Project Viva Voce

Paper Code: 
FMG 318
Credits: 
02
Contact Hours: 
30.00
Max. Marks: 
100.00
Objective: 

Course Objectives:

To provide application based learning to the students in various aspects of Mutual Funds & Equity Markets

 

Course Outcome (COs):

Course

Learning outcome

 (at course level)

Learning and teaching strategies

Assessment Strategies

Paper Code

Paper Title

FMG 318

Project Viva Voce
  1. Comprehend and formulate various innovative processes involved in investor services offered by mutual funds.
  2. Evaluate and select the right investment products and services
  3. To appraise the knowledge about key aspects of financial planning.
  4.  Interpret the issues and frauds in financial markets
  5. Explore the financial investment arena and various market players in financial markets.

Approach in teaching:

Discussion, Tutorials, Reading assignments, demonstration

Learning activities for the students:

Self-learning assignments, Effective questions, group projects, Project reports, Seminar presentation, Giving tasks

 

Class test, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, Presentation, Individual and group projects

 

6.00
Unit I: 
Investor Services

• Know the process of purchase transactions, the processes of redemptions by investors, the processes relating to systematic investment plans, the processing relating to systematic withdrawals and transfers, the other investor services and facilities offered by mutual funds.
• Explain the process for Nomination and Pledge
Know the service standards mandated for a mutual fund towards its investors

6.00
Unit II: 
Selecting the Right Investment products for Investors

A. Analyzing needs and profile of the client
Identifying the ideal Mutual Fund product for investors

6.00
Unit III: 
Helping Investors with Financial Planning-

A. Assessing the need for Financial Planning,
B. Role of different asset classes and allocation
Basics steps of financial planning.

6.00

Case studies based on Frauds in the financial market.

6.00

Presentation and discussion on FII and various market players

Academic Year: 
2021-2022
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