MBA SOLVED ASSIGNMENT NMIMS JUNE 2020

Marketing of Financial Services
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1. Explain the concept of Online Marketing of financial services. How is it changing the

way financial products and services are sold in India? (10 Marks)

xiv 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? (10 Marks)

xvi. 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. (5 Marks)

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. (5 Marks)

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