Marketing of Financial Services – Ashwin wants to purchase a holiday home by liquidating his retirement savings 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.

30 Apr

Ashwin wants to purchase a holiday home by liquidating his retirement savings 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.

Ashwin wants to purchase a holiday home by liquidating his retirement savings 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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Case Studies & Projects

Contact: Prakash

Call us +919741410271/ 08722788493 or

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Marketing of Financial Services

1. Explain the concept of Online Marketing of financial services. How is it changing the way financial products and services are sold in India?

2. One week ago you bought a ULIP policy from a private Life Insurance company. On receiving the policy copy, you realize that the Life Insurance policy was mis-sold. Would it be possible for you to return the policy? What strategy would you follow to settle the matter with the insurance company?

3. You are a Financial Planner. Your client Ashwin Aswani aged 37 years, married with 1 child requires your help to make few 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 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 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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Case Studies & Projects

Contact: Prakash

Call us +919741410271/ 08722788493 or

Email: smu.assignment@gmail.com

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Marketing of Financial Services – Ashwin wants to buy a Pure Risk Life Insurance cover. He is confused whether he should buy a ULIP or a Term Plan. Recommend the product best suited for him giving valid reasons.

30 Apr

Ashwin wants to buy a Pure Risk Life Insurance cover. He is confused whether he should buy a ULIP or a Term Plan. Recommend the product best suited for him giving valid reasons.

Ashwin wants to buy a Pure Risk Life Insurance cover. He is confused whether he should buy a ULIP or a Term Plan. Recommend the product best suited for him giving valid reasons.

GET NMIMS MBA Solved Assignment Solutions

Case Studies & Projects

Contact: Prakash

Call us +919741410271/ 08722788493 or

Email: smu.assignment@gmail.com

Visit: – www.mbaassignmentsolutions.com

Marketing of Financial Services

1. Explain the concept of Online Marketing of financial services. How is it changing the way financial products and services are sold in India?

2. One week ago you bought a ULIP policy from a private Life Insurance company. On receiving the policy copy, you realize that the Life Insurance policy was mis-sold. Would it be possible for you to return the policy? What strategy would you follow to settle the matter with the insurance company?

3. You are a Financial Planner. Your client Ashwin Aswani aged 37 years, married with 1 child requires your help to make few 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 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 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.

GET NMIMS MBA Solved Assignment Solutions

Case Studies & Projects

Contact: Prakash

Call us +919741410271/ 08722788493 or

Email: smu.assignment@gmail.com

Visit: – www.mbaassignmentsolutions.com

You are a Financial Planner. Your client Ashwin Aswani aged 37 years, married with 1 child requires your help to make few financial decisions. (You can make any assumptions to further build up your case.)

30 Apr

You are a Financial Planner. Your client Ashwin Aswani aged 37 years, married with 1 child requires your help to make few financial decisions. (You can make any assumptions to further build up your case.)

GET NMIMS MBA Solved Assignment Solutions

Case Studies & Projects

Contact: Prakash

Call us +919741410271/ 08722788493 or

Email: smu.assignment@gmail.com

Visit: – www.mbaassignmentsolutions.com

Marketing of Financial Services

1. Explain the concept of Online Marketing of financial services. How is it changing the way financial products and services are sold in India?

2. One week ago you bought a ULIP policy from a private Life Insurance company. On receiving the policy copy, you realize that the Life Insurance policy was mis-sold. Would it be possible for you to return the policy? What strategy would you follow to settle the matter with the insurance company?

3. You are a Financial Planner. Your client Ashwin Aswani aged 37 years, married with 1 child requires your help to make few 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 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 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.

GET NMIMS MBA Solved Assignment Solutions

Case Studies & Projects

Contact: Prakash

Call us +919741410271/ 08722788493 or

Email: smu.assignment@gmail.com

Visit: – www.mbaassignmentsolutions.com

Marketing of Financial Services – One week ago you bought a ULIP policy from a private Life Insurance company. On receiving the policy copy, you realize that the Life Insurance policy was mis-sold. Would it be possible for you to return the policy? What strategy would you follow to settle the matter with the insurance company?

30 Apr

One week ago you bought a ULIP policy from a private Life Insurance company. On receiving the policy copy, you realize that the Life Insurance policy was mis-sold. Would it be possible for you to return the policy? What strategy would you follow to settle the matter with the insurance company?

GET NMIMS MBA Solved Assignment Solutions

Case Studies & Projects

Contact: Prakash

Call us +919741410271/ 08722788493 or

Email: smu.assignment@gmail.com

Visit: – www.mbaassignmentsolutions.com

Marketing of Financial Services

1. Explain the concept of Online Marketing of financial services. How is it changing the way financial products and services are sold in India?

2. One week ago you bought a ULIP policy from a private Life Insurance company. On receiving the policy copy, you realize that the Life Insurance policy was mis-sold. Would it be possible for you to return the policy? What strategy would you follow to settle the matter with the insurance company?

3. You are a Financial Planner. Your client Ashwin Aswani aged 37 years, married with 1 child requires your help to make few 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 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 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.

GET NMIMS MBA Solved Assignment Solutions

Case Studies & Projects

Contact: Prakash

Call us +919741410271/ 08722788493 or

Email: smu.assignment@gmail.com

Visit: – www.mbaassignmentsolutions.com

Marketing of Financial Services – Explain the concept of Online Marketing of financial services. How is it changing the way financial products and services are sold in India?

30 Apr

Explain the concept of Online Marketing of financial services. How is it changing the way financial products and services are sold in India?

GET NMIMS MBA Solved Assignment Solutions

Case Studies & Projects

Contact: Prakash

Call us +919741410271/ 08722788493 or

Email: smu.assignment@gmail.com

Visit: – www.mbaassignmentsolutions.com

Marketing of Financial Services

1. Explain the concept of Online Marketing of financial services. How is it changing the way financial products and services are sold in India?

2. One week ago you bought a ULIP policy from a private Life Insurance company. On receiving the policy copy, you realize that the Life Insurance policy was mis-sold. Would it be possible for you to return the policy? What strategy would you follow to settle the matter with the insurance company?

3. You are a Financial Planner. Your client Ashwin Aswani aged 37 years, married with 1 child requires your help to make few 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 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 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.

GET NMIMS MBA Solved Assignment Solutions

Case Studies & Projects

Contact: Prakash

Call us +919741410271/ 08722788493 or

Email: smu.assignment@gmail.com

Visit: – www.mbaassignmentsolutions.com

Marketing of Financial Services June 2018 Assignment

01 Apr

Marketing of Financial Services

1. Design a Financial Literacy program for a Mutual Fund (Asset Management Company) of your choice.

2. One week ago you bought an endowment policy from a private Life Insurance company. On receiving the policy copy, you realize that the Life Insurance policy was mis-sold. Would it be possible for you to return the policy? What strategy would you follow to settle the matter with the insurance company?

3. Ashwin Kothari, aged 35 years, is employed with a MNC. His wife Rimmi, aged 33 years, is also working part – time. The couple has two children – daughter Rima aged 6 years and son Vansh aged 4 years. Ashwin and Rimmi require your help to make a few financial decisions. (Give justification and reasoning for the option you would suggest to your client. You can make any assumptions to further build up your case.)

a. Children’s higher education: Child plan of a life insurance company or a Mutual Fund SIP along with a Life Insurance term plan.

b. Retirement Planning: Fixed deposits or Mutual Fund SIPs in a diversified equity fund.

Ashwin wants to purchase a holiday home by liquidating his retirement savings fund

15 Sep

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.

Ashwin wants to buy a Pure Risk Life Insurance cover

15 Sep

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.

You are a Financial Planner. Your client Ashwin Aswani aged 40 years

15 Sep

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.

A study has shown that Insurance agents in India have an incentive

15 Sep

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.