GLO_CWM_LVL_1 Exam Question 106

Consider the following information for three mutual funds:

Calculate Jensen measure (%)?
  • GLO_CWM_LVL_1 Exam Question 107

    During "Building the foundation" life stage, we learn about _______
  • GLO_CWM_LVL_1 Exam Question 108

    Nishant aged 35 years is married and is working as a manager in M/s Zenith Ltd. His most likely retirement age is 60 years.His present salary is Rs. 3,00,000/- pa and self-maintenance expenses are 30,000/- per year. He pays Life insurance premium paid of 15,000/-and Income tax & professional tax amount to Rs. 20000/-. Rate of interest assumed for capitalization of future income is 8%.
    Calculate Nishant's HLV to recommend adequate insurance cover.
  • GLO_CWM_LVL_1 Exam Question 109

    If after the partition of an HUF 2 members became partners in 3 firms on behalf of their respective HUFs and they also become partners in a fourth firm. The funds were obtained by means of loans from the other 3 firms.
    The share incomes of the members from the fourth firm were assessable as their individual income only.
  • GLO_CWM_LVL_1 Exam Question 110

    Once the client accepts the proposal to prepare a wealth plan what is the next thing done by a wealth manager?