Description
Develop a Public Relations campaign for SEBI to educate retail investors about the risks involved in trading in the Futures and Options segment. (10 Marks)
Your client Mr. Ashok Pandit has a moderate risk profile. Explain the potential benefits of investing in Mutual Funds that periodically rebalance their portfolio between equity and debt. (10 Marks)
As a Financial Planner, you have been approached by Anuj, a 35-year-old marketing executive earning an annual income of Rs. 15 lakhs. His wife, Neha, is 32 years old and currently a homemaker. They have a 4-year-old daughter named Riya. Anuj and Neha seek your expertise in making important financial decisions. Feel free to make any necessary assumptions to develop your recommendations.
- a) Anuj and Neha, seek your assistance to plan for their daughter Riya’s higher education expenses. They want to ensure they are financially prepared for her future educational needs. What advice or strategies would you recommend to help them save and invest wisely for Riya’s higher education? (5 Marks)
- b) Anuj aims to retire by the age of 60. Design a comprehensive retirement plan for him. (5 Marks)
