Wealth Management


Unit 1

  1. What is the meaning, scope and components of wealth management
  2. Explain the process of wealth management
  3. What is the need for wealth management
  4. Elaborate the challenges of wealth management in india
  5. What are the code of conduct to be followed by financial planners
  6. Elaborate on some initiatives taken for financial literacy
  7. What is the importance of a financial plan
  8. What are steps of personal financial planning
  9. What is interest rate, types of interest rate and what is the effect of the same on financial plan

Please note:- Q1 would be based on Unit 1. All theory, attempt any 2 out of 3


Unit 2

  1. Mention the principles of insurance
  2. What are the functions and features of insurance
  3. Elaborate the rights and responsibilities of insured person
  4. What are the different types of insurance policies
  5. What are the types and advantages of health insurance
  6. What are the steps in investment planning
  7. What are the types of investment risk
  8. What is risk profiling and what are the factors affecting the risk profile on any investor
  9. What is asset allocation and various steps in determining a unique asset allocation model


Please note:- Q2 would be based on Unit 2. All theory, attempt any 2 out of 3



Unit 3

  1. Sums on time value of money and financial ratios
  2. How to assess the residential status of an investor
  3. What is long term and short term capital gain and how are they set off
  4. What is a will and what are its features
  5. What are the types and essentials of a valid will
  6. Taxation for trusts

Please note:- Q3 would be based on Unit 3. 2 sums (1 sum on time value or ratio and one sum on long term/short term capital gains, attempt any 2 out of 3)


Unit 4

  1. What is the need for retirement planning
  2. What are principles of wealth creation
  3. What are the factors affecting wealth creation
  4. What is annuity and what are the types
  5. What should one do before retiring
  6. What are the various pension schemes available in India
  7. How should tax planning be done for salaried employees

Please note:- Q4 would be based on Unit 4. All theory, attempt any 2 out of 3

Case study would be a mix of sums and theory. Simple sums on ratio or returns may be included.


Text books recommended

  1. Vipul Publications
  2. Sheth Publications

For any further clarifications or exam guidance, feel free to contact Prof Vipin Saboo on 9820779873 (call or whatsapp)

The following two tabs change content below.
Education Qualification: BMS- N M College (University Rank Holder) PGDBM- Sydenham College M Com- College topper Mr Vipin Saboo has been associated with the following institutes as a visiting faculty Lords college, Malad Patkar College, Goregoan Saraf college, Malad Dalmia college, Malad St Andrews College, Bandra Wilson College, Grant Road Thakur college, Kandivili L N College, Kandivili N K College, Malad Dhanukar College, Vile Parle St Xaviers College, Marine Lines Shroff College, Kandivili KES College, Khar Mr.Vipin Saboo also has more than 5 years of industry expertise with corporate like CRISIL, Motilal Oswal Investment Banking and Yes Bank. Mr. Saboo has also published a text book on Logistics and Supply Chain Management for TYBMS Students.
  1. blumsymn 2 months ago

    canadian pharmacy king reviews [Link deleted]- canadian drug stores how you get aids virus <a href="[Link deleted]pharmacy online pharmacy tramadol

  2. جلب الحبيب 1 month ago

    … [Trackback]

    […] Find More Info here on that Topic: bms.co.in/wealth-management-question-bank-for-november-2017-tybms-sem-5-exam/ […]

  3. 카지노사이트 1 month ago

    … [Trackback]

    […] Read More Information here to that Topic: bms.co.in/wealth-management-question-bank-for-november-2017-tybms-sem-5-exam/ […]

  4. zjupay 1 month ago

    aiuavi <a href="[Link deleted]pharmacy generic viagra medication erectile dysfunction
    viagra no prescription rx

  5. bycoypWQ 1 month ago

    qkweyc prescription over counter drugs <a href=[Link deleted]link online drug store
    doctor consultation online prescription rngwpt <a href="[Link deleted]drug my canadian pharmacy
    www online pharmacy com

  6. porn 4 weeks ago

    … [Trackback]

    […] Read More to that Topic: bms.co.in/wealth-management-question-bank-for-november-2017-tybms-sem-5-exam/ […]

  7. Jeffreyhuh 4 weeks ago

    Helpful write ups. Regards. <a href="[Link deleted]without a doctor prescription viagra ads on tv

  8. 메이저놀이터 3 weeks ago

    … [Trackback]

    […] There you can find 5654 more Info to that Topic: bms.co.in/wealth-management-question-bank-for-november-2017-tybms-sem-5-exam/ […]

  9. bfkwzshjbujf 3 weeks ago

    zrbmrzuslqry cialis from online pharmacy <a href=[Link deleted]drug drugs canada <a href="[Link deleted]canadian drugs online canada rx drugs

  10. judi online 3 weeks ago

    … [Trackback]

    […] Info to that Topic: bms.co.in/wealth-management-question-bank-for-november-2017-tybms-sem-5-exam/ […]

  11. jfqd62 2 weeks ago

    viagra for men side effects [Link deleted]- viagra splitter <a href="[Link deleted]viagra viagra tablet price pakistan <a href=[Link deleted]for viagr

  12. Thank you. Very good information. <a href="[Link deleted]generic

  13. 바카라 2 weeks ago

    … [Trackback]

    […] Find More on that Topic: bms.co.in/wealth-management-question-bank-for-november-2017-tybms-sem-5-exam/ […]

  14. buy viagra online 2 weeks ago

    Regards. Ample advice. <a href="[Link deleted]viagra

  15. 2 weeks ago

    … [Trackback]

    […] Find More on that Topic: bms.co.in/wealth-management-question-bank-for-november-2017-tybms-sem-5-exam/ […]

  16. cialis online 2 weeks ago

    You have made your position pretty nicely!! <a href="[Link deleted]cupon

  17. viagra cheap 2 weeks ago

    You explained this fantastically. <a href="[Link deleted]generic

  18. 토토사이트 1 week ago

    … [Trackback]

    […] Information to that Topic: bms.co.in/wealth-management-question-bank-for-november-2017-tybms-sem-5-exam/ […]

  19. twvlrbgfnoerEE 6 days ago

    vayagra kkqfcrtbfowo viagrageneric viagra <a href="[Link deleted]sildenafil buy sildafenil <a href=[Link deleted]
    sildenafil order ajbagkzfxpnn sildenefil <a href="[Link deleted]viagra us pharmacy <a href=[Link deleted]at this website sildenafil 100mg available in the usa
    jjvtlnapbjzr sindifil hfdjklrpmmvv <a href="[Link deleted]more here sildenafil citrate online <a href=[Link deleted]bing
    generic sildenafil citrate 100mg india jmsckihpigry http://www.myviagrastore/sildedafil <a href="[Link deleted]google did to me viagra 100 mg best price <a href=[Link deleted]


  20. Seriously lots of helpful facts. <a href="[Link deleted]pharmacy

  21. tadalafil 3 days ago

    Thanks. Valuable information. <a href="[Link deleted]sans ordonnance

  22. pure cbd oil 1 day ago

    Seriously quite a lot of great data. <a href="[Link deleted]cbd oil samples

  23. opinie 23 hours ago

    … [Trackback]

    […] Find More on on that Topic: bms.co.in/wealth-management-question-bank-for-november-2017-tybms-sem-5-exam/ […]

  24. With thanks. I enjoy this. <a href="[Link deleted]viagra online without script

Leave a reply

Your email address will not be published. Required fields are marked *



BMS.co.in is aimed at revolutionising Bachelors in Management Studies education, also known as BMS for students appearing for BMS exams across all states of India. We provide free study material, 100s of tutorials with worked examples, past papers, tips, tricks for BMS exams, we are creating a digital learning library.

Disclaimer: We are not affiliated with any university or government body in anyway.

©2020 BMS - Bachelor of Management Studies Community 

A Management Paradise Venture

Ask Us On WhatsApp

Log in with your credentials


Forgot your details?


Create Account