WorksheetsSYBBI WM 2
Total questions: 12
Worksheet time: 4mins
Wealth Management is for only HNI Clients?
True
False
Wealth Management can be done by the common individuals also.
True
False
Wealth Management can be done for common individual due to following reasons except
Information and Technology
Increasing income of the individuals
Government Policy
Increasing Investment Avenues
Cash Flow Management Means_______
Statement showing cash inflow and outflow
Part of balance sheet
Part of Profit and Loss Account
Fund Flow statement
APY refers to ________
Atal Pension Yojana
Adani Pension Yojana
Advani Pension Yojana
Apli Pension Yojana
NPS stands for _______
National Pension Scheme
National Pension Plan
National People Plan
National Preference Shares
Retirement Planning is done for ___________
Maintaining same standard of living after job
Maintaining same standard of living while you are working
After job needs
None of the above
Additional Tax Exemption for NPS is Rs.___________
50,000
75,000
25,000
1,00,000
In NPS the contribution to the corpus is static.
True
False
In APY, the contribution is dependent on _____________
Age
Pension Required
Risk Taking Capacity
Both Age and Pension Required
______________ is the basic form of Insurance.
Term
Endowment
MoneyBack
ULIP
___________ is not a component of Wealth Management.
Insurance Planning
Accounting and Reporting
Finance
Trust Planning
