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Total No. of Questions : 13
[Total No. of Printed Pages : 04
UE-632
M.B.A. (F.T.) Examination, 2025
(Third Semester)
BANK & FIN. SER. MGT.
FSB-2
Financial Planning and Wealth Mgt.
Time : 3 Hours]
[Maximum Marks : 80
Note : Attempt both Sections as directed.
Section A
(Short Answer Type Questions)
Note : Attempt any four questions. Each question carries 8 marks.
What are the key components of a well structured financial plan and why is it essential to have one in place ?
8Discuss the role of a wealth manager in helping investor achieve his financial goals.
8Explain two main types of taxes in India.
8Differentiate between futures and options in derivatives trading.
8What is the Insurance Regulatory and Development Authority of India (IRDA) and what are its functions ? Also, discuss the regulatory framework for life and general insurance companies.
8Explain the concept of SIP in Mutual funds and its advantages.
8What is National Pension System and how is it regulated in India ?
8What role does tax planning play in a comprehensive financial plan ?
8Section B
(Long Answer Type Questions)
Note : Attempt any three questions. Each question carries 16 marks.
Discuss the components of a comprehensive personal financial plan. How do financial goals, budgeting saving and investing fit into this plan ?
16Explain the concept of Life Insurance and General Insurance with different types of products available in the market. Explain, how family's financial goods/ needs can impact their choice of insurance products.
16Discuss the factors that influence an individual's retirement goals. What are the key steps involved in the retirement planning process ?
16Explain the difference between short-term and long-term investment planning. What role does diversification play in traditional investment planning ?
16What is a Will and why is it an essential tool in estate planning ? Also discuss the common mistakes people make when drafting a will and how can they be avoided ?
16