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Marketing of a Financial Service
Dec 2020
Question 1.
Develop a Service Marketing Mix (using 8 Ps) for an Asset Management Company
(Mutual Fund) of your choice.
Introduction
Bank of America is a multinational company that deals in services related to finances and banking. It is the American
Question 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 two years. Sanjay wants you to prepare a plan for him to retire the latest by age 55.
Introduction
Retirement planning is done to have a secure retirement. The plan helps you build a financial cushion that
Question 3.
Raj Shah, aged 36 years, is employed with an MNC. His wife, Pooja, aged 34 years, is also working part – time. The couple has two children – daughter Rima aged seven years and son Ansh aged four years. Raj and Pooja require your help to make a few financial decisions. (You can make any assumptions to build up your case further)
a. Raj and Pooja want to invest in 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.
b. Raj wants to take a Life Insurance cover of Rs 1.5 crore. Advise him whether he should go for a ULIP or term insurance.
Introduction
The child education plan is planning the child’s higher education expenses, where the parents choose the best premium out of the various premiums for his child’s better future.Life insurance policy is the contract with an insurance company, the company provides the lump sum amount for the amount paid
Hello MBA aspirants,
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