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FT PKT -- 12/05/2023

Authored by Saloni Daiya

English

Professional Development

Used 2+ times

FT PKT -- 12/05/2023
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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?

Evaluate responses using AI:

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.

Evaluate responses using AI:

OFF

4.

OPEN ENDED QUESTION

3 mins • 1 pt

Comparison with peer for performance of FIF_FUSOF, why should we invest in this fund?

Evaluate responses using AI:

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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