Wealth Management Modules
Please read carefully before starting the Exam:
- This exam may have questions from 30 – 50 Numbers. Time Duration is 45 mins. Passing score is 40% or more.
- You will have to pay an examination re-appearance request by paying Rs. 250/- if you fail the exam.
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- Question 1 of 30
1. Question
TDS is made by banks if interest on bank deposits exceeds_________ р.а.
- Question 2 of 30
2. Question
Long term capital loss can be set-off against________,
- Question 3 of 30
3. Question
Sec. 70 provides for setting off loss from one source against income from another source under same.
- Question 4 of 30
4. Question
A______ is an evaluation of an individual or organization’s willingness to take risks & threats to which an organization is exposed.
- Question 5 of 30
5. Question
Cash equivalent includes__________,
- Question 6 of 30
6. Question
The goal of wealth management is to sustain and grow wealth._____________,
- Question 7 of 30
7. Question
India banned the entry load (commission) on mutual funds_________,
- Question 8 of 30
8. Question
An rate is often expressed as an annual percentage of the principal________,
- Question 9 of 30
9. Question
Basic liquidity ratio is_______,
- Question 10 of 30
10. Question
Hansika deposited 10,000 in bank FD for 5 years @ 9%. Maturity amount is FVIF (9%, 5) is 1.5386.__
- Question 11 of 30
11. Question
______–Considers NAV on two dates at the beginning and end of the holding period
- Question 12 of 30
12. Question
When developing your goals, S signifies in Smart________,
- Question 13 of 30
13. Question
.__________. Is the ability to understand how money works in the world?
- Question 14 of 30
14. Question
A Wealth Manager should act as an______________ and not as a Salesman.
- Question 15 of 30
15. Question
_______Focus on investing the customer’s money majorly in shares and IPO which are equity market products.
- Question 16 of 30
16. Question
HNWI stands for__________,
- Question 17 of 30
17. Question
The goal of wealth management is to sustain and grow______ wealth
- Question 18 of 30
18. Question
._______ is a person on whom another person has placed the utmost trust and confidence to manage and protect property or money.
- Question 19 of 30
19. Question
Execution of a___________ requires discipline and perseverance
- Question 20 of 30
20. Question
__________ is the ability to understand how money works in the world
- Question 21 of 30
21. Question
__________. refers to a line that plots invest rates.
- Question 22 of 30
22. Question
._______ consists of external factors in a business market that can influence a business.
- Question 23 of 30
23. Question
The yield curve is …_________when yields of all maturities are close to one to another.
- Question 24 of 30
24. Question
._______. Sector plays a significant role in our daily lives
- Question 25 of 30
25. Question
._________ considers Human Capital or income potential.
- Question 26 of 30
26. Question
Medical Insurance premium provide tax exemption under section___________ of Income tax
- Question 27 of 30
27. Question
The amount paid towards medical insurance premium for self / spouse children provides tax exemption under Section 80D for a maximum of___________,
- Question 28 of 30
28. Question
The ._________enables the insured to claim the amount from the third party responsible for the loss.
- Question 29 of 30
29. Question
___________ offers the payment of partial survival benefits
- Question 30 of 30
30. Question
.___________ Deals with the transportation aspects of goods through any mode of shipment.