📚 NISM Series X-A · Notes PDF + Question Bank

Poora X-A syllabus.
840 pages. Ek PDF. ₹199.

Investment Adviser Level 1 — all 20 chapters as condensed study notes plus the full question bank. Download instantly, revise offline, walk into the exam ready.

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All 20 chapters, exam-ordered
Personal financial planning to grievance redress — structured exactly like the official syllabus, so your mock test weak-areas map straight to sections.
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Notes + full question bank together
Read the concept, then drill the questions on the same topic — no switching between books and websites.
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Built for last-week revision
The official workbook is dense. This pack is what you actually need to answer 90 MCQs + 9 caselets at 60%+.
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Yours offline, instantly
PDF download the moment payment completes. Save on phone, print it, revise in the exam-centre queue. 5 downloads included.
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₹199 — less than 24 paise per page
Coaching for X-A runs ₹3,000–5,000. A single exam retake costs ~₹1,500. This is the cheapest insurance you'll buy.
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Made by a teacher, not a content farm
Deepak Jha — CA articleship (Pune), 11 years running Deepak Commerce Classes, SIP investor since 2013. The same classroom instinct that taught commerce to hundreds of students built this pack. Meet the founder →
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Don't just study — follow a plan
The NISM Success Blueprint (₹149) is the 10-week roadmap, revision system and mock-test strategy this pack doesn't cover — most candidates use both together.
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X-A Complete Study Pack

840 pages · 20 chapters · notes + question bank · PDF
₹199 one-time
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🎁 Free Sample — No Payment, No Login

NISM X-A Notes PDF — Chapter 1, Free

Read a full chapter before you buy — this is exactly the depth and format of all 20 chapters inside the ₹199 pack.

Chapter 1 · 9 marks · 280 MCQs · 8 case sets

Introduction to Personal Financial Planning

1.1  What Is Financial Planning

Financial planning streamlines income, expenses, assets and liabilities to meet both current and future needs. Savings — the portion of income not spent — are deployed into assets to fund future needs: retirement, emergencies, education, home purchase, medical costs.

1.2  The Six-Step Financial Planning Process

Highly examinable — know the order.

1.3  Scope of Financial Planning — 8 Components

1.4  Business Models — SEBI Principle

Individual Investment Advisers must choose either advisory or distribution — not both. Fee-only advisers earn from the client; execution-only/distribution earns commission from product producers; Wraps & Platforms charge a technology/execution fee.

Exam-Cram — Chapter 1
  • Net Worth = Assets − Liabilities.
  • SMART goals: Specific, Measurable, Realistic, Time-bound.
  • 6-step process: Establish → Gather → Analyse → Develop → Implement → Monitor.
  • 8 scope areas: Personal analysis, Cash flow, Insurance, Debt, Investment, Tax, Retirement, Estate.
  • Individual IAs: advisory OR distribution, never both.

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NISM Notes PDF — Frequently Asked Questions

Is there a free NISM notes PDF?
Yes — the Chapter 1 sample above is free, no login or payment required. It's the same depth and format as all 20 chapters in the full ₹199 pack.
What's the difference between BullWiser's notes and the official NISM workbook?
The official NISM workbook is NISM's own textbook, sold directly by NISM at nism.ac.in — it's the authoritative, complete syllabus reference. BullWiser's 840-page pack is original condensed revision notes plus a practice question bank, built for last-week revision after you've studied the syllabus, not a replacement for the official workbook.
How many pages and chapters are in the NISM X-A notes PDF?
840 pages covering all 20 chapters of the NISM Series X-A (Investment Adviser Level 1) syllabus, with condensed notes for each chapter followed by its own question set. One-time ₹199, instant download.
Do I need to buy the official NISM workbook too?
Not necessarily. Many candidates use BullWiser's notes alone for revision and practice. If you're learning a topic from scratch rather than revising, the official NISM workbook remains the more complete first-read reference.
How do I get the PDF after paying?
Instantly — the download link appears the moment payment is confirmed, with up to 5 downloads tied to the email you paid with.
BullWiser is an independent financial data and education platform, not affiliated with NISM or SEBI. The Study Pack is a preparation aid — it indicates and improves readiness but does not guarantee a pass in the official examination. For official NISM examinations and workbooks, visit nism.ac.in. Support: [email protected].