Marketing of Financial Services

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NMIMS Global Access

School for Continuing Education (NGA-SCE)

Course: Marketing of Financial Services

Internal Assignment Applicable for December 2015 Examination

Assignment Marks: 30

Q 1) You are a Financial Planner. A prospective client wants to invest in equity market. The client discussed with you various options such as daily trading, trading in equity derivatives, buying small value stocks, investing in Mutual Fund SIPs, Future and Options trading etc.

The client shared that he earns Rs 1, 50,000 per month and has a investible surplus of 20 per cent which he can deploy for Equity investments. Client is ready to take low to medium risk and has an investment horizon of 7 - 10 years (which of the discussed investment options would you askto client to avoid). Develop an investment strategy for this client as per his risk profile. (You can make assumptions to further build up your case.)

Answer: A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners).

Financial planning should cover all areas of the client’s financial needs and should result in the achievement of each of the client's goals as

Q 2) Develop a Service Marketing Mix (using 8 P’s) for a Mutual Fund (Asset Management Company) of your choice.

Answer:Any one marketing method alone isn't going to work. It's coming up with the right mix of multiple marketing methods that will lead to success. And, the mix has to be right for your individual business.

The term "marketing mix" is used to describe how businesses promote their products and services or how customers learn about a business's products and services.

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