NISM Learning Resources
Every fortnight, I publish structured learning resources for NISM aspirants, future SEBI-registered Investment Advisers, and individuals who want to approach personal finance with professional-level clarity.Having cleared the NISM-Series-X-A (Investment Adviser Level 1) examination, I use the same disciplined frameworks and analytical approach in designing these materials.
The objective is not merely exam success — but the development of ethical, regulation-aware financial thinking that can serve you whether you become an adviser or manage your own finances independently.
NISM Series X-A-Investment Adviser Level 1, Chapter 1 Topic: Introduction to Personal Financial Planning
What's inside: Key concepts, flowcharts, comparison tables, concept maps, real-life examples, quick revision sheet & summary. Click below to open the full interactive notes
NISM Series X-A – Investment Adviser Level 1, Chapter 2 Topic: Time Value of Money
What's inside: Core concepts, formula cards, compounding & discounting tables, CAGR calculations, annuity vs perpetuity comparison, Excel function reference, quick revision sheet & summary. Click below to open the full interactive notes.
NISM Series X-A – Investment Adviser Level 1, Chapter 3 Topic: Evaluating the Financial Position of Clients
What's inside: Cash flow management concepts, household budget flowchart, income & expenditure statement, personal balance sheet (worked example), 8 personal finance ratios with benchmarks, contingency planning grid, budget & savings steps, quick revision sheet & summary. Click below to open the full interactive notes.
NISM Series X-A – Investment Adviser Level 1, Chapters 4, 5 & 6 : Debt Management| Introduction to Indian Financial Markets | Securities Market Segments
What's inside: Debt ratios, loan types & EMI calculations, debt repayment strategies, Indian financial regulators & market structure, banking & NBFC ecosystem, money & forex markets, primary & secondary market mechanics, IPO process, corporate actions, risk management systems, quick revision sheets & MCQs for all three chapters. Click below to open the full interactive notes.
NISM Series X-A – Investment Adviser Level 1, Chapters 7, 8 & 9 : Introduction to Investment | Investing in Stocks | Introduction to Fixed Income & Debt Markets
What's inside: Investment types & asset classes, equity & preference shares, credit ratings & credit spreads, commodities & real estate, structured products & distressed securities, investment channels (MF/PMS/AIF/RIA), equity diversification strategies, fundamental & technical analysis, valuation methods , bond ecosystem & pricing, bond risks, yield measures & yield curve shapes, Macaulay & modified duration, money market instruments, G-Sec & corporate debt market, small savings schemes , quick revision sheets & MCQs for all three chapters. Click below to open the full interactive notes.
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