n NISM Certifications
NSM General NISM
Medium

In the full decision sequence, what is the very first input a distributor must gather before selecting any strategy?

Practice question from Advanced B1 S4 — bank. The correct answer is highlighted below with a full explanation.

Options

  1. A

    The fund's historical returns over 5 years

  2. B

    The current market cycle phase

  3. C

    The valuation ratios of shortlisted schemes

  4. The client's profile — goals, investment horizon, risk appetite, and existing portfolio

    Correct answer

A full explanation for this question is being written. In the meantime, the correct answer is highlighted above.

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