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Worksheets

NISM Day 2

Total questions: 11

Worksheet time: 9mins

Name
Class
Date
1.

An investor should look at _____ pillars of investing.

a)

Scarcity & Liquidity

b)

Safety, Liquidity & Returns

c)

Safety, Liquidity & Risks

d)

Safety, Liquidity, Returns & Risks

2.

Identify Life Goals which are Financials Goals ?

a) Making Abundant Money in lifetime

b) Having a vacation in Switzerland after 2 Years

c) Having a vacation in China after 5 Years with a target amount to be expended – 3 Lakhs

d) Kids higher education in NY after 10 years with a target amount of approximately 10 lakhs

a)

A & B

b)

C & D

c)

A, C & D

d)

A, B, C & D

3.

Does income mean a regular & definite source of earning for an individual?

a)

True

b)

False

c)

Partially correct

d)

Cannot be determined

4.

While doing expense budgeting, wants and needs can be kept at par?

a)

True

b)

False

c)

Partially True

d)

Cannot be determined

5.

Categorization of expenses while budgeting should be a wishful exercise?

a)

Yes, as it does not make any difference we categorise expenses or not

b)

No, it should be a prudent practice to categorise expenses so as to identify impulsive spending

c)

Cannot be determined

d)

Partially Correct

6.

Investing is putting money in a box and store it so that wealth gets created?

a)

True

b)

False

c)

Partially True

d)

Cannot be determined

7.

Useful tips on Saving?

A. Savings are not done once but done regularly

B.Spend less to save more;

C. Record your expenses Save to avoid debt

a)

A & B are true

b)

B & C are true

c)

A & C are true

d)

A, B & C are true

8.

Financial goals are ________ types ?

a)

4 - Short Term (less than 1 year), short to mid-term (between 1 & 3 years), mid-term (between to 3 to 5 years), long term (above 5 years)

b)

3 - Short Term (less than 1 year), mid-term (between to 3 to 5 years), long term (above 5 years)

c)

3 - Short Term (between 1 & 3 years), mid-term (between to 3 to 5 years), long term (above 5 years)

9.

ts important to invest in instrument that beat __________?

a)

GDP

b)

Dynamic asset returns

c)

Non-dynamic asset returns

d)

Inflation

10.

Compound interest and rule of 72 are __________ ?

a)

Correlated

b)

Different and non-corelated at all

c)

Both eight wonders of World

11.

Dynamic Asset Class (Choose the right answer)

a)

Gold, Silver, Base Metals & Bonds

b)

Equities, MFs, Property, Precious Metals

c)

FDs, PPF, NSC, Small Savings Instruments

d)

Debentures, Jewellery of gold & silver, Liquid fund, Cash