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Project Viva Voce [1]

Paper Code: 
FMG 318
Credits: 
2
Contact Hours: 
30.00
Max. Marks: 
100.00
Objective: 

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

6.00

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

Selecting the Right Investment products for Investors  
A. Analyzing needs and profile of the client
B. Identifying the ideal Mutual Fund product for investors

6.00

Helping Investors with Financial Planning-
A. Assessing the need for Financial Planning,
B. Role of different asset classes and allocation
C. 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: 
2019-2020 [2]

Follow Financial Studies on:

IIS (Deemed to be University)

Gurukul Marg, SFS, Mansarovar, Jaipur 302020, (Raj.) India Phone:- +91-141-2400160-61, 2397906-07, Fax: 2395494, 2781158

Source URL: https://finance.iisuniv.ac.in/courses/subjects/project-viva-voce-66

Links:
[1] https://finance.iisuniv.ac.in/courses/subjects/project-viva-voce-66
[2] https://finance.iisuniv.ac.in/academic-year/2019-2020