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.

advertisement
Marketing of Financial Services
[email protected]
+91 95030-94040
Marketing of Financial Services
Q 1) Develop a Service Marketing Mix (using 8 Ps) for a private Life Insurance company of
your choice. (10 Marks)
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. (10
Marks)
Q 3) You are a Financial Planner. Your client Ashish Shukla 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. (5 Marks)
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. (5 Marks)
www.answersheets.in
[email protected]
[email protected]
+91 95030-94040
Download
Related flashcards

Business

28 cards

Labor

14 cards

Business

36 cards

Tourism in Greece

43 cards

Create Flashcards