Download GTU (Gujarat Technological University) MBA 2019 Winter 3rd Sem 3539286 Management Of Financial Planning Previous Question Paper
Seat No.: ________ Enrolment No.___________
GUJARAT TECHNOLOGICAL UNIVERSITY
MBA - SEMESTER ? III EXAMINATION ? WINTER 2019
Subject Code: 3539286 Date:02-12-2019
Subject Name: Management of Financial Planning
Time: 10:30 AM TO 1.30 PM Total Marks: 70
Instructions:
1. Attempt all questions.
2. Make suitable assumptions wherever necessary.
3. Figures to the right indicate full marks.
Q.
No.
Question Text and Description Marks
Q.1 Explain the following in short.
(a) Take home pay
(b) Tax Liability
(c) Mutual Funds
(d) Career Advancement
(e) Risk and Return
(f) List down the reasons for buying the Real Estate.
(g) Individual Wills
14
Q.2 (a) What is Financial Planning? Discuss various steps of it in detail. 07
(b) Tax liability is major concerned for fix income earner. Prepare the
tax liability statement for a fix income earner by taking the
hypothetical example.
07
OR
(b) If you are a salaried person and making personal financial planning
for your future. What factors will influence to that task?
07
Q.3 (a) Why corporate should issue the common stocks and why investors
should purchase the common stocks.
07
(b) Retirement Expenses and Retirement Income are two major
concerns for a person who is near to retirement. Discuss these two
major concerns in detail.
07
OR
Q.3 (a) Discuss various factors affecting the choice of Investment. 07
(b) Estate Planning is very smart task of Financial Planning. Discuss
various advantages of proper estate planning along with Will and
Power of Attorney.
07
Q.4 (a) Discuss various advantages and disadvantages of investing in real
estate.
07
(b) Budget is very effective tool to manage the income and expenses
in everybody?s life. Discuss some important qualities of Budget.
07
OR
Q.4 (a) Why do corporate issue bonds? Discuss various types of bonds. 07
(b) Choice of investment avenues vary from person to person. Discuss 07
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Page 1 of 2
Seat No.: ________ Enrolment No.___________
GUJARAT TECHNOLOGICAL UNIVERSITY
MBA - SEMESTER ? III EXAMINATION ? WINTER 2019
Subject Code: 3539286 Date:02-12-2019
Subject Name: Management of Financial Planning
Time: 10:30 AM TO 1.30 PM Total Marks: 70
Instructions:
1. Attempt all questions.
2. Make suitable assumptions wherever necessary.
3. Figures to the right indicate full marks.
Q.
No.
Question Text and Description Marks
Q.1 Explain the following in short.
(a) Take home pay
(b) Tax Liability
(c) Mutual Funds
(d) Career Advancement
(e) Risk and Return
(f) List down the reasons for buying the Real Estate.
(g) Individual Wills
14
Q.2 (a) What is Financial Planning? Discuss various steps of it in detail. 07
(b) Tax liability is major concerned for fix income earner. Prepare the
tax liability statement for a fix income earner by taking the
hypothetical example.
07
OR
(b) If you are a salaried person and making personal financial planning
for your future. What factors will influence to that task?
07
Q.3 (a) Why corporate should issue the common stocks and why investors
should purchase the common stocks.
07
(b) Retirement Expenses and Retirement Income are two major
concerns for a person who is near to retirement. Discuss these two
major concerns in detail.
07
OR
Q.3 (a) Discuss various factors affecting the choice of Investment. 07
(b) Estate Planning is very smart task of Financial Planning. Discuss
various advantages of proper estate planning along with Will and
Power of Attorney.
07
Q.4 (a) Discuss various advantages and disadvantages of investing in real
estate.
07
(b) Budget is very effective tool to manage the income and expenses
in everybody?s life. Discuss some important qualities of Budget.
07
OR
Q.4 (a) Why do corporate issue bonds? Discuss various types of bonds. 07
(b) Choice of investment avenues vary from person to person. Discuss 07
Page 2 of 2
some long term and short term investment avenue in detail.
Q.5
Read the following Case and Answers the Questions.
Economic uncertainty and Cyber Job Hunting
Lower consumer spending, high level corporate mismanagement,
over speculation in technology companies, political instability in
many areas of the world.
These factors and others resulted in higher levels of
unemployment. Uncertainty of employment in many sectors of the
economy also credited financial turmoil in many household.
Matt khan has worked for Collins Technology since finishing
college. His professional growth in the organization was
impressive. Matt developed new system to reduce costs and also
trained new managers in his division. He also was a product
development team leader working with people from
manufacturing, sales, finance and human resources.
However, the stability of Matt?s position has changed as new
quality control software took over some of the tasks that he
supervised. As several of the other managers were let go or
reassigned to other locations, Matt realized that his future was
uncertain. When faced with the possibility of a job loss, financial
advisers recommended various actions:
? Increase savings to have money in an emergency fund.
? Make plans for continuation of health care coverage.
? Reduce the use of credit.
When Matt decided to look for new employment opportunities, he
realized that this job search would be different that seven years
ago. While networking is still important, e-networking using e-
mail and online bulletin boards will be crucial. While his resume
may be distributed by traditional mail. Matt will also need to have
scannable, plain text and e-mail version of his resume.
(a) What action could Matt take to ensure future employment
potential?
07
(b) Discuss various stages of career planning and advancement 07
OR
Q.5 (a)
What would you recommended to Matt to minimize his financial
difficulties while in transition between jobs?
07
(b)
What factors are influencing career planning now and in future? 07
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This post was last modified on 19 February 2020