You are a Financial Planner
Marketing of Financial Services
Q1: You are a Financial Planner. A prospective client wants to invest in equity market. The client discussed with you various options such as daily trading, trading in equity derivatives, buying small value stocks, investing in Mutual Fund SIPs, Future and Options trading etc.
The client shared that he earns Rs 1, 50,000 per month and has a investible surplus of 20 per cent which he can deploy for Equity investments. Client is ready to take low to medium risk and has an investment horizon of 7 – 10 years (which of the discussed investment options would you ask to client to avoid). Develop an investment strategy for this client as per his risk profile. (You can make assumptions to further build up your case.)
Q2: Develop a Service Marketing Mix (using 8 P’s) for a Mutual Fund (Asset Management Company) of your choice.
You are a Financial Planner
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You are a Financial Planner
