GLO_CWM_LVL_1 Exam Question 186

From the following information:

The Surrender value is 43% of the paid up value and loan is available at 85% of surrender value.
Calculate paid up value, surrender value, and loan value
  • GLO_CWM_LVL_1 Exam Question 187

    EDLI is applicable to all establishments which
  • GLO_CWM_LVL_1 Exam Question 188

    Ms. Shweta wants to achieve the goal of higher education of her daughter after 15 years. She estimates that the funds required would be 30 lacs at then costs. She wants to invest monthly for this goal. You as a Wealth Manager suggest an asset allocation of 80% in Equity and 20% in Debt for 14 years and shifting the entire amount to liquid funds in the last year where the expected returns would be 6% p.a. If the returns in equity and debt funds are 14% and 8.50% respectively calculate the amount that needs to be invested in Equity and Debt Each Month.
  • GLO_CWM_LVL_1 Exam Question 189

    ...........................arises by operation of law eg trust created under MWP Act
  • GLO_CWM_LVL_1 Exam Question 190

    Mr. Neeraj Gupta wants to withdraw Rs. 50,000 per quarter form an account after 3 years for 6 years. How much should he deposit in this account today if the ROI is 12% p.a. compounded quarterly.?