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Marketing of Financial
Services
September 2022 Examination
Q1. Design a Financial
Literacy program for an Asset Management Company (Mutual Fund) of your choice.
(10 Marks)
Ans 1.
Introduction
Defining
financial Literacy -
Is the knowledge and application of different forms of financial acumen. These
may encompass understanding how credit works, creating finances, and saving for
retirement. Financial literacy encompasses the expertise of diverse economic
instruments, such as ETFs, stocks, and bonds, and creating an investment plan.
The Asset control company (Mutual Fund) of my choice is HDFC Mutual Fund. This
company's
Q2. Structure a better
alternative to the Child Plans offered by Life Insurance companies. The
alternative suggested should cover both a life insurance plan as well as an
investment avenue. (10 Marks)
Ans 2.
Introduction
The profound joy of
welcoming a baby into your family is matchless. Limitless anticipation can even
change into unlimited celebrations. A baby changes the sector in any own
family. Due to this new arrival, your goals as parents end up more
significantly pleasant too. A profession-deserving education could support a
lavish wedding, a high-flying profession, and the kid's future needs because
the natural continuation comes to the fore. One may additionally tend to
overlook their other responsibilities (within the excitement), taking care of
aging parents, buying
Q3. SumitAswani, aged
34 years, working with a pharma company, has approached you for preparing his
Financial Plan. He earns a salary of Rs. 21 lakhs per annum. His wife Prerna,
aged 32 years, is a homemaker. They have one son Kabir, aged 3 years. (You can
make any assumptions to further build up your case.)
a. Sumit and Prerna want
to start investing in Kabir's higher education. Develop an investment strategy
to help them achieve their goal. (5 Marks)
Ans 3a.
Introduction
In accord with Sumit
and Prerna's wish to start investing in Kabir's higher education, I might
advise LIC's "New children's cash back Plan". It's a traditional,
non-connected, taking part, and money-back plan. It is a tailor-made plan via
Survival benefits that cater to schooling, marriage, and different
extraordinary forms of wishes of growing kids. Moreover, it offers a
b. Sumit has expressed
his desire to retire by the age of 55. Design a retirement plan for him. (5
Marks)
Ans 3b.
Introduction
If anyone like Sumit
is 55 years of age and desires to retire at that age, he needs the right
retirement plan. For this kind of human, a retirement benefits scheme wishes to
be planned.
Whether anyone plans
to retire late, early, or in no way but has an ok amount of money saved, it is
fit for making all the difference, psychologically and financially. Your
recognition needs to be
Dear students, get latest Solved assignments by professionals.
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