NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Marketing of Financial Services

Internal Assignment Applicable for December 2020 Examination

1. Develop a Service Marketing Mix (using 8 Ps) for an Asset Management Company
(Mutual Fund) of your choice. (10 Marks)

2. Sanjay Bhatia, (age 30 years) works with a pharmaceutical company and has not yet
started to invest for his retirement. Sanjay is married to Preeti (age 28 years) and they

have one son aged 2 years. Sanjay wants you to prepare a plan for him to retire latest
by age 55. (You can make any assumptions to further build up your case.) (10 Marks)

3. Raj Shah, aged 36 years, is employed with a MNC. His wife Pooja, aged 34 years, is
also working part - time. The couple has two children - daughter Rima aged 7 years
and son Ansh aged 4 years. Raj and Pooja require your help to make a few financial
decisions. (You can make any assumptions to further build up your case)

a. Raj and Pooja want to invest for their children’s higher education for the long term
(over 12 to 15 years). Develop a plan so that they can accumulate a sufficient
education corpus. (5 Marks)

b. Raj wants to take a Life Insurance cover of Rs 1.5 crore. Advise him whether he
should go for a ULIP or a term insurance.