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Roll No
Gautam Buddha University
Mid Semester Examinations
Program Name: MBA/Integrated BBA-MBA/ Integrated Btech+MBA
Semester: IV/VII/X (March 2021)
Course Name – Wealth and Investment Management Maximum Marks – 15
Course Code – MB-526 Total Time: 1.00 Hours
________________Ans any 5. Each question carries 3marks_________
Q.No.1 What is diversification of investments? It is important?
.
Q. No.2 Describe the various inputs and discussions required in a Wealth Management
Consultative Process.
Q.No.3 Explain the various Life Stages in a Human Life Cycle with respect to wealth
management? Why is this knowledge significant?
Q.No.4 How can you help your client prepare a Financial Goal Sheet? How does it
help?
Q.No.5 List some basic concepts related to investing that one should bear in mind
towards maximizing returns.
Q.No.6 Briefly describe the various asset classes which can be added to the portfolio.
Q. No. 7 What is better Direct Investment, Indirect Investment or a combination of the
two?
***************************

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Wim mid sem mar 2021

  • 1. Roll No Gautam Buddha University Mid Semester Examinations Program Name: MBA/Integrated BBA-MBA/ Integrated Btech+MBA Semester: IV/VII/X (March 2021) Course Name – Wealth and Investment Management Maximum Marks – 15 Course Code – MB-526 Total Time: 1.00 Hours ________________Ans any 5. Each question carries 3marks_________ Q.No.1 What is diversification of investments? It is important? . Q. No.2 Describe the various inputs and discussions required in a Wealth Management Consultative Process. Q.No.3 Explain the various Life Stages in a Human Life Cycle with respect to wealth management? Why is this knowledge significant? Q.No.4 How can you help your client prepare a Financial Goal Sheet? How does it help? Q.No.5 List some basic concepts related to investing that one should bear in mind towards maximizing returns. Q.No.6 Briefly describe the various asset classes which can be added to the portfolio. Q. No. 7 What is better Direct Investment, Indirect Investment or a combination of the two? ***************************