n NISM Certifications
X NISM Series X
Medium

The primary investment objective for a senior, financially secure, childless individual is to preserve capital and enjoy life, focusing on safety and comfortable living rather than high risks.

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

Options

  1. A

    To take more risks in the portfolio

  2. To preserve capital and enjoy his life

    Correct answer

  3. C

    To work more and earn more

  4. D

    Maximization of returns by doing attractive investments

Why this is the answer

Such investors prioritize capital preservation and a comfortable lifestyle over risky investments, aiming for stability and security.

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