OneQuest
HomeFree MocksCoursesBlog
OneQuest

Master your exams with our comprehensive practice tests and learning platform.

Quick Links

DashboardCoursesCFA Level 1 Formula SheetCFA Level 1 GlossaryFinance Careers GuideBlogAnalyst Protocol

Free Mock Tests

CFA Level 1 Mock TestNISM VA Mock TestNISM VIII Mock TestNISM XA Mock TestNISM XB Mock TestNISM VI Mock TestView all free mock tests →

Support

care@onequest.in

Exam Courses

CFA Level 1NISM VANISM VINISM VIIINISM XANISM XBAll courses →

© 2026 OneQuest. All rights reserved.

PrivacyTerms & ConditionsCancellation & RefundShippingAboutContact Us

    Loading the page

    Loading...
    VMASRP+550
    4.7 / 5
    Join 500+ candidates who cleared this exam

    Get the 750+ most important questions and answers to clear the NISM XB Investment Advisor certification easily

    Easy explanations with every answer, so you understand the concept and can answer even the toughest NISM XB questions.

    Get my prep pack
    OneQuest / PracticeTry it here
    NISM XB
    The tenor of Money Market instruments is:

    Hundreds of student success stories

    Dipti R.NISM XB candidate
    “I used the full mock tests as a readiness check before booking the actual exam. Made myself hit a consistent score threshold first. Took about 4 weeks. Paper wasn't a shock at all. Cleared it.”
    Vishaak MNISM XB candidate
    “Able to clear exam in first attempt itself with 72%. Mock tests helped me a lot in preparing for the exam and case studies gave better clarification on working out of sums.”
    Sonal T.NISM XB candidate
    “Loved the analytics after every mock. Showed me exactly where I was going wrong so I stopped wasting time on stuff I already knew.”
    Namrata G.NISM XB candidate
    “Genuinely helpful before my IA level 2. Loved the comprehensive planning cases — that's where I was weakest and it showed.”
    Akash S.NISM XB candidate
    “Did XA here earlier so came back for XB. Coverage felt similarly solid. Good platform to build on.”
    Roshni P.NISM XB candidate
    “Asset allocation section was brilliant!! Cleared it 🎉”
    Vinay A.NISM XB candidate
    “Covers the WHOLE syllabus. Nothing felt missing.”
    Girish B.NISM XB candidate
    “Portfolio risk section is excellent 🔥”

    How you’ll prepare

    01:24:36left
    1234567891011121314151617181920
    NISM XB

    What is the tax rate for LTCG on Equity MF/ULIP Fund investing > 65% directly in domestic equity (unlisteD.?

    • A20%
    • BSlab rate
    • C12.50%

    Timed mock tests

    Exam-style papers on a running clock, with topic-level results after every attempt.

    68%Latest mock
    Score by mock+16
    Mock 1Mock 4

    Watch your score climb

    See how each mock compares with the last, so you know your prep is working.

    Basics of Insurance48%
    Features of Life Insurance…62%
    Features of Non-Life…76%
    Retirement Planning Basics84%

    Find your weak areas

    Topic-level results show where to spend your next study session.

    NISM XB Formula Sheet

    Basics of Insurance

    Features of Life…

    Features of Non-Life…

    NISM XB Case Studies

    Less than 365 days

    Money market instruments are short-term debt instruments. Their maturity period is typically for one year or less (less…

    Features of Life…

    Features of Non-Life…

    Notes and formula sheets

    Keep your references next to your practice and revise them between mocks.

    What’s included

    Your mocks, study tools and support, in one prep pack.

    Mock tests6 tests
    • NISM XB mock test 1
      In the pack
    • NISM XB mock test 2
      In the pack
    • NISM XB mock test 3
      In the pack
    • NISM XB mock test 4
      In the pack
    • NISM XB mock test 5
      In the pack
    • NISM XB mock test 6
      In the pack
    Notes3 PDFs
    • NISM XB Case Studies
      In the pack
    • NISM XB Formula Sheet
      In the pack
    • NISM XB Revision Notes
      In the pack
    Performance analyticsTopic-level insights

    See your topic-level results and track your mock scores as you practise.

    WhatsApp supportDoubt solving

    Chat with our team for doubts, technical issues, or help choosing a plan. Chat on WhatsApp

    Mock Test Series
    NISM XB
    Investment Advisor
    Exam-level difficulty
    ₹499₹79938% off

    Limited-time offer

    This course includes:

    6 full-length mock tests
    Study notes & formula sheets (3 PDFs)
    Doubt solving on WhatsApp
    Performance analytics to identify weak areas
    Access valid for 2 months

    7-day refund

    Instant access

    Secure checkout

    Your first week is on us to prove it

    Take a mock. Try topic practice. Read the explanations. If the pack isn’t helping your prep, request a full refund within 7 days of purchase.

    Start with confidence

    Syllabus covered

    20 sections · 143 topics · mock tests & practice

    Basics of Insurance8 topics
    • Some Simplistic/Common Examples
    • Need for Insurance
    • Fundamental Principles of Insurance
    • Concepts in Insurance
    • Role of Insurance in Personal Finance
    • Investing through Insurance
    • Role of Insurance Adviser
    • Regulations pertaining to Insurance
    Features of Life Insurance Products8 topics
    • Life Insurance Products
    • Life Insurance Needs Analysis
    • Types of Life Insurance Products
    • Facilities available under Life Insurance Policies
    • Insurance under Married Women's Property Act (MWPA)
    • Benefits, Limitation and Provisions when insurance taken from multiple companies
    • Criteria to evaluate various life insurance products
    • Global coverage for different Life Insurance Products
    Features of Non-Life Insurance Products4 topics
    • Non-Life Insurance
    • Benefits and Limitations of having multiple Insurance Policies
    • Comparison between Insurance Policies
    • Global coverage for different General Insurance Products
    Retirement Planning Basics5 topics
    • Need for Retirement Planning
    • Financial Goals and Retirement
    • Retirement Planning
    • Estimating Retirement Corpus
    • Superannuation Benefits to Employees
    Retirement Products3 topics
    • Accumulation related products
    • Portfolio created by an Investment Adviser
    • Distribution Related Products
    Miscellaneous Aspects of Retirement Planning4 topics
    • Advisor's role in Retirement Planning
    • Calculations for Retirement Planning
    • Criteria to evaluate various retirement benefit products
    • Concept of Philanthropy
    Concepts of Taxation21 topics
    • Framework
    • Key concepts
    • Income
    • Residential status
    • Five Heads of Income
    • Clubbing of Income
    • Set off and Carry forward of Losses
    • Exempt incomes
    • Deductions under Chapter VI-A
    • Rebate under section 87A
    • Minimum Alternate Tax
    • Alternate Minimum Tax
    • Gross Total Income
    • Total Income
    • Computation of Tax Payable
    • Double Tax Avoidance Agreement
    • Taxation Regime
    • Maximum Marginal Rate of Tax
    • Effective Rate of Tax
    • Tax Alpha
    • General Anti-Avoidance Rules
    Capital Gains5 topics
    • Basic Concepts
    • Capital asset
    • Types of Capital Asset
    • Transfer of Capital Asset
    • Computation of Capital Gains from Transfers
    Income from Other Sources6 topics
    • Introduction
    • Dividend Income
    • Interest on Securities
    • Gift of Securities
    • Shares issued at Premium by closely-held Company
    • Applicability of Income Computation and Disclosure Standards (ICDS)
    Taxation of Debt Products10 topics
    • Sources of Income from Debt Products
    • Types of Debt Products
    • Mutual Funds
    • Masala Bonds
    • Foreign Currency Convertible Bonds
    • Financial Securities
    • Taxation of Non-residents
    • Taxation of Market Linked Debentures
    • Benefits not allowed from capital gain arising from Market Linked Debentures (MLDs) or Specified Mutual Funds (SMFs) under Section 50AA
    • Summary of Taxation of Debt Products
    Taxation of Equity Products13 topics
    • Sources of Income
    • Listed Equity Shares
    • Tax Treatment of Unlisted Equity Shares
    • Tax Treatment of Preference Shares
    • Tax Treatment for GDR/ADR
    • Tax Treatment of Shares Warrants
    • Tax Treatment of Mutual Funds
    • Tax Treatment of Derivatives
    • Dividend Stripping
    • Bonus Stripping
    • Benefits not allowed from Capital Gains
    • Adjustment of Exemption Limit from Capital Gains
    • Summary of Taxation of Equity Products
    Taxation of Other Products10 topics
    • Taxation of Employees Stock Option Plan
    • Sovereign Gold Bonds
    • National Pension System
    • Real Estate Investment Trust
    • Infrastructure Investment Trust
    • Alternative Investment Funds
    • Exchange Traded Funds (ETFs)
    • Tax aspects of Life Insurance Products
    • Tax aspects of Reverse Mortgage
    • Taxation of other Derivative Products
    Tax Provisions for Special Cases12 topics
    • Taxation of Bonus Shares
    • Taxation on Share Split or Consolidation of Shares
    • Taxation of Buyback of Shares
    • Taxation of Companies in Liquidation
    • Taxation of Rights Issues
    • Taxation in case of Mergers & Acquisitions
    • Taxation in case of Stock Lending and Borrowing
    • Taxation in case of conversion of Preference Shares into Equity Shares
    • Taxation in case of Conversion of Stock into Capital Asset
    • Taxation in case of Segregated Portfolios of Mutual Funds
    • Taxation in case of Consolidation of Mutual Fund schemes or plans
    • Taxation in case of winding up of Mutual Funds
    Basics of Estate Planning6 topics
    • Estate Planning
    • Constituents of Estate
    • Elements of Estate Planning
    • Applicable Laws
    • Mutation
    • Caselet
    Tools for Estate Planning9 topics
    • Tools for Estate Planning
    • Concept of Wills
    • Probate
    • Gifts, Joint Holding and Nominations
    • Family Settlement
    • Trust - Characteristics and Regulations
    • Guardianship
    • Powers of Attorney
    • Caselets
    Basics of Behavioral Finance6 topics
    • Behavioural Finance versus Standard Finance
    • How do individuals make decision?
    • Categorization of Biases
    • Fusion Investing
    • Behavioural Finance explains Market Anomalies
    • Behavioural Finance explains Bubbles and Crashes
    Behavioral Finance in Practice3 topics
    • Role of emotions in goal setting
    • Nudging the investor to behave better
    • Role of Investment Adviser in management of client emotions
    Risk Profiling for Investors3 topics
    • Risk Profiling for Investors and Risk Profiling Approach
    • Parameters for Risk Profiling
    • Role of Risk Profiling in Asset Allocation
    Comparison of Products Across Categories3 topics
    • Performance data for investment products
    • Attribute portfolio performance and Evaluation of investment alternatives
    • Other Comparatives
    Case Studies4 topics
    • Case 1
    • Case 2
    • Case 3
    • Case 4

    A few things before you start

    Choose the pack because it fits your preparation.

    How many mock tests are included?

    You get 6 full-length mocks.

    What is the validity after purchase?

    You receive 2 months of full access. Most students finish prep in 7–10 days.

    Can I access the platform on mobile?

    Yes. It works smoothly on both mobile and desktop.

    What if I need help while preparing?

    Expert support is available for doubts, explanations, and concepts.

    What if I don't like it?

    You're covered with a 7-day money-back guarantee.

    Make your next
    study hour count

    Get my NISM XB prep pack
    7-day refundInstant access
    NISM XB Prep Pack
    ★★★★★4.7 (553 ratings)
    ₹499All inclusive