Marketing of Financial Services | NMIMS Assignment Help April 2023 Question
1. Develop a Public Relations campaign for IRDA to create awareness about Life Insurance and to educate policyholders about their rights.
2. Your client wants to invest in Mutual Funds that rebalance the portfolio between equity and debt. Explain how it could be beneficial for your client to invest in such funds.
3. You are a Financial Planner. Your client Arpit (age 35 years) works with an IT
company earning Rs. 18 lakhs per annum. His wife Ritu (age 32 years) is a homemaker. They have one daughter Prema (age 4 years). The couple requires your help to make few financial decisions. (You can make any assumptions to further build up your case.)
a. Arpit 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.
b. Arpit has expressed his desire to retire by the age of 55. Design a retirement plan for him.