B.Com In Investment Management SEM II 2021 2022 May 2022 WEALTH MANAGEMENT Question Paper - Mumbai University | munotes

Questions asked in this paper

1. Q1 Select appropriate options from the following MCQs. 40 marks
2. Q2 Equity shareholders share profit in the form is an example of an asset class
3. Q4 The IRDA was set
4. Q5 Under a deed, the asset is transferred immediately
   • a) gift b) will c) trust d) power
5. Q6 The need of compulsory motor insurance was
6. Q7 Leave travel allowance is a
7. Q8 Retirement phase starts after the age Wealth Management market in India is expected to
   • a) grow b) decline c) be stagnant d) not to grow legal document which allows other person , to act on behalf
   • a) will b) gift c) trust d) power of attorney
8. Q11 In NPS, prefers to
9. Q12 Stability means how much secure and stable the__is
10. Q13 is responsible for management of trust account
11. Q14 Wealth Management does
12. Q15 Retirement is active, passive and
13. Q16 The is the party who agrees to compensate the other person against possible
14. Q17 Pension plans are good
15. Q18 Which of the following regulator regulates real estate in India ? deep recession professional investors are like to Which of the following has the longest investments horizon?
16. Q2 Attempt Any One 7 marks
17. Q1 Discuss the process of Wealth Management
18. Q2 State the process of Financial Planning
19. Q3 Explain the Advantages and disadvantages in investing in stock 4 Q.3. Attempt Any One :- 7 Marks
20. Q1 explain the various types of Bonus offered by Insurance Companies
21. Q2 Discuss the characteristics of Personal Accident Insurance
22. Q3 Write a note on Money Back Policy of Life Insurance
23. Q4 Attempt Any One 7 marks
24. Q1 Discuss the importance of Retirement Planning
25. Q2 Explain the factors considered in Retirement Planning
26. Q3 State the benefits of mortgage loan
27. Q5 Attempt Any One 7 marks
28. Q1 Explain the need of Estate Planning
29. Q2 Write a note on process of Probate
30. Q3 Distinguish between “Will” and “Trust”
31. Q4 Short Notes :- (Any Two) 7 marks
32. Q1 Market Risk
33. Q2 Children’s Plan
34. Q4 Power of Attorney

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