Description
For Nmims answersheets contact
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+91 95030-94040
Marketing of Financial Services
1. Develop a Public Relations campaign for IRDA to create awareness about the Life Insurance sector and to educate policyholders about their rights. (10 Marks)
2. One of your clients wants to apply for a Home Loan in the next 12 to 18 months. Few months back the client had lost his job during the COVID-19 pandemic and delayed his credit card payments. The client is worried that this may impact his credit score maintained by Credit Bureaus. Suggest a roadmap to your client to improve his credit score. (10 Marks)
3. You are a Financial Planner. Your client Ankit Desai (age 35 years) works with an FMCG company earning Rs. 18 lakhs per annum. His wife Ritu (age 32 years) is a homemaker. They have one daughter Rima (age 4 years). The couple requires your help to make few financial decisions. (You can make any assumptions to further build up your case.)
a. Ankit 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. Ankit has expressed his desire to retire by the age of 55. Design a retirement plan for him. (5 Marks)
For Nmims answersheets contact
[email protected]
+91 95030-94040
doc_519479298.docx
For Nmims answersheets contact
[email protected]
+91 95030-94040
Marketing of Financial Services
1. Develop a Public Relations campaign for IRDA to create awareness about the Life Insurance sector and to educate policyholders about their rights. (10 Marks)
2. One of your clients wants to apply for a Home Loan in the next 12 to 18 months. Few months back the client had lost his job during the COVID-19 pandemic and delayed his credit card payments. The client is worried that this may impact his credit score maintained by Credit Bureaus. Suggest a roadmap to your client to improve his credit score. (10 Marks)
3. You are a Financial Planner. Your client Ankit Desai (age 35 years) works with an FMCG company earning Rs. 18 lakhs per annum. His wife Ritu (age 32 years) is a homemaker. They have one daughter Rima (age 4 years). The couple requires your help to make few financial decisions. (You can make any assumptions to further build up your case.)
a. Ankit 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. Ankit has expressed his desire to retire by the age of 55. Design a retirement plan for him. (5 Marks)
For Nmims answersheets contact
[email protected]
+91 95030-94040
doc_519479298.docx