NMIMS PDGFM SEM 3

Marketing of financial services

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&rsquos higher education which they estimate would be required after 18 years. 5 Marks

International Finance

1. ABC Ltd was planning to raise equity from other financial markets. The economy in which the company was present was not doing good and there was a lack of liquidity in the economy. As a Finance Manager prepare a report on the advantages of cross listing on foreign exchanges to present it to the management of the firm.

2. The profitability and financial soundness of a company can be determined by analyzing financial statements. How can economic transactions of an economy be analysed Prepare a report on the purpose of calculation of balance of payments and also mention the components of different parts of the balance of payments accounts.