B.Com In Investment Management SEM I 2022 2023 2023 INV. MGT. BASICS OF INVESTMENT AND WEALTH CREATION Question Paper - Mumbai University | munotes

Questions asked in this paper

1. Q1 All Questions are Compulsory
2. Q2 All Questions carr) equal MARKS Attempt Following Multiple Choice Questions (ANY EIGHT) 08
   • i) Which is not a type of consumer loan?
   • ii) Cash is the money leaving the business
   • iii) Trustees
   • iv) LLP is a partnership with the liability
   • v) Budgets and forecasting are prepared by
   • vi) Payment of wages is an example of term debt
   • A. long B. short C. medium D. negative
   • vii) The investment period of short term investment is
   • A. long B. short C. medium D. negative
   • viii) Buying low and selling high, making a large capital gain is associated with
   • ix) Simple interest is a quick and easy method of calculating the charge on
   • x) An asset class is a grouping of investments that exhibit characteristics and are subject to the same laws and regulations State whether following statements are true or false: (Any 7) Present value is just another name for face value
3. Q2 Nominal rate of interest and stated rate of interest are different types of
4. Q3 EMI stands for expected monthly installments / VCD/ FYBIM I Basics of Investmént and Wealth Creation 2,2 Marks
5. Q4 Nominal Tale of interest js an stated rate interest p.a
6. Q5 Simple interest js calculated on the Principal amount only 6.The loan taken from any financial institution is repaid by Considering simple interest on the loan amount COAsists of parts- interest Part and their Principal Part 8.The EM Increases if the Payment period is increased 9.For an annuity due, the Payments are Made at the beginning of each Period, simple interest Principal amount are known then rate of interest can be
7. Q2 a) Define the term interest rate and explain simple and COmpound interest rate With ig =
   • b) How tO prepare inflow and cash outflow Statement. 07 Explain in detail al] the forms of business 08
   • d) Howto Prepare an income Statement. 07
8. Q3 a) Calculate the Cash and Net Working capital from following Particulars. If the Coupon rate of interest Rs.1000 Par value Perpetual bond js 6%. The bonds 97 market price js Rs.800 then determine the yield Mr.Sanju invests a sum of Rs. 12,000 for the period Of 3years at 10% 08 interest P.a. How much money would he back at the end of 3 years 8 marks
   • d) The ratio of Fatima’s income to her is The Percentage of money Saved by her is 9
9. Q4 a) Mihir took a loan of Rs.50,000 from a bank for a Period of lyear and 12% pa. Find the EMI using reducing balance Method 8 marks
   • b) Mr. Raju deposits a certain amount at the end Of every year for 4 years ina bank. 07 The rate Of interest js 9% p.a half yearly. Find the effective rate of Mrx brought a Machine With a cash Payment of and for Monthly 08 installments of each. What js the cost of Machine if the company charges
   • d) A deposit of Rs.10,000 IS made to Carn interest at the rate 12% pa, Find out future value of this deposit if compounding Period js half yearly FYBIM SEM I Basics of Investment and Wealth Creation 2.30Hrs 75!Marké Investment risk and its tyes? 08
   • b) Explain principles of wealth creaiion. 07 Write short notes on — any three 15
   • i) Wealth protection

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