NARSEE SEP 2021 ASSIGNMENT HELP Sumit wants to buy a Pure

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Marketing of Financial Services
1. Develop a Public Relations campaign for IRDA to help create awareness about Life Insurance sector and to educate policy holders about their rights. (10Marks)
2. Sanjay Bhat, (age 34 years) works with a pharmaceutical company and has not yet started to invest for his retirement. Sanjay is married to Pooja (age 30 years) and they have one son aged 2 years. Sanjay wants you to prepare a plan for him to retire latest by age 60. (You can make any assumptions to further build up your case.) (10 Marks)
3. You are a Financial Planner. Your client Sumit Raghani 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 Rimmi 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. Sumit wants to buy a Pure Risk Life Insurance cover of Rs 1.5 crore. He is confused whether he should buy a ULIP or a Term Plan. Recommend the product best suited for his requirement. (5Marks)
b. Sumit and Priti want your help to invest for Rimmi s higher education which they estimate would be required after 15 years. (5 Marks)

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[email protected]
+91 95030-94040