Important MBA (BU) Question
(FSB-2) Financial Planning and Wealth Management,
III Sem, MBA (Regular, EX, ATKT) Banking and Financial Services Management
Unit I
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Q.1 What is the role of Wealth Manager ? (BU 2024)
Q.2 Define the term Financial Planning. Also explain the process and importance of financial planning. (BU 2024)
Q.3 Describe the strategies for preparing a financial plan and implementing personal financial plan. (BU 2024)
Q.4 What is Personal Financial Planning? Explain. (BU 2018)
Q.5 Explain the Financial Planning Process. (BU 2018)
Q.6 What is Financial Planning? Why is it important for Man-aging individual Finances. (BU 2018)
Q.7 Explain the concept of Financial Planning. (BU 2017)
Q.8 Define wealth management. (BU 2017)
Q.9 Discuss in detail the financial planning process. (BU 2017)
Unit II
Q.1 Describe the role of IRDA in the Indian Insurance Sector. (BU 2024)
Q.2 How are insurance premiums set ? (BU 2024)
Q.3 How to determine the best insurance pricing strategy ? (BU 2024)
Q.4 What is Risk Analysis ? (BU 2018)
Q.5 Give a brief account of different type of Insurance Products in Indian Financial Markets. (BU 2018)
Q.6 Write a Detailed note on regulatory framework of insur-ance sector what are the different products available in Indian Insurance markets. (BU 2018)
Q.7 Explain different types of insurance products and their features in detail. (BU 2017)
Unit III
Q.1 Discuss the various types of retirement plans and their benefits. (BU 2024)
Q.2 Write short notes on the following: (BU 2024)
(a) Superannuation
(b) Provident Fund.
Q.3 What is a provident Fund? Explain the propose of Provident fund. (BU 2018)
Q.4 Write notes on:- (BU 2018)
(i) Super annuation Benefits.
(ii) Provident fund and its types.
Q.5 Explain the importance of retirement planning. (BU 2017)
Q.6 Explain different investment options suitable for retirement planning and management. (BU 2017)
Unit IV
Q.1 How does time affect market risk ? (BU 2024)
Q.2 Write a short note on traditional investment planning. (BU 2024)
Q.3 Define the hedge fund. How it differs from Mutual Fund ? (BU 2024)
Q.4 What do you understand by Wealth Management ? Explain the process of Wealth Management in detail.Also mention few alternative investment. (BU 2024)
Q.5 Write short note on any two:- (BU 2018)
(1) Fixed Income Security
(ii)Primary Market
(iii) Pension Scheme
Q.6 What do you mean by derivatives? Explain with examples. (BU 2018)
Q.7 What are the major factors that should be considered in wealth management. (BU 2018)
Q.8 Explain the different types of Investments in Indian Mar-kets where an investor can Invest for getting maximum returns. (BU 2018)
Q.9 Write short notes on the following: (BU 2017)
(a) Mutual fund
(b) Fixed Income Securities
(c) Derivatives.
(d) Commodity Market.
Q.10 Write a note on Equity market. (BU 2017)
Q.11 . Explain various categories and investment products in detail. (BU 2017)
Unit V
Q.1 Explain the Indian Tax System in detail. (BU 2024)
Q.2 What are the seven steps in the estate planning process? (BU 2024)
Q.3 What is tax planning? What are the different tax saving schemes available to an investor. (BU 2018)
Q.4 Explain the concept of Tax Planning. (BU 2017)
Q.5 What do you mean by Estate Planning? (BU 2017)
Q.6 Explain the concept of tax planning with the help of various tax saving options. (BU 2017)
Extra Questions
Q.1 Write short notes on the following: (BU 2017)
(a) PPF
(b) Types of insurance products
(c) Role of wealth manager
(d) New pension scheme
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