Marketing of Financial Services:NMIMS Assignments April 2019: Contact at assignmentssolution@gmail.com

NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Marketing of Financial Services
Internal Assignment Applicable for April 2019 Examination
Assignment Marks: 30

1. Design a Financial Literacy program for an Asset Management Company (Mutual
Fund) of your choice. (10 Marks)

2. 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)
3. Ashwin Aswani, aged 32 years, working with an IT company, has approached you
for preparing his Financial Plan. He earns salary of Rs. 17 lakhs per annum. His
wife Kiran, aged 30 years, is a homemaker. They have a son Kabir, aged 3 years.
(You can make any assumptions to further build up your case.)
a) Ashwin and Kiran want to start investing for Kabir’s higher education. Develop an
investment strategy to help them to achieve their goal. (5 Marks)
b) Ashwin has expressed his desire to retire by the age of 55. Design a retirement plan
for him. (5 Marks)
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