JAIIB RBWM Module D Class | Investment Management Part 2 + Taxation🔥
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JAIIB RBWM Module D Class | Investment Management Part 2 + Taxation 🔥 Prepare for JAIIB RBWM Module D – Wealth Management with this important class covering Investment Management Part 2 and Taxation in a simple Hindi-English explanation. This session is specially designed for bankers preparing for the JAIIB Retail Banking and Wealth Management paper as per the latest exam-oriented syllabus structure, where Module D covers Wealth Management, Investment Management, Tax Planning and Other Financial Services by Banks. In this class, we will discuss high-scoring concepts of Investment Management, including portfolio management, investment products, risk-return relationship, mutual funds, bonds, insurance, PMS, financial planning and important exam-based MCQs. Along with this, we will also cover Taxation and Tax Planning, including income tax basics, financial year, assessment year, residential status, heads of income, old tax regime vs new tax regime, deductions, tax-saving investment options, capital gains and tax planning strategies for banking customers. This video is very useful for candidates preparing for: JAIIB RBWM JAIIB Retail Banking and Wealth Management RBWM Module D Wealth Management Investment Management Tax Planning IIBF JAIIB Exam Bank Promotion Exam Banking Certification Exam JAIIB Latest Syllabus JAIIB 2026 Preparation As per the latest JAIIB passing criteria, the minimum passing marks are 50 out of 100 in a subject. Candidates securing at least 45 marks in each subject with 50% aggregate marks in all subjects in a single attempt are also treated as having completed the examination. JAIIB must be completed within 5 attempts or 3 years, whichever is earlier. Topics Covered in This Class JAIIB RBWM Module D Complete Concept Investment Management Part 2 Portfolio Management Portfolio Manager Role PMS vs Mutual Funds Risk and Return in Investment Investment Products for Bank Customers Bonds, Mutual Funds, Insurance and Real Estate Tax Planning for I
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4:01Barbara Bergmann
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