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B.Com. (Investment Management) Investment Marketing Syllabus - Mumbai University

This is the FY BCom IM syllabus under NEP 2020, in force from the academic year 2024-25. The University still sets the earlier Choice Based papers alongside it for ATKT candidates, so check which scheme your exam form names before you revise.

Investment Marketing Syllabus.pdf
Skill enhancement course · Semester 2 · FY BCom IM · 2 credits

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Syllabus for Investment Marketing

Skill enhancement course · Semester 2 · FY BCom IM · 2 credits

Module I: Introduction to Marketing

  • Introduction to Marketing: Definition, features, advantages and scope of marketing. The 4P’s and 4C’s of marketing. Marketing v/s Selling. Marketing as an activity and function
  • Concepts of Marketing: Needs, wants and demands, transactions, transfer and exchanges.
  • Orientations of a firm: Production concept; Product concept; selling concept and marketing concept, social relationship, Holistic marketing

Module II: Marketing Mix, Strategies and Tools of Investment marketing

  • Marketing mix: Meaning - elements of Marketing Mix.
  • Strategies - Digitalization, Social Media Marketing, Investors Education, Customer Support, Data Analysis, Customer outreach, Relationship Building in Investment Marketing
  • Tools - Identify Audience, Investment Marketing Ideas, Investment Marketing Process, Usage of Referrals Marketing

References

  • 1 Marketing of Financial Services by Dr. Vasant Desai. It covers various aspects of marketing in the financial services sector, including investment marketing.It is publishes by academic publishers.
  • 2 “Investment Marketing: A Guide for Investment Management Professionals" by Philip L. Chiodo, CFA Published by Wiley.
  • 3 "Investment Marketing: How to Profit in the World's Largest Market" by Paul Sutherland Published by Wiley.
  • 4 "Marketing Financial Services" by Hooman Estelami, Published by Routledge

Reproduced from the University of Mumbai syllabus for B.Com. (Investment Management) under NEP 2020, in force from the academic year 2024-25. Wording is as printed in that syllabus. Module numbering is as printed there too.

The complete syllabus

This subject is cut from the University circular for its year. Open a document here if you want the whole thing rather than a single subject.

PDF BCom (Investment Management) Sem I & II (2024-25) NEP NEP 2020 syllabus, in force from 2024-25 Read full PDF Read
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PDF BCom (Investment Management) Sem V & VI (2026-27) NEP NEP 2020 syllabus, in force from 2026-27 Read full PDF Read
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