PERSONAL WEALTH MANAGEMENT

PERSONAL WEALTH MANAGEMENT

University

25 Qs

quiz-placeholder

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PERSONAL WEALTH MANAGEMENT

PERSONAL WEALTH MANAGEMENT

Assessment

Quiz

Other

University

Practice Problem

Medium

Created by

Suvin Nayakar

Used 1+ times

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25 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Wealth Management is the process of managing _______ resources

Financial and Non-Financial Resources

   Financial Resources

   Non-Financial Resources

None of the Above

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

   The Full-Form of UHNI is ______

Ultra-High Net-worth Individual

Universally High Net Income

  Undivided Highly Negligible Investment

    None of the Above

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

The Full-Form of AUM is ______

   Assets Undivided Monetarily

Assets Unclear by Misrepresentation

Assets Under Management

None of the Above

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

    Wealth Management includes _______

   Retirement Planning

  Investment Management

  Estate Planning and Inheritance

All the Above

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

5. Insurance Analysis and Diversification are a part of _______

Financial Planning

Tax Planning

Risk Management

None of the Above

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

6. Wealth Management is Important because _______

It helps us prepare budgets for our expenses

It helps protect our investments from risks

It helps protect against inflation

All the Above

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

7. What is the full-form of SMART objectives?

Social, Manageable, Assertive, Responsible, Trustworthy

Specific Monetary Assets Reacting to Time

Specific, Measurable, Achievable, Relevant, Time-bound

None of the Above

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