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Total No. of Questions : 13
[Total No. of Printed Pages : 03]
UC-587
M.B.A. (Plain) Examination, 2024
(Full Time)
(Third Semester)
FINANCIAL PLANNING AND WEALTH MANAGEMENT
MANAGEMENT
Paper FSB-2
Time : 3 Hours]
[Maximum Marks : 80
Note : The question paper is divided into two Sections.
Attempt both Sections as directed.
Section A
(Short Answer Type Questions)
Note : Attempt any four questions.
4x8=32
1.
What is the role of Wealth Manager ?
2.
Describe the role of IRDA in the Indian Insurance Sector.
3.
Discuss the various types of retirement plans and their benefits.
4.
How does time affect market risk ?
5.
Write a short note on traditional investment planning.
6.
Define the hedge fund. How it differs from Mutual Fund ?
7.
Explain the Indian Tax System in detail.
8.
What are the seven steps in the estate planning process ?
Section B
(Long Answer Type Questions)
Note : Attempt any three questions.
3x16=48
9.
Define the term Financial Planning. Also explain the process and importance of financial planning.
10.
(a) How are insurance premiums set ?
(b) How to determine the best insurance pricing strategy ?
11.
Write short notes on the following :
(a) Superannuation
(b) Provident Fund.
12.
What do you understand by Wealth Management ? Explain the process of Wealth Management in detail. Also mention few alternative investment.
13.
Describe the strategies for preparing a financial plan and implementing personal financial plan.