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Internal
Assignment Applicable for December 2017 Examination
Marketing
of Financial Services
Q 1) Explain the concept of Online
Marketing of financial services. How is it changing the way financial services
are sold in India?
Q2) A study has shown that Insurance
agents in India have an incentive to recommend more expensive and less suitable
products to consumers. Suggest a roadmap for the Insurance industry where there
would be a win-win for both agents and the consumers.
Q 3) You are a Financial Planner. Your
client Ashwin Aswani aged 40 years, married with 1 child requires your help to
make some financial decisions. (You can make any assumptions to further build
up your case.)
a) Ashwin wants to buy a Pure Risk Life
Insurance cover. He is confused whether he should buy a ULIP, Endowment or a
Term Plan. Recommend the product best suited for him giving valid reasons. b)
Ashwin wants to purchase a holiday home by liquidating his retirement savings fund
and taking a home loan for the next 10 to 15 years. Ashwin wants your opinion
whether this is an appropriate strategy for a Retirement Plan.
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