Marketing Of Financial Services Nmims Assignment

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Course: Marketing Of Financial Services
Q 1) Develop a Service Marketing Mix (using 8 Ps) for a private Life Insurance company of your
choice.
Q 2) Your client wants to invest in Mutual Funds that rebalance the portfolio between equity and
debt. Explain how it could be beneficial for your client to invest in such funds.
Q 3) You are a Financial Planner. Your client AshishShukla aged 23 years has just started his career
with an IT company earning Rs 7 lakhs per year. Ashish requires your help to make some financial
decisions. (You can make any assumptions to further build up your case.)
a) Ashish wants to buy a Life Insurance policy. He is confused whether he should buy a ULIP or a
Term Plan. Give justification and reasoning for the option you would suggest to your client.
b) Ashish wants your help to maximize his savings and to understand how he can get the maximum
benefit of compounding to grow his investments. Help Ashish develop a investment plan to meet his
life goals.
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