FT PKT -- 12/05/2023
Authored by Saloni Daiya
English
Professional Development
Used 2+ times
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7 questions
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1.
OPEN ENDED QUESTION
3 mins • 1 pt
Investor is going to retire in next 5 yrs, Investor is at Very High Risk; Suggest fund for his retirement for monthly income purpose.
Evaluate responses using AI:
OFF
2.
OPEN ENDED QUESTION
3 mins • 1 pt
Investor wants to avail full Tax benefits for this financial year and with SIP of 12000, is it possible (Investor do not have ELSS exposure anywhere), Explain?
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OFF
3.
OPEN ENDED QUESTION
3 mins • 1 pt
TER of Franklin Asian Equity Fund is more than its peer, Suggest another funds with less TER.
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OFF
4.
OPEN ENDED QUESTION
3 mins • 1 pt
Comparison with peer for performance of FIF_FUSOF, why should we invest in this fund?
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OFF
5.
OPEN ENDED QUESTION
3 mins • 1 pt
This is situation when a Investor asks you your opinion if he/she should redeem / consolidate / re-balance existing investments, Suggest funds.
Scenario 1 :- Exisiting Funds: FIBCF (lumpsum done 4yrs back ), FIFCF (ongoing SIP last 6yrs), Very High Risk Investor.
Evaluate responses using AI:
OFF
6.
OPEN ENDED QUESTION
3 mins • 1 pt
This is situation when a Investor asks you your opinion if he/she should redeem / consolidate / re-balance existing investments, Suggest funds.
Scenario :- Exisiting Funds: FIF_FUSOF (ongoing SIP last 3 yrs), FIFCF (ongoing SIP), FIEHF (zero AUM), Moderate Risk Investor.
Evaluate responses using AI:
OFF
7.
OPEN ENDED QUESTION
3 mins • 1 pt
This is situation when a Investor asks you your opinion if he/she should redeem / consolidate / re-balance existing investments, Suggest funds.
Scenario :Exisiting Funds: FIBAF (NFO), FISCF(lumpsum done 6yrs back), FIFEF(ongoing SIP last 5 yrs- about to end this month),High Risk Investor.
Evaluate responses using AI:
OFF
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