What's inside the NISM Series X-B: Investment Adviser (Level 2) book
Built for working bankers: the whole syllabus in short, exam-focused chapters, with practice questions to test yourself.
- Conceptual, chapter-wise and topic-wise study material for the full NISM syllabus.
- Practice questions (360 MCQs) with the book, chapter by chapter.
- 30 Case Studies (120 questions)
- 5 Mega Tests (500 questions)
- Minimal pages, complete coverage: built to cover a lengthy syllabus in a matter of days.
Module A — Insurance Planning3 chapters
- Basics of Insurance
- Features of Life Insurance Products
- Features of Non-Life Insurance Products
Module B — Retirement Planning4 chapters
- Retirement Planning Process and Estimating Retirement Needs
- Accumulation: Retirement Products and Schemes (Part 1)
- Accumulation: Retirement Products and Schemes (Part 2)
- Miscellaneous Aspects of Retirement Planning
Module C — Tax Planning9 chapters
- Concepts in Taxation (Part 1)
- Concepts in Taxation (Part 2)
- Capital Gains
- Income from Other Sources
- Taxation of Debt Products
- Taxation of Equity Products and Mutual Funds
- Taxation of Derivatives and Business Income from Securities
- Taxation of Other Products and Virtual Digital Assets
- Tax Provisions for Special Cases
Module D — Estate Planning, Behavioural Finance and Advice8 chapters
- Estate Planning: Concepts and Succession Laws
- Tools for Estate Planning (Part 1): Wills and Probate
- Tools for Estate Planning (Part 2): Trusts, Guardianship and Powers of Attorney
- Basics of Behavioural Finance
- Behavioural Finance in Practice
- Risk Profiling for Investors
- Comparison of Products Across Categories
- Case Studies in Comprehensive Financial Advice
Read before you buy
Free PDF with the table of contents and Chapter 1. No sign-in needed.
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Yes. Download the free sample PDF above: it has the table of contents and Chapter 1 of the NISM Series X-B: Investment Adviser (Level 2) book.
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This is a physical printed book, delivered to your address. Delivery charges are added at checkout, where you see the full total before paying. After you order, we share the dispatch details on WhatsApp.
Which edition is this?
The 2026 edition by Ashish Sir, written for the current NISM NISM Series X-B: Investment Adviser (Level 2) syllabus.