Sep 2023 Plagiarized Assignments Contact
[email protected]
+91 9902787224
Marketing of Financial Services

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? (10 Marks)
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. (10 Marks)

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. (5 Marks)

b) Alpesh has expressed his desire to retire by the age of 55. Design a retirement plan for him. (5 Marks)

Sep 2023 Plagiarized Assignments Contact
[email protected]
+91 9902787224