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WorksheetsSYBBI-WM Quiz 3
Total questions: 11
Worksheet time: 6mins
___________ are short term financial plans.
Plans having duration of less than 1 year
Plans having duration 6 months
Plans having duration of more than 5 year
Plans having duration of 10 years
In accumulation phase the following questions will be answered
Where to Invest?
What to invest?
How to invest?
All of the above
Winning a lottery will be a part of_______
Accumulation Phase
Sudden Wealth Phase
Inter generational Transfer phase
Reaping Phase
In __________phase, one of the investment objectives will come to and end.
Accumulation
Transition
Reaping
Sudden Wealth
___________ is the first step in the wealth management process.
Data Gathering
Contract signing
Review
Identification of opportunities
Review of the financial plan is not necessary.
True
False
Identity the personality.
Dr. Alfred Nobel
Donald Trump
Bill Gates
Warren Buffet
Financial Planner need to submit the report to the client for his approval.
True
False
How may steps are involved in Wealth Management?
9
7
8
5
CAGR is calculated for _________
One Year
Two Year
For all the years for which investment is held
None of the above
A person has invested Rs. 25,000 in 2018. In 2020 he received a sum of Rs. 26,700. Calculate CAGR.
3.35%
8%
10%
11%
