Download GTU (Gujarat Technological University) MBA (Master of Business Administration) 2018 Winter 3rs Sem 3539286 Management Of Financial Planning Mfp Previous Question Paper
Seat No.: ________ Enrolment No.___________
GUJARAT TECHNOLOGICAL UNIVERSITY
MBA ? SEMESTER 3 ? EXAMINATION ? WINTER 2018
Subject Code: 3539286 Date:06/12/2018
Subject Name: Management of Financial Planning (MFP)
Time: 10:30am to 01:30pm Total Marks: 70
Instructions:
1. Attempt all questions.
2. Make suitable assumptions wherever necessary.
3. Figures to the right indicate full marks.
Q. No. Marks
Q.1 Answer Following (2 Marks Each)
(a) List down the main components of personal financial planning.
(b) Define Forward, Future & Options
(c) Explain Yield to Maturity (YTM)
(d) Explain Exchange Traded Funds (ETF)
(e) Define EEE, EET & ETE
(f) Explain Systematic Investment Plan (SIP)
(g) Explain Systematic Withdrawal Plan (SWP)
14
Q.2 (a) Define Personal financial planning (PFP) and analyze the process for
making personal financial decisions.
07
(b) What do you understand by Portfolio Risk and Return? Differentiate
between Tactical and Strategic Asset Allocation.
07
OR
(b) What are the various investment avenues available for tax deduction
under Section 80C?
07
Q.3 (a) What do you understand by Mutual Funds? Explain in detail the
various kinds of Mutual Funds available?
07
(b) What is NAV and how it is being calculated? (Show the calculation by
using hypothetical numbers).
07
OR
Q.3 (a) Discuss the Advantages and Disadvantages of investing in Mutual
Funds.
07
(b) Define Will & Probate. Explain in detail the objectives of creating
valid will.
07
Q.4 (a) Briefly explain stages of Career Planning and Advancement. 07
(b) What do you mean by Retirement Need Analysis. How do you
develop retirement plans?
07
OR
Q.4 (a) State the guidelines for setting financial goals? 07
(b) Explain risk return trade off. What are the major types of risk
associated with Investment in Real Estate, Gold and Commodities?
07
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Page 1 of 2
Seat No.: ________ Enrolment No.___________
GUJARAT TECHNOLOGICAL UNIVERSITY
MBA ? SEMESTER 3 ? EXAMINATION ? WINTER 2018
Subject Code: 3539286 Date:06/12/2018
Subject Name: Management of Financial Planning (MFP)
Time: 10:30am to 01:30pm Total Marks: 70
Instructions:
1. Attempt all questions.
2. Make suitable assumptions wherever necessary.
3. Figures to the right indicate full marks.
Q. No. Marks
Q.1 Answer Following (2 Marks Each)
(a) List down the main components of personal financial planning.
(b) Define Forward, Future & Options
(c) Explain Yield to Maturity (YTM)
(d) Explain Exchange Traded Funds (ETF)
(e) Define EEE, EET & ETE
(f) Explain Systematic Investment Plan (SIP)
(g) Explain Systematic Withdrawal Plan (SWP)
14
Q.2 (a) Define Personal financial planning (PFP) and analyze the process for
making personal financial decisions.
07
(b) What do you understand by Portfolio Risk and Return? Differentiate
between Tactical and Strategic Asset Allocation.
07
OR
(b) What are the various investment avenues available for tax deduction
under Section 80C?
07
Q.3 (a) What do you understand by Mutual Funds? Explain in detail the
various kinds of Mutual Funds available?
07
(b) What is NAV and how it is being calculated? (Show the calculation by
using hypothetical numbers).
07
OR
Q.3 (a) Discuss the Advantages and Disadvantages of investing in Mutual
Funds.
07
(b) Define Will & Probate. Explain in detail the objectives of creating
valid will.
07
Q.4 (a) Briefly explain stages of Career Planning and Advancement. 07
(b) What do you mean by Retirement Need Analysis. How do you
develop retirement plans?
07
OR
Q.4 (a) State the guidelines for setting financial goals? 07
(b) Explain risk return trade off. What are the major types of risk
associated with Investment in Real Estate, Gold and Commodities?
07
Page 2 of 2
Q.5
CASE STUDY:
Mr. A.K. Dalal is 30 years old and is Orthopedic Surgeon. His wife
Mrs. Falguni Dalal is Designer and works with a Designer Firm. Their
combined annual income are Rs. 6,00,000/- (net of taxes). Their
present annual expenses are Rs. 3,60,000/-. They have two daughters
aged 6 & 3. Their Financial Goals are as follow: (i) Accumulate Rs.
25,00,000/- each for their both the daughters education after 13 and 16
years respectively. (ii) Accumulate Rs. 12,00,000/- after 7 years for
starting a Designer Studio by Mrs. Dalal, (iii) Take a loan from bank
for purchase of new Flat next month, (iv) Accumulate Rs. 35,00,000/-
each for their both the daughters marriage after 17 and 20 years
respectively.
(a) How much Mr. and Mrs. Dalal have to save annually in order to fulfill
first financial goal assuming average interest rates will be 9% p.a.?
(Table Values = 22.953& 33.003)
07
(b) How much amount needed to be deposited in Bank FD today in order
to fulfill second financial goal assuming the FD interest rates prevalent
in Bank are 8%? What if the lump sum amount is deposited in Debt
Mutual Fund having approx Return of Investment of 10%? (Table
Values = 1.714, 0.583, 1.949 & 0.513)
07
OR
Q.5 (a) How much loan can be borrowed by Mr. & Mrs. Dalal today if they
are willing to pay Rs. 20,000/- per month as an installment for next 5
years for purchase of Home? (Interest Rates on Housing Loan are
11%).
07
(b)
How much Mr. and Mrs. Dalal have to save annually in order to fulfill
fourth financial goal assuming average interest rates will be 11% p.a.?
(Table Values = 44.501 & 64.203)
07
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This post was last modified on 19 February 2020