NMIMS Marketing of financial services solutions December 2023

Description

NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Marketing of Financial Services
Internal Assignment Applicable for December 2023 Examination
Assignment Marks: 30
Instructions:
 All Questions carry equal marks.
 All Questions are compulsory
 All answers to be explained in not more than 1000 words for question 1 and 2 and for question 3 in not more than 500 words for each subsection. Use relevant examples, illustrations as far as possible.
 All answers to be written individually. Discussion and group work is not advisable.
 Students are free to refer to any books/reference material/website/internet for attempting their assignments, but are not allowed to copy the matter as it is from the source of reference.
 Students should write the assignment in their own words. Copying of assignments from other students is not allowed
 Students should follow the following parameter for answering the assignment questions.
Q.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)

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