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NMIMS Global Access

Course: Marketing of Financial Services

Internal Assignment Applicable for December 2023 Examination

 

Assignment Marks: 30

 

Question. 1.Develop a Public Relations campaign for SEBI to educate retail investors about the risks involved in trading in the Futures and Options segment. (10 Marks)

Answer: Creating a Public Relations (PR) campaign for the Securities and Exchange Board of India (SEBI) to educate retail investors about the risks involved in trading in the Futures and Options (F&O) segment is crucial for promoting investor awareness and safeguarding their interests. Here's a comprehensive PR campaign plan:

Campaign Title: "F&O Wise: Know the Risks,

 

 

Question. 2. Your client Mr. Ashok Pandit has a moderate risk profile. Explain the potential benefits of investing in Mutual Funds that periodically rebalance their portfolio between equity and debt. (10 Marks)

Answer: Investing in mutual funds that periodically rebalance their portfolio between equity and debt can offer several potential benefits for clients with a moderate risk profile like Mr. Ashok Pandit. Here are some key advantages:

1. Risk Diversification:
• Rebalancing mutual funds
•  

 

Question. 3. As a Financial Planner, you have been approached by Anuj, a 35-year-old marketing executive earning an annual income of Rs. 15 lakhs. His wife, Neha, is 32 years old and currently a homemaker. They have a 4-year-old daughter named Riya. Anuj and Neha seek your expertise in making important financial decisions. Feel free to make any necessary assumptions to develop your recommendations.

 

Question.  A. Anuj and Neha, seek your assistance to plan for their daughter Riya's higher education expenses. They want to ensure they are financially prepared for her future educational needs. What advice or strategies would you recommend to help them save and invest wisely for Riya's higher education? (5 Marks)

 

Answer: To help Anuj and Neha plan for their daughter Riya's higher education expenses, I would recommend the following strategies:

1. Set Clear Goals:

• The first step is to define specific goals for Riya's higher education, including the desired degree or course, estimated duration, and the likely cost. It's important to account for inflation in education costs over time

 

Question. B. Anuj aims to retire by the age of 60. Design a comprehensive retirement plan for him. (5 Marks)

Answer: To design a comprehensive retirement plan for Anuj, who aims to retire by the age of 60, I would follow these steps and recommendations:

Step 1: Goal Setting

1. Determine Retirement Goals: The first step is to understand Anuj's retirement goals, including the desired lifestyle, any specific activities or travel plans, and any expected financial responsibilities.

Step 2: Current Financial Situation

2. Income and Expenses Analysis: Assess

 

 

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