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Marketing of Financial Services
September
2023 Examination
Q1) Amit bought a Family Floater Health Insurance
policy from a leading private General Insurance company through his Bank. His
wife Preeti, covered under the policy was hospitalized for 5 days. The
insurance company has not yet settled his claim even after 2 months of making
all submissions. What steps and strategy should Amit follow to ensure that the
insurance company settles his claim?
Ans:
Introduction
Health
insurance plays a vital position in presenting financial protection against
clinical expenses. It assures individuals and families that they'll receive
financial help during illness or injury. However, in some cases, policyholders
want to assist with claiming their insurance benefits. Amit's situation is a
high instance of this dilemma.
Amit made a
sensible decision by purchasing a family Floater health insurance coverage
covering multiple family members
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Q2)
Your client, Dilip Aswani 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.
Ans:
Introduction:
Investing in the equity market can be daunting
for individuals like Dilip Aswani. The fear of market volatility, the
uncertainty of timing entry and exit points, and the emotional biases of
investing often deter people from taking advantage of the lengthy-term growth
potential equities offer. But several investment strategies and strategies can
help mitigate these biases and boom the chances of successfully investing. This
text will explore some of these techniques and their packages to help Dilip
Aswani overcome his reservations and make knowledgeable funding decisions.
Q3)
You
are a Financial Planner. Your client Alpesh Shah (age 32 years) works with a
pharma company earning Rs. 18 lakhs per annum. His wife Prema (age 30 years) is
a homemaker. They have one daughter (age 3 years). The couple requires your
help to make some financial decisions. (You can make any assumptions to further
build up your case.)
a)
Alpesh
wants to buy a Pure Risk Life Insurance cover of Rs 1.5 crore. He is confused
whether he should buy a ULIP, Endowment or a Term Plan. Recommend the product
best suited for his requirement.
Ans:
Introduction:
As
a financial planner, I understand the importance of securing one's financial
future and protecting against sudden events. Alpesh Shah's preference to buy a
pure risk lifestyle insurance cover of Rs 1.5 crore is a responsible step
toward ensuring his family's financial well-being. In this case, we will
evaluate the suitability of three life coverage products: ULIP, Endowment, and
b)
Alpesh
has expressed his desire to retire by the age of 55. Design a retirement plan
for him.
Ans:
Introduction:
As
a financial planner, it is my responsibility to help individuals in making
informed decisions regarding their financial future. Alpesh Shah, a 32-year-old
employee at a pharmaceutical company, and his wife Prema have approached me for
guidance in creating a retirement plan. Alpesh aims to retire by age 55, and
with careful planning, we can assist him in gaining his
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