Matching product to need
Suitability in practice
The profile is the map; this lesson is the route. A suitable recommendation is the fund that fits the person, explained so they truly understand it.
This lesson teaches a concept for the NISM Series V-A exam. It is education, not financial advice.
- 1
Match the product to the profile, not the profile to the product you want to sell.
- 2
A long goal with high risk comfort can lean equity; a short goal or low comfort leans debt.
- 3
Never put emergency money in a volatile fund, however good its returns look.
- 4
Explain the fit in plain words, so the investor understands why, not just what.
An investor needs the money in six months. A liquid or short debt fund fits; an equity fund does not, whatever last year's return was.
Practice
🔥 0 streakReal exam format. Answer by voice, tap, or press 1 to 4. No negative marking, so always attempt.
Suitability means:
Emergency money should go into:
A short goal points towards:
A good recommendation is explained:
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Education for the exam, not financial advice. Answers can be wrong, so confirm figures against the workbook.