Page 252 - DMGT515_PERSONAL_FINANCIAL_PLANNING

Unit 13: Strategies of putting together a Complete Financial Plan

13.6 Review Questions Notes

1. Discuss the strategy development process and explain with the help of an example.
2. Describe the Implementation of the Personal Financial Plan.

3. Explain the Asset allocation theory boosts returns by spreading investment risks.
4. Describe the specific investment products.
5. Discuss the Investment decisions.

Answers: Self Assessment

1. financial planner 2. investment strategy
3. Income requirements 4. planning objectives.

5. financial planner 6. True
7. False 8. False
9. True 10. True
11. True

13.7 Further Readings

Books Brian Anderton, 1995, Current Issues in Financial Services, Macmillan Press: London.

K. Subramanian and T.K.Velayudham, 1997, Banking Reforms in India: Managing
Change, Tata-McGraw Hill Publishing Co., New Delhi.
L.M. Bhole, 1992, Financial Institutions and Markets: Structure, Growth and Innovations,
Tata-McGraw Hill Publishing Co., New Delhi.
M.A. Kohok, 1993, Financial Services in India, Digvijay Publications: Nashik.
M.Y. Khan, 1997, Financial Services, Tata McGraw-Hill Publishing Co.: New Delhi.

Meir Kohn, 1994, Financial Institutions and Markets, McGraw-Hill Inc.: New York.
Peter S. Rose & James W. Kolari, 1995, Financial Institutions: Understanding and
Managing Financial Services, Richard D. Irwin: Chicago. SEBI Act and SEBI
Regulations.

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