NMIMS
Global Access
School for Continuing Education (NGA-SCE)
Course: Marketing of Financial Services
Internal Assignment Applicable for April 2022 Examination
1.
Develop a Service Marketing Mix (using 8 Ps) for an Asset Management Company
(Mutual Fund) of your choice. (10 Marks)
2. Your
client had avoided investing in equities for his long term goals. He found
equity investments too risky and did not understand when to time his entry and
exit in the market. Explain some investment techniques that help negating the
biases involved in investing. (10 Marks)
3. You
are a Financial Planner. Your client Amit Advani aged 37 years and works with a
Pharma company earning Rs 18 lakhs per year. His wife Deepti, aged 34 years, is
a homemaker. They have one son Nilesh aged 7 years. The couple requires your
help to make some financial decisions. (You can make any assumptions to further
build up your case.)
a. Amit
wants to buy a Pure Risk Life Insurance cover of Rs 2 crore. He is confused
whether he should buy a ULIP, Endowment or a Term Plan. Recommend the product
best suited for his requirement. (5 Marks)
b. Amit
and Deepti want your help to invest for Nilesh’s higher education which they
estimate would be required after 14 years. (5 Marks)
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