NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Capital Market and Portfolio Management
Internal Assignment Applicable for December 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. Assume that you are an administrator of a large pension fund and you are deciding
whether to renew your contracts with your three money managers. Calculate the
performance of each manager. Assume you have the following results for each
individual’s performance:
Investment
Manager
Average Annual
Rate of Return
Beta
A 0.14 0.85
B 0.17 1.10
C 0.20 1.2
Market return= 15%, Risk-free rate= 8% and Beta of market=1
(10 marks)
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Capital Market and Portfolio Management
Internal Assignment Applicable for December 2016 Examination
2. Mr. Mehta invested in equity shares of Edelweiss financial services Ltd., its
anticipated returns and associated probabilities are given below:
Return % 5 10 15 20 25
Probability 0.10 0.15 0.20 0.25 0.30
Calculate the expected rate of return and risk in terms of standard deviation.
(10 marks)
3. a) The following information is given for a corporate bond. Price of the bond at the
beginning of the year: Rs. 95, Price of the bond at the end of the year: Rs.99,
Interest received for the year: Rs. 11. Compute the rate of return. (5 marks)
3. b) Suppose there are two profitable stocks in the market P and Q. Amit wants to
make investment in one of the stock. Suggest suitable stock based on return.
Probability Return on stock P Return on stock Q
10% 7% 5%
15% 10% 8%
20% 12% 10%
25% 15% 12%
30% 18% 14%
(5 marks)
******************
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Taxation - Direct & Indirect
Internal Assignment Applicable for December 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. Mrs Mangla owns a house. It is given on rent to a post office. Municipal value of
the property is Rs230,000. Fair rent is 240,000 and standard rent is Rs
234,000.Muncipal taxes paid by Mrs Mangla is Rs 50000 on March15,2015 and
Rs 55000on May15,2015. On May 1, 2015, rent is increased from Rs 15,000 to
20,000 per month with retrospective effect from April 1,2014Arrears of rent of
2014-15 are paid on May1, 2015. Find out the income chargeable to tax for the
assessment year 2015-16 and 2016-17. (10 Marks)
2. Mr Amaar purchased a land for 50 lacs and a building for 48 Lac for business
purpose. He wants to claim depreciation on both. As a tax consultant advise him
and also explain the conditions he should satisfy to claim depreciation.
(10 Marks)
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Taxation - Direct & Indirect
Internal Assignment Applicable for December 2016 Examination
3. a) ZARA International is a Spanish clothing and accessories retailer based in
Arteixo. The company established one of its subsidiary company in India to sell
the clothes and accessories of the non-resident parent company. Can these
intimate connections between these two can be termed as business connection?
Elaborate and illustrate with regard to the same. (5 Marks)
3. b) SecuritiesTransaction Tax (STT) is levied on every purchase or sale of
securities to stop tax avoidance of capital gains. Do all types of
securities/transactions falls in the scope of STT. Discuss the same with the
current rates of STT. (5 Marks)
*********************
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Corporate Finance
Internal Assignment Applicable for December 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. “Leverage being defined as the relationship between two financial variables”. Why the
study of leverages is an important concept in finance? (10 marks)
2. You being the finance manager of AB Ltd. The management is interested in CVP
analysis which helps in forecasting profits, in analyzing the changes in profit happens
because of changes in sales volume and cost. Discuss such CVP techniques you will
use to satisfy the management. (10 marks)
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Corporate Finance
Internal Assignment Applicable for December 2016 Examination
3. a) Given the following as cash flow from a project, calculate the NPV. The required
rate of return is 9 %
Whether the company should accept the project or not ? (5 Marks)
3. b) Given the following financial statement data, calculate the net operating cycle.
Credit sales 250000
Cost of goods sold 200000
Accounts receivable 25000
Inventory closing balance 23000
Inventory opening balance 20000
Accounts payable 17000
(5 Marks)
*******************
year Cash flow
0 -150000
1 25000
2 35000
3 45000
4 45000
5 55000
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Cost and Management Accounting
Internal Assignment Applicable for December 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. The board of directors of your company asked you to prepare certain projections,
reports and present certain information so that they can take decision regarding
whether to continue a particular venture or not. Discuss the tools you will be using
to extract and present the necessary accounting information to the management.
(10 Marks)
2. M Ltd introduces 5000 units in a process at a cost of Rs 20000. The wages
and
overhead incurred are Rs 12000 and Rs15000 respectively. In normal course 10 %
of the units introduced are defective. Actual output of goods is 4400 units. The
rectification cost of defective units is Rs 5 per unit.
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Cost and Management Accounting
Internal Assignment Applicable for December 2016 Examination
Calculate
The cost per unit
Value of abnormal loss
Process Account (10 Marks)
3. a) It is very necessary for an organization to analyses the cost drivers in order to
control cost and to maximize overall value. You are the cost accountant in Cipla
Ltd, suggest the major components for analysis, so that the company can lower its
costs and also create strategic competitive advantages. (5 Marks)
3. b) As this is the season of festivals employees of Mumbai Rayon fashion ltd are
getting the overtime premium because they are working beyond the working hours
in order to meet the market demand. You are the cost accountant of the company,
the management wants to discuss with you the effects of overtime on productivity
and how the same will be treated in cost accounting. Discuss at least five points.
(5 Marks)
*****************
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Marketing of Financial Services
Internal Assignment Applicable for December 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. One week ago you bought a ULIP from a private Life Insurance company. On
receiving the policy copy, you realize that the Life Insurance policy was mis-sold.
Would it be possible for you to return the policy? What strategy would you follow
to settle the matter with the insurance company? (Marks 10)
2. Develop a Public Relations campaign for a Life Insurance company of your choice.
(Marks 10)
3. Gyan Joshi, aged 35 years, is employed with a MNC. His wife Payal, aged 34 years,
is also working part - time. The couple has two children - daughter Rima aged 7
years and son Ansh aged 4 years. Gyan and Payal require your help to make few
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Marketing of Financial Services
Internal Assignment Applicable for December 2016 Examination
financial decisions. (Give justification and reasoning for the option you would suggest
to your client. You can make any assumptions to further build up your case.
a. Children’s higher education : Child plan of an life insurance company or a Mutual
Fund SIP along with a Life Insurance term plan (5 Marks)
b. Retirement Planning : Fixed deposits or Mutual Fund SIPs in a diversified equity
fund (5 Marks)
********************
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Strategic Cost Management
Internal Assignment Applicable for December 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. Nine Gems Ltd has just installed Machine-R at a cost of Rs 2,00,000. The machine has
a five year life with no residual value. The annual volume of production is estimated at
1,50,000 units, which can be sold at Rs 6 per unit. Annual operating costs are estimated
at Rs 2,00,000 (excluding depreciation) at this output level. Fixed costs are estimated at
Rs 3 per unit for the same level of production. Nine Gems Ltd has just come
across
another model called Machine-S capable of giving the same output at an annual
operating cost of Rs 1,80,000 (exclusive of depreciation). There will be no change in
fixed costs. Capital cost of this machine is Rs 2,50,000 and the estimated life is for 5
years with no residual value. The company has an offer for sale of Machine-R at Rs
1,00,000. The cost of dismantling and removal will be Rs 30,000. As the company has
not yet commenced operations, it wants to sell Machine-R and purchase Machine-S.
Nine Gems Ltd will be a zero-tax company, for seven years in view of several
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Strategic Cost Management
Internal Assignment Applicable for December 2016 Examination
incentives and allowances available. The cost of capital may be assumed at 14 per cent.
Advise whether the company should opt for replacement. (10 Marks)
2. A restructuring expert has been hired to explain to the management of a loss making
company the symptoms that are normally seen before a company qualifies for being
called as a restructuring candidate. You being an Executive Assistant to the expert are
required to present a small write up briefly explaining those symptoms.
3. a) As a qualified cost accountant, explain to the Board of Directors what are
the
objectives and scope of Cost Audit. (5 Marks)
3. b) A small team from amongst the corporate management group has been hearing about
target costing of late. Can you explain some of the key characteristics of
Successful
Target Costing? (5 Marks)
********************
School for Continuing Education (NGA-SCE)
Course: Capital Market and Portfolio Management
Internal Assignment Applicable for December 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. Assume that you are an administrator of a large pension fund and you are deciding
whether to renew your contracts with your three money managers. Calculate the
performance of each manager. Assume you have the following results for each
individual’s performance:
Investment
Manager
Average Annual
Rate of Return
Beta
A 0.14 0.85
B 0.17 1.10
C 0.20 1.2
Market return= 15%, Risk-free rate= 8% and Beta of market=1
(10 marks)
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Capital Market and Portfolio Management
Internal Assignment Applicable for December 2016 Examination
2. Mr. Mehta invested in equity shares of Edelweiss financial services Ltd., its
anticipated returns and associated probabilities are given below:
Return % 5 10 15 20 25
Probability 0.10 0.15 0.20 0.25 0.30
Calculate the expected rate of return and risk in terms of standard deviation.
(10 marks)
3. a) The following information is given for a corporate bond. Price of the bond at the
beginning of the year: Rs. 95, Price of the bond at the end of the year: Rs.99,
Interest received for the year: Rs. 11. Compute the rate of return. (5 marks)
3. b) Suppose there are two profitable stocks in the market P and Q. Amit wants to
make investment in one of the stock. Suggest suitable stock based on return.
Probability Return on stock P Return on stock Q
10% 7% 5%
15% 10% 8%
20% 12% 10%
25% 15% 12%
30% 18% 14%
(5 marks)
******************
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Taxation - Direct & Indirect
Internal Assignment Applicable for December 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. Mrs Mangla owns a house. It is given on rent to a post office. Municipal value of
the property is Rs230,000. Fair rent is 240,000 and standard rent is Rs
234,000.Muncipal taxes paid by Mrs Mangla is Rs 50000 on March15,2015 and
Rs 55000on May15,2015. On May 1, 2015, rent is increased from Rs 15,000 to
20,000 per month with retrospective effect from April 1,2014Arrears of rent of
2014-15 are paid on May1, 2015. Find out the income chargeable to tax for the
assessment year 2015-16 and 2016-17. (10 Marks)
2. Mr Amaar purchased a land for 50 lacs and a building for 48 Lac for business
purpose. He wants to claim depreciation on both. As a tax consultant advise him
and also explain the conditions he should satisfy to claim depreciation.
(10 Marks)
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Taxation - Direct & Indirect
Internal Assignment Applicable for December 2016 Examination
3. a) ZARA International is a Spanish clothing and accessories retailer based in
Arteixo. The company established one of its subsidiary company in India to sell
the clothes and accessories of the non-resident parent company. Can these
intimate connections between these two can be termed as business connection?
Elaborate and illustrate with regard to the same. (5 Marks)
3. b) SecuritiesTransaction Tax (STT) is levied on every purchase or sale of
securities to stop tax avoidance of capital gains. Do all types of
securities/transactions falls in the scope of STT. Discuss the same with the
current rates of STT. (5 Marks)
*********************
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Corporate Finance
Internal Assignment Applicable for December 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. “Leverage being defined as the relationship between two financial variables”. Why the
study of leverages is an important concept in finance? (10 marks)
2. You being the finance manager of AB Ltd. The management is interested in CVP
analysis which helps in forecasting profits, in analyzing the changes in profit happens
because of changes in sales volume and cost. Discuss such CVP techniques you will
use to satisfy the management. (10 marks)
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Corporate Finance
Internal Assignment Applicable for December 2016 Examination
3. a) Given the following as cash flow from a project, calculate the NPV. The required
rate of return is 9 %
Whether the company should accept the project or not ? (5 Marks)
3. b) Given the following financial statement data, calculate the net operating cycle.
Credit sales 250000
Cost of goods sold 200000
Accounts receivable 25000
Inventory closing balance 23000
Inventory opening balance 20000
Accounts payable 17000
(5 Marks)
*******************
year Cash flow
0 -150000
1 25000
2 35000
3 45000
4 45000
5 55000
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Cost and Management Accounting
Internal Assignment Applicable for December 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. The board of directors of your company asked you to prepare certain projections,
reports and present certain information so that they can take decision regarding
whether to continue a particular venture or not. Discuss the tools you will be using
to extract and present the necessary accounting information to the management.
(10 Marks)
2. M Ltd introduces 5000 units in a process at a cost of Rs 20000. The wages
and
overhead incurred are Rs 12000 and Rs15000 respectively. In normal course 10 %
of the units introduced are defective. Actual output of goods is 4400 units. The
rectification cost of defective units is Rs 5 per unit.
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Cost and Management Accounting
Internal Assignment Applicable for December 2016 Examination
Calculate
The cost per unit
Value of abnormal loss
Process Account (10 Marks)
3. a) It is very necessary for an organization to analyses the cost drivers in order to
control cost and to maximize overall value. You are the cost accountant in Cipla
Ltd, suggest the major components for analysis, so that the company can lower its
costs and also create strategic competitive advantages. (5 Marks)
3. b) As this is the season of festivals employees of Mumbai Rayon fashion ltd are
getting the overtime premium because they are working beyond the working hours
in order to meet the market demand. You are the cost accountant of the company,
the management wants to discuss with you the effects of overtime on productivity
and how the same will be treated in cost accounting. Discuss at least five points.
(5 Marks)
*****************
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Marketing of Financial Services
Internal Assignment Applicable for December 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. One week ago you bought a ULIP from a private Life Insurance company. On
receiving the policy copy, you realize that the Life Insurance policy was mis-sold.
Would it be possible for you to return the policy? What strategy would you follow
to settle the matter with the insurance company? (Marks 10)
2. Develop a Public Relations campaign for a Life Insurance company of your choice.
(Marks 10)
3. Gyan Joshi, aged 35 years, is employed with a MNC. His wife Payal, aged 34 years,
is also working part - time. The couple has two children - daughter Rima aged 7
years and son Ansh aged 4 years. Gyan and Payal require your help to make few
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Marketing of Financial Services
Internal Assignment Applicable for December 2016 Examination
financial decisions. (Give justification and reasoning for the option you would suggest
to your client. You can make any assumptions to further build up your case.
a. Children’s higher education : Child plan of an life insurance company or a Mutual
Fund SIP along with a Life Insurance term plan (5 Marks)
b. Retirement Planning : Fixed deposits or Mutual Fund SIPs in a diversified equity
fund (5 Marks)
********************
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Strategic Cost Management
Internal Assignment Applicable for December 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. Nine Gems Ltd has just installed Machine-R at a cost of Rs 2,00,000. The machine has
a five year life with no residual value. The annual volume of production is estimated at
1,50,000 units, which can be sold at Rs 6 per unit. Annual operating costs are estimated
at Rs 2,00,000 (excluding depreciation) at this output level. Fixed costs are estimated at
Rs 3 per unit for the same level of production. Nine Gems Ltd has just come
across
another model called Machine-S capable of giving the same output at an annual
operating cost of Rs 1,80,000 (exclusive of depreciation). There will be no change in
fixed costs. Capital cost of this machine is Rs 2,50,000 and the estimated life is for 5
years with no residual value. The company has an offer for sale of Machine-R at Rs
1,00,000. The cost of dismantling and removal will be Rs 30,000. As the company has
not yet commenced operations, it wants to sell Machine-R and purchase Machine-S.
Nine Gems Ltd will be a zero-tax company, for seven years in view of several
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Strategic Cost Management
Internal Assignment Applicable for December 2016 Examination
incentives and allowances available. The cost of capital may be assumed at 14 per cent.
Advise whether the company should opt for replacement. (10 Marks)
2. A restructuring expert has been hired to explain to the management of a loss making
company the symptoms that are normally seen before a company qualifies for being
called as a restructuring candidate. You being an Executive Assistant to the expert are
required to present a small write up briefly explaining those symptoms.
3. a) As a qualified cost accountant, explain to the Board of Directors what are
the
objectives and scope of Cost Audit. (5 Marks)
3. b) A small team from amongst the corporate management group has been hearing about
target costing of late. Can you explain some of the key characteristics of
Successful
Target Costing? (5 Marks)
********************
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