NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Marketing of Financial Services
Internal Assignment Applicable for April 2020 Examination
1. Develop a Public Relations campaign for IRDA to create awareness about Life Insurance sector and to educate policyholders about their rights. (10 Marks)
2. Your client, Ashwin Motwani client 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. (10 Marks)
3. You are a Financial Planner. Your client Raj Shah (age 34 years) works with an IT company earning Rs. 15 lakhs per annum. His wife Deepti (age 32 years) is a homemaker. They have one daughter Rimmi (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. Raj 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. (5 Marks)
b. Raj and Deepti want your help to invest for Rimmi’s higher education which they estimate would be required after 18 years. (5 Marks)
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University: NMIMS