Marketing of Financial Services | NMIMS Assignment Help June 2023 Questions

Q1. Develop a Public Relations campaign for IRDA to help create awareness about Life Insurance sector and to educate policyholders about their rights.

Q2. Amit Chopra, (age 31 years) works with a pharmaceutical company and has not yet started to invest for his retirement. Amit is married to Neelam (age 28 years) and they have one son aged 2 years. Amit wants you to prepare a plan for him to retire by age 60. (You can make any assumptions to further build up your case.)                          

Q3. You are a Financial Planner. Your client Prashant Pandey aged 35 years and works with an IT company earning Rs 15 lakhs per year. His wife Priti, aged 32 years, is a homemaker. They have one daughter aged 5 years. The couple requires your help to make some financial decisions. (You can make any assumptions to further build up your case.)

a. Prashant wants to buy a Pure Risk Life Insurance cover of Rs 5 crore. He is confused whether he should buy a ULIP or a Term Plan. Recommend the product best suited for his requirement. 

b. Prashant and Priti want your help to invest for their daughter’s higher education which they estimate would be required after 15 year