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Your client, Amit Advani age 32 years wants to start investing. Amit had once burnt his fingers by trading in the equity markets. Explain some investment techniques that negate the biases involved in investing so that your client can maintain discipline a |
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| University | Nmims Blog |
| Service Type | Questions |
| Course | NMIMS Assignment Questions |
| Semester | |
| Short Name or Subject Code | Module 1- Building Blocks to Managing Wealth |
| Product | NMIMS Assignment Questions of Questions (Nmims Blog) |
| Pattern | |
| Price |
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NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course:Module 1- Building Blocks to Managing Wealth
Internal Assignment Applicable for June 2020 Examination
Assignment Marks: 30 Instructions:
Instructions :-
- All Questions carry equal marks.
- All Questions are compulsory
- All answers to be explained in not more than 1000 words for question 1 and 2 and for question 3 in not more than 500 words for each subsection. Use relevant examples, illustrations as far as possible.
- All answers to be written individually. Discussion and group work is not advisable.
- Students are free to refer to any books/reference material/website/internet for attempting their assignments, but are not allowed to copy the matter as it is from the source of reference.
- Students should write the assignment in their own words. Copying of assignments from other students is not allowed
- Students should follow the following parameter for answering the assignment questions
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For Theoretical Answer |
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Assessment Parameter |
Weightage |
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Introduction |
20% |
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Concepts and Application related to the question |
60% |
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Conclusion |
20% |
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For Numerical Answer |
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Assessment Parameter |
Weightage |
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Understanding and usage of the formula |
20% |
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Procedure / Steps |
50% |
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Correct Answer & Interpretation |
30% |
- Your client, Amit Advani age 32 years wants to start investing. Amit had once burnt his fingers by trading in the equity markets. Explain some investment techniques that negate the biases involved in investing so that your client can maintain discipline and achieve his goals.(10 marks)
- You are a Financial Planner. Design a Financial Plan for your client to help him/ her meet their Life Goals (e.g. child education/ marriage, new business, retirement etc.). Also advise your client on how they can align their investments to goals. (10 Marks)
- a. Ms Asha is eager at deciding what course of actions she should take for wealth creation and accumulation in reasonable time frame. She approached Mr. Adil who is working as a wealth management consultant. Discuss about what processes Mr. Adil should follow for formulating wealth management plans for his client. (5 Marks)
3.b. Bargav wealth managers had two portfolios but they have to decide which one of the following has to be offered to the client based on the following information:
Observed Return
Beta
Portfolio A
25%
1.75
Portfolio B
15%
1.15
Risk-free rate is 7.5 %.
Return on the market portfolio is 14%
Standard Deviation of the market is 8%
In order to help Bargav wealth managers make decisions, calculate, Jensen index for Portfolio A and B, and identify which one of the two portfolio is better. (5 Marks)