Tax Insurance and Retirement Planning
April 2022 Examination
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Tax Insurance and Retirement Planning
Internal Assignment Applicable for April 2022 Examination
1. You are the head of training and development in Tata AIA. Tata AIA has collaborated with elite institutes to create awareness on Insurance among these college students. As a trainer, explain the purpose, need and benefits of Insurance using real-life examples. Also, explain the different kinds of Life Insurance products available in the market to the students. (10 Marks)
2. You are a portfolio manager with JP Morgan Chase for HNI clients. Given the Covid 19, there has been too much volatility in the market and your clients are dissatisfied with their portfolio performance. You have the responsibility of managing portfolio of your 100 clients. What are the risk mitigation strategies you would adopt to avert the risk? (10 Marks)
3. Ruchika is your friend in her early 30s and she does not have much knowledge on investment products. You are working as a financial advisor with XYZ firm. As her friend its your responsibility to help her understand the importance of retirement planning
a. How would you as an advisor explain and convince Ruchika for Retirement Planning. (5 Marks)
b. What are the different aspects you would suggest Ruchika to consider for Retirement Financial Planning? (5 Marks)
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