Ch.6 · ARN and EUIN Rules · easy

What is an investor's 'investment objective' and how does it affect scheme selection?

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EXPLANATION

An investor's investment objective is their personal financial goal — retirement corpus, child's education, home purchase, etc. This determines the appropriate scheme: goals with short horizons and low risk tolerance require debt funds, while long-term wealth creation goals can accommodate equity exposure. Scheme selection must align with investor objectives.

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