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    Mittal School of Business Faculty of Finance Course Code: FIN352

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    Mohammed Aslam
    This document outlines an assignment for a personal finance course. It includes 33 topics related to various personal finance plans, policies, and products for students to analyze. The assignment aims to enhance students' analytical and conceptual skills. Students will be evaluated on their introduction, descriptive analysis through a case study, benefit analysis, and conclusion in a report on their allocated topic. Topics include pension plans, investment funds, insurance plans, and more. Students must collect information on their topic and analyze outcomes through an example or case study in their report.

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    Mittal School of Business Faculty of Finance Course Code: FIN352

    Uploaded by

    Mohammed Aslam
    58 views2 pages
    This document outlines an assignment for a personal finance course. It includes 33 topics related to various personal finance plans, policies, and products for students to analyze. The assignment aims to enhance students' analytical and conceptual skills. Students will be evaluated on their introduction, descriptive analysis through a case study, benefit analysis, and conclusion in a report on their allocated topic. Topics include pension plans, investment funds, insurance plans, and more. Students must collect information on their topic and analyze outcomes through an example or case study in their report.

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    Original Title

    A118485204_24872_24_2020_Assignment1 FIn352 final(1)

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    This document outlines an assignment for a personal finance course. It includes 33 topics related to various personal finance plans, policies, and products for students to analyze. The assignment aims to enhance students' analytical and conceptual skills. Students will be evaluated on their introduction, descriptive analysis through a case study, benefit analysis, and conclusion in a report on their allocated topic. Topics include pension plans, investment funds, insurance plans, and more. Students must collect information on their topic and analyze outcomes through an example or case study in their report.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    58 views2 pages

    Mittal School of Business Faculty of Finance Course Code: FIN352

    Uploaded by

    Mohammed Aslam
    This document outlines an assignment for a personal finance course. It includes 33 topics related to various personal finance plans, policies, and products for students to analyze. The assignment aims to enhance students' analytical and conceptual skills. Students will be evaluated on their introduction, descriptive analysis through a case study, benefit analysis, and conclusion in a report on their allocated topic. Topics include pension plans, investment funds, insurance plans, and more. Students must collect information on their topic and analyze outcomes through an example or case study in their report.

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    LOVELY PROFESSIONAL UNIVERSITY

    ASSIGNMENT-1

    Mittal School of Business Faculty of Finance

    Name of the Faculty Member: Annu Kumari Course Code: FIN352


    Course Title: Personal finance
    Term: 20211 Section: Q3E58
    Max. Marks: 30
    Date of Allotment: 24/August/2020 Date of Submission: 22/ September/2020

    S. Roll Objective Topic Details Evaluation Parameters Description


    No No s of
    Academi
    c Activity
    1. All To Student will be given one Student will be evaluated The report should be
    studen enhance plan/ policy, report will be as prepared undertaking
    ts the prepared by collecting all per following parameters given points:
    analytica inputs about policy/plan. 1. Introduction – 5 marks
    The assignment will make 2. Descriptive Analysis – 1. Introduction to the
    l and
    the students aware about 10 Marks firm and policy/plan
    conceptu
    the various personal 3. Benefit Analysis
    al skills finance plans and how through case study– 10 2. Description of
    of the they have differentiated Marks policy: Category,
    students purposes and benefits 4. Conclusion – 5 Marks Suitability, Claims

    3. Analysing the
    outcomes through an
    example or case study

    4. Conclusion to the
    analysis

    Topic allocation:
    SerialNo RegisterationNumber Name RollNumber Topic
    1 11805988 Danish Shiekh RQ3E58 A006 Tata AIA pension plans
    Danaboyina
    2 11808656 Mahesh RQ3E58 A010 Star Union pension plan
    Shriram Life pension
    3 11808776 Md Sajjad Khan RQ3E58 A011 plan
    4 11808919 Vishvajeet RQ3E58 A012 SBI life pension plan
    Sahara Life pension
    5 11809985 Km Priya Mishra RQ3E58 A014 plan
    Reliance lfe pension
    6 11810980 Krishna RQ3E58 A020 plan
    PNB Met life Pension
    7 11810982 Manjinder Singh RQ3E58 A021 plan
    8 11812001 Abhay Shukla RQ3E58 A023 Max life Pension Plan
    Avinash Kumar
    9 11812189 Singh RQ3E58 A024 Kotak Life pension plan
    10 11814099 Adarsh Keshri RQ3E58 A029 Indiafirst pension plan
    Taufeeque Ahmad IDBI Federal pension
    11 11814185 Minya RQ3E58 A030 plan
    Mohammad Aslam
    12 11814190 Musalman RQ3E58 A031 HDFC life pension plan
    Future Generali
    13 11814389 Gulzar Singh RQ3E58 A032 Pension plan
    14 11814514 Jitendra Sah RQ3E58 A033 Exide life pension plan
    DHFL Pramerica
    15 11814954 Boni Nirupama RQ3E58 A034 pension plan
    Canara HSBC pension
    16 11814978 Ankur Pandey RQ3E58 A035 plan
    Bajaj Allianz pension
    17 11815370 Ankit Kumar RQ3E58 A037 plan
    18 11815975 Rahul Gupta RQ3E58 A039 Aviva pension plan
    Afjal Husen
    19 11816000 Musalman RQ3E58 A040 Tax saving schemes
    20 11900945 Meghal Chopra RQ3E58 A041 Small saving schemes
    21 11800593 Arjun Handoo RQ3E58 A042 Credit cards
    Debt investment in
    22 11800722 Anuj Singh RQ3E58 A043 government securities
    Debt invetment in
    corporates (short
    23 11807093 Dasharath Shaw RQ3E58 A044 term )
    Aditya birla Sun life
    24 11807766 Akshita RQ3E58 A045 Liqui fund
    Laishram ICICI prudential Liquid
    25 11811265 Bidyananda RQ3E58 A046 fund
    Nippon India Liquid
    26 11813241 Anmol Pandey RQ3E58 A047 fund
    27 11815220 Rahul Kurmi RQ3E58 A048 UTI Liquid cash plan
    28 11815874 Sunil Jangid RQ3E58 A049 Axis Liquid fund
    29 11800717 Tushar Sharma RQ3E58 A050 Kotak Liquid fund
    30 11802534 Somesh Patidar RQ3E58 A051 ULIP
    31 11802537 Rohit Jat RQ3E58 A052 Term Insurance
    32 11909186 Savitha Dungdung RQ3E58 A064 Whole Life insurance
    33 11800485 Abhishek Anand RQ3E58 B001 Endowment plan
    Bajaj Life insurance
    34 11800502 Musaweer Noori RQ3E58 B002 Future plan

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