NMIMS Global Access
School for Continuing Education (NGA‐SCE)
Course: Marketing of Financial Services
Internal Assignment Applicable for September 2016 Examination
Assignment Marks: 30
Instructions:
All Questions carry equal marks.
All Questions are compulsory
All answers to be explained in not more than 1000 words for question 1 and 2 and for
question 3 in not more than 500 words for each subsection. Use relevant
examples,
illustrations as far as possible.
All answers to be written individually. Discussion and group work is not advisable.
Students are free to refer to any books/reference material/website/internet for
attempting their assignments, but are not allowed to copy the matter as it is from the
source of reference.
Students should write the assignment in their own words. Copying of assignments from
other students is not allowed
1. You had bought a Family Floater Health Insurance policy from a leading private
General Insurance company. Two months ago a family member covered under the
policy was hospitalized for 2 days. The insurance company has not yet settled your
claim. What steps and strategy would you follow to ensure that the insurance company
settles your claim? (10 Marks)
2. Develop a Service Marketing Mix (using 8 Ps) for a Mutual Fund (Asset Management
Company) of your choice. (10 Marks)
3. Amit Advani, aged 35 years, working with a pharmaceutical company, has
approached you for preparing his Financial Plan. He earns salary of Rs. 12 lakh per
NMIMS Global Access
School for Continuing Education (NGA‐SCE)
Course: Marketing of Financial Services
Internal Assignment Applicable for September 2016 Examination
annum. His wife Deepti, aged 36 years, is a homemaker. They have two sons Ansh
and Vansh, aged 6 years and 4 years respectively.
a) Amit and Deepti want you to prepare a financial plan to invest for Ansh and
Vansh’s higher education. This education fund would be required after 15 years
and 17 years respectively. (5 Marks)
b) Amit wants to start a business before he crosses the age of 50. Help Amit develop
a plan to become an entrepreneur. (5 Marks)
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