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Assignment Task

 

1. One week ago you bought a ULIP policy from a private Life Insurance company. On receiving the policy copy, you realize that the Life Insurance policy was mis-sold. Would it be possible for you to return the policy? What strategy would you follow to settle the matter with the insurance company?

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.

3. You are a Financial Planner. Your client Tarun Ahuja aged 37 years works with an IT company earning Rs 15 lakhs per year. His wife Pooja, aged 34 years, is a homemaker. They have one daughter Rimmi aged 5 years. The couple requires your help to make some financial decisions. (You can make any assumptions to further build up your case.)

a. Tarun wants to buy a Pure Risk Life Insurance cover of Rs 1.5 crore. He is confused whether he should buy an Endowment or a Term Plan. Recommend the product best suited for his requirement.

b. Tarun and Pooja want your help to invest for Rimmi’s higher education which they estimate would be required after 16 years.

 

 

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  • Posted on : May 28th, 2019

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