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.
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