Financial Inclusion

Paper Code: 
SBFS 404
Credits: 
04
Contact Hours: 
60.00
Max. Marks: 
100.00
12.00
Unit I: 
1

Assignment/ discussion on on Personal Income Tax Rates, Personal Income Tax Deductions – Scope of Section 80 C of Income Tax Act, Instruments available for Tax Planning such as Insurance – Life, Medical Insurance, Housing Loan, etc

12.00
Unit II: 
2

2. Financial Planning by setting goals of customers, Short Term, Long Term and Medium Term Goals such as Vacations, Marriage, Buying a House, Buying a Car, Children’s education, Children’s marriage,Retirement,,etc

12.00
Unit III: 
3

3. Presentation/discussion of various investment schemes such as Public Provident Fund, Employee Provident Funds, Pension Plans of Insurers, National Pension Scheme.

12.00
Unit IV: 
4

Preparation of a financial Plan

12.00
Unit V: 
5

5. Case studies./ analysis of government initiated Financial inclusion schemes.

Academic Year: