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.

Explain the concept of Online Marketing of financial services

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.

Marketing of Financial Services

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.

Marketing of Financial Services

27 Jun

Q 1) Design a Digital Marketing campaign for a Financial Services company of your choice.

Q 2) Develop a Public Relations campaign for IRDA to create awareness about Life Insurance sector and to educate policyholders about their rights.

Q 3) Ashwin Advani, aged 32 years, working with an IT company, has approached you for preparing his Financial Plan. He earns salary of Rs. 15 lakh per annum. His wife Kiran, aged 30 years, is a homemaker. They have one son Kabir, aged 3 years. (You can make any assumptions to further build up your case.)

a. Ashwin has expressed his desire to retire by the age of 55. Design a retirement plan for him.

b. Ashwin and Kiran want to start investing for Kabirs higher education and marriage. Develop an investment strategy to help them achieve their goals.