NISM-Series-19D: Category I and II Alternative Investment Fund Managers Mock Tests

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Examination Objectives 

  • Gain a brief understanding of the investment landscape and various types of investments, including traditional and alternative asset classes.
  • Develop a detailed understanding of Alternative Investment Funds (AIFs) management, covering:
    • The suitability of AIF products and their role in portfolio diversification.
    • The AIF ecosystem and the functions of its various service providers.
    • The roles of AIF Managers and their key management teams in performing fund management duties, fund governance, and managing conflicts of interest.
    • Fund structures, fee structures, performance measurement techniques and their interpretations, and the importance of performance benchmarking.
    • Various investment strategies, investment due diligence processes, and the governance structure in AIFs as followed by investors.
    • The Code of Conduct for AIFs, AIF Managers, and their key management teams.
    • The legal documentation involved and the significance of negotiations among stakeholders in the AIF domain.
    • Valuation techniques used, the role of third-party registered valuers, and fund monitoring and reporting.
    • The various exit options available to AIFs.
    • Taxation aspects and related regulations for Category I and II AIFs in India.
  • Understand the regulatory environment in which AIFs operate in India, including regulations such as SEBI (AIF) Regulations, FEMA, PMLA, SEBI (PIT) Regulations, and SEBI (PFUTP) Regulations.

Assessment Structure 

  • It consists of 60 multiple-choice questions, each worth 1 mark, contributing a total of 60 marks.
  • There are 4 case-based questions, with each case comprising 5 sub-questions, and each sub-question is worth 2 marks, totaling 40 marks (4 cases * 5 questions/case * 2 marks/question).
  • The total duration for the examination is 2 hours.
  • Candidates must achieve a minimum score of 60% (60 marks out of 100) to pass the examination.
  • A negative marking of 25% of the marks assigned to a question will be applied for incorrect answers.
  • Candidates should be proficient in using Microsoft Excel or OpenOffice Calc for numerical computations, as these software programs are available at the test centres.
  • The sample questions provided in the workbook are for reference only, and the difficulty level in the actual examination may vary.

Syllabus Outline with Weights

Chapter No Chapter Name Weightage (marks)
1 Investments Landscape 2
2 Types of Investments Not available
3 Alternative Investment Funds in India and its Suitability 2
4 Alternative Investment Funds Ecosystem 5
5 Alternative Investment Fund Structuring 10
6 Fee Structure of AIFs 10
7 Fund Performance and Benchmarking of AIFs 10
8 Legal Documents and Negotiations 6
9 Investment Strategies 10
10 Investment Process and Governance of Funds 10
11 Valuation 10
12 Fund Monitoring, Reporting and Exit 10
13 Taxation 5
14 Regulatory Framework 10
  Total Marks 100

Note: As per the source, no specific marks are allocated for Chapter 2.

Study Materials

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NISM-Series-19D: Category I and II Alternative Investment Fund Managers Workbook
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Exam Instructions

  • Each test contains multiple-choice questions.
  • Total 100 questions per test.
  • Navigate freely between questions.
  • Submit test to view your results.
  • Good luck!

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