answer

Timing and follow-up are key to sensitively promoting charitable giving, ensuring sustained engagement.

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