NISM INVESTMENT ADVISER LEVEL 2 - 2

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Q 1. Who is / are authorized to attest copy of PAN card after verifying with original for mutual fund transactions?

Gazetted official

Broker

KYD complaint mutual fund distributor registered with AMFI

All of the above
 
Q 2. The valuation of a bond for its residual tenor, using a market rate or yield to discount the cash flows, is also called as ?Marking-to-market? - State True or False?

True

False
 
Q 3. Investments in ______ offers scope for good capital appreciation as well as benefits under Section 80 of Income Tax.

Public Provident Fund

Bank Fixed Deposits

National Saving certificate

Equity Linked Saving Scheme (ELSS)
 
Q 4. A company declares 50% dividend. On which value is this payable ?

Market Price of the company's share

Face Value of the company's share

Either Face or Market value, which ever is lower

Either Face or Market value, which ever is higher
 
Q 5. The risk and return features of a mutual fund scheme will be defined by ______.

Investment objective and asset class chosen

Asset class performance and investment style adopted

Market cycles and portfolio selection

Economic cycle and fund manager expertise
 
Q 6. Generally more number of Initial Public Offers (IPO's) are made during ______.

phases of low economic growth

bullish market conditions

bearish market conditions

range bound market conditions
 
Q 7. In _____________ , the investor takes the investment decisions.

direct investment approach

discretionary portfolio management approach

non-discretionary portfolio management approach

direct investment and non-discretionary portfolio management approach
 
Q 8. Which of these is a fair observation on debt?

Debt is good in some cases like taking an educational loan for further studies

One should borrow only for consumption expenses

One should borrow whenever possible

Debt has to be avoided at all costs
 
Q 9. The Gross Domestic Product - GDP calculations are done on the value of goods and services at their _________ prices.

Cost

Market

Notional

Cost or Market -which ever is higher
 
Q 10. Mr. Swami has invested in an ELSS scheme of a mutual fund a year back. Now he wishes to invest in an MIP of the same mutual fund. Can it be held under the same folio?

Will depend upon the particular mutual fund policy

Can be held in either the same folio or different folio

Can be held only under the same folio

No, since the scheme is different
 
Q 11. For dealing in foreign exchange market, the intermediaries need to be registered with ________ .

SEBI

RBI

FEDAI - Foreign Exchange Dealers Association of India

Finance Ministry
 
Q 12. When a NRI becomes a Resident Indian, which of the following needs to be changed in the KYC wrt. Mutual Fund investments ?

Only Status

Only Bank Details

Only address

Status, Bank Details and Address
 
Q 13. Mr. P is a very conservative investor and is interested in protecting his capital. Which amongst the following would you suggest to him?

Equity Shares

Land in an upcoming city

Real Estate

Public Provident Fund - PPF
 
Q 14. Before making an investment in a mutual fund, Trusts should check which of the following document(s)?

Companies Act

The trusts Investment Charter

The mutual funds offer document

Both the trusts Investment Charter and the mutual funds offer document
 
Q 15. The seller of the option is also called the ______ of the option.

investor

writer

arbitrageur

exerciser

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