Your client wants to invest in Mutual Funds that rebalance the portfolio between equity and debt. Explain how it could be beneficial for your client to invest in such funds.

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Marketing of Financial Servicesinfo_at_answersheets
.in91 95030-94040
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• Marketing of Financial Services
•  
• Q 1) Develop a Service Marketing Mix (using 8 Ps)
  for a private Life Insurance company of your
  choice. (10 Marks)
• Q 2) Your client wants to invest in Mutual Funds
  that rebalance the portfolio between equity and
  debt. Explain how it could be beneficial for your
  client to invest in such funds. (10 Marks)

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• Q 3) You are a Financial Planner. Your client
  Ashish Shukla aged 23 years has just started his
  career with an IT company earning Rs 7 lakhs per
  year. Ashish requires your help to make some
  financial decisions. (You can make any
  assumptions to further build up your case.)
•  
• a) Ashish wants to buy a Life Insurance policy.
  He is confused whether he should buy a ULIP or a
  Term Plan. Give justification and reasoning for
  the option you would suggest to your client. (5
  Marks)
•  
•  

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• b) Ashish wants your help to maximize his savings
  and to understand how he can get the maximum
  benefit of compounding to grow his investments.
  Help Ashish develop a investment plan to meet his
  life goals. (5 Marks)

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