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Title:SEP 2021 NM UNIQUE ASSIGNMENTS - Sanjay Bhat, (age 34 years) works with a pharmaceutical company and
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Phone:+91 95030-94040
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For Nmims answersheets contact

info.answersheets@gmail.com

+91 95030-94040

 

Marketing of Financial Services

1. Develop a Public Relations campaign for IRDA to help create awareness about Life Insurance sector and to educate policy holders about their rights. (10Marks)

2. Sanjay Bhat, (age 34 years) works with a pharmaceutical company and has not yet started to invest for his retirement. Sanjay is married to Pooja (age 30 years) and they have one son aged 2 years. Sanjay wants you to prepare a plan for him to retire latest by age 60. (You can make any assumptions to further build up your case.) (10 Marks)

3. You are a Financial Planner. Your client Sumit Raghani aged 35 years and works with an IT company earning Rs 15 lakhs per year. His wife Priti, aged 32 years, is a homemaker. They have one daughter Rimmi aged 5 years. The couple requires your help to make some financial decisions. (You can make any assumptions to further build up your case.)

a. Sumit wants to buy a Pure Risk Life Insurance cover of Rs 1.5 crore. He is confused whether he should buy a ULIP or a Term Plan. Recommend the product best suited for his requirement. (5Marks)

b. Sumit and Priti want your help to invest for Rimmi’s higher education which they estimate would be required after 15 years. (5 Marks)

 

For Nmims answersheets contact

info.answersheets@gmail.com

+91 95030-94040

 

Posted On:7/19/2021 11:12:17 PM

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