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A person bought exchege Traded Fund,How would you show in Balance Sheet ?
How do you define Net worth ?
If inflation rate is 2% and return is 8% and Mr x has to double his money In how many years he will get the money double as per that time considering inflation?
Which Asset Allocation Strateg involves market and sector rotation?
Mr. X has type 1 diversification in long term Bonds and Type 2 include all Equities and what should include his type 3 diversification in his portfolio?
A client needs to accumulate money for vacation planning .He needs 10 lac rs after one year for first vacation then increasing with the rate of 10%.He wants to plan vacation fund For 30 years.What shall he deposit today at 14% to achieve the goal?
What is the Percentage of Holding of a commercial scheduled Bank in RRB’s?
What is not true about reference rate ?
What is not true about CAPM ?
Divyansh needs an annuity of 35000 per month starting after 15 years for 15 years period where discounting rate is 11% and inflation is 6%. He wants the cash flow in begin Mode. What should be his investment today ?
Someya needs an annuity of 40000 per month starting after 20 years for 15 years where discounting rate is 6% and inflation is 4%. He wants the cash flow in End Mode. What should be his investment today?
Dinesh needs an annuity of 15000 per month in current valuation starting after 25 years for 20 years where investment rate is 8% and inflation is 3.5%. He wants the cash flow in Begin Mode. What should be his investment today ?
Which of the following persons is expected to comply with registration requirement under SEBI (Investment Advisers) Regulations, 2013:
“Persons associated with investment advice” will not include:
An individual investment adviser or a principal officer of a non-individual investment adviser shall have minimum qualification under the regulations of
How many years of experience is required in activities relating to advice in financial products or securities or fund or asset or portfolio management for principal officers and individual investment advisers.
Which is not true regarding the services offered by investment adviser?
_____ is a scheme of the Reserve Bank of India (RBI) and is mandatory for Non-Resident Indians(NRIs) and People of Indian Origin (PIOs) who like to purchase and sell shares.
An NRI returning to India and becoming a Resident Indian has to do which of the following with respect to holdings in demat account?
NRIs can open a demat account with any Depository Participant in India. Permission is required from RBI to open a demat account.
What is not true regarding taking Loan on your PPF account ?
What is the right order of Investment objective of Index Fund, Index future & Index Options in Your Portfolio.
What should adviser not ask from client for FATCA Required?
Rakesh bought 1000 stocks of XYZ limited there was 2:5 bonus after 2 years of holding the share. What will be the new number of shares Ramesh has and the change in holding % is total outstanding equity is 1 lac shares.
Who is defined as associate by SEBI under RIA?
What will be the order of priority for emergency fund in order to liquidate money quickly at market value?
As per PMLA the information on suspicious financial transactions needs to be furnished to:
The stage of money laundering process in which the funds are reenter the legitimate economy is called?
The average Rate at which Bank borrows its all obligations is called?
What is an important component of enabling a financial adviser to address conflicts of interest?
Assume a financial adviser is considering two investment recommendations for a client. One involves payment to the adviser from the investment issuer and the other does not. Both options are suitable. Which option should the adviser choose to comply with a client first standard?
Which of the following statement is most correct to say?Statement 1: A financial advisor can most accurately predict the future financial trend.Statement 2: A financial advisor has used the most up-to-date quality information to develop a client’s recommendation or strategy over time the economic environment is sure to change enough that the initial assumptions are no longer correct.
Which of the following is least likely be a function performed by RBI?
Which of the following is least likely to be a disadvantage of working through the budgeting process?
What sequence best represents the risk-return trade-off from lowest risk to highest?
Rahul has a portfolio of 5 securities . Some one has suggested him to add more securities to portfolio to diversify the risk.What kind of risk Rahul will not be able to reduce even after adding some more securities to portfolio.:
What are the three stages of money laundering (in order)?
If an Investor has 5 Lac Rs is invested in Fund A. He is expecting interest rate to rise by 50 BPS and in a view, he is shifting his 75% of portfolio to Fund B. What will be his overall loss in p.c. if actually interest ratrises by 50 BPS .Modified Duration of Fund A is 7 years and for Fund B is 3 years.<
According To CAPM Model what shall be the required rate of Return of the portfolio. Fund A has weight of 60% and Fund B has weight of 40%. Beta of Market is 1 . Beta of Security fund A is .8 and Fund B is .9 . Risk Free Rate of Return is 6% and Market Return is 15%.
What is valuation of the security if the market yield of same security is 5%. If dividend is 200 Rs and Risk-free rate is 4.5%, What is the valuation of the Security?
What is the Total volatility of whole portfolio of Security A & B. If Security A has 60% investment and Standard Deviation of Security A is 22% and 10% of Security B. Correlation of Security A & B .6
Mehul is a Gold Trader and is worried of prices of Gold going down in the future. He wants to hedge himself against the prices fall in gold in future. What is the best course of action for him.
Achal want to invest in a particular stock and finds today it up by a substantial percentage and on the basis of this first information he assumes about his performance in future what kind of bias it is ?
What is least likely to be characteristic of an Alternative Investment ?
What behavioural bias is an individual most likely exhibiting when they have unrealistically positive self-evaluations relative to the people around them?
The market where institutional investors and broker-dealers who are not exchange members to trade large blocks of exchange-listed securities outside of exchanges is known as —
“—- shows the amount of return that was generated per unit of risk (standard deviation) allowing for a risk-adjusted return comparison to be made.
Which Metric is used to evaluate the performance of an ETF?
What is the holding period return (HPR) for an investor who purchased 100 shares of stock for $40 per share and held the stock for four years during which it paid dividends of $0.25 $0.26 $0.27 and $0.28 per share respectively; then she sold the stock at the end of the four-year period for $50 per share?
Which one of the following assumptions of Markowitz’s Modern Portfolio Theory directly contrasts with a basic assumption of behavioural finance?
What does the capital market line (CML) show?
In addition to security selection what activity best reflects tactical asset allocation?
Which one of the following Efficient Market Hypothesis (EMH) forms is most likely based on the belief that all available (current and historical) stock market information is already fully incorporated into the price of a security?
In the falling interest rate scenario fund manager would most liekly to do in portfolio
Rahul is 40 years old and alone working and living in Mumbai with his wife and two sons. He is planning his retirement at the age of 60. His Risk appetite seems to be Moderate, what is the most suitable investment strategy for him.
What is incorrect regarding SML and CML for plotting Efficient Portfolios ?.
Rahul has taken a loan of 20Lac rs for 15 years for house construction and wants to take another loan of 5 Lac rs for car purchase for 5 years. Rate of interest is 6.9% and 9% respectively. What amount of interest Rahul will pay for both of the loans for the entire period ?
Rank Portfolio P, Q, R on the basis of alpha- Return is 25%, 16%, 14% and market return is 13%. Standard Deviation is 18%, 7%, 9% and market SD is 7%. Beta is 1.5, 0.9, and 1.2. Risk free rate of return is 8%.
What is least likely to be true regarding private equity v/s venture capital?
The current dividend on an equity share of Vertigo Limited is Rs2.00.Vertigo is expected to enjoy an above-normal growth rate of 20% for a period of 6years.Thereafter the growth rate will fall and stabilize at 10%.Equity investors require a return of 15%. The stock is trading at 90 rs in the market.According to the intrinsic value of the equity share how it is priced ?
What is the ytm of a bond which pays annual coupon having 10 yrs of Maturity at face value of 1000 Rs with a coupon rate of 9%? Presently trading on 972.50.
To what investment risk may a bond be subject if it is not held to maturity that will not be present if it is held to maturity?
A person has taken a loan of 4 lac Rs for 8 years with the rate of 9.5% per annum. What will be the amount he needs to pay at the beginning of 5th year. He has a penalty of 1.25% on prepayment of the Loan?
What is the required rate of return of a portfolio where Market returns are 15%,Risk free rate is 6% and beta of the portfolio is .9 ?
What will be the yield of a semi annual bond giving coupon of 7.5% currently being traded in market at 950. Bond has a residual maturity of 6 years ?
What will be the Fair value of the bond if face value of bond is 1000 and coupon is 8% . Bond pays coupon twice a year and the yield on current investment is 6.25%.The residual maturity of bond is 7 Years ?
Gaurav has invested 60% of Money in Portfolio A and 40% in Portfolio B . Beta of Portfolio A is .9 and Portfolio B 1.2. If risk free rate is 6% and yield is 7.25%.What will be weighted average Beta of portfolio ?
Mr Ajay Verma needs 2 Cr after 20 years. Taru is a Financial planner who has suggested him to do asset allocation of monthly investmen to reach the Goal like below First 10 years Equity and Debt 70%, 30% Next 10 years 40%, 60% Return of Equity and Debt are assumed to be 12% and 8% respectively and after 10 years portfolio rebalncing will be done. Kindly calculate the Per month Investemnt required to reach the Goal.
Puneet has 3 year old son .He wants to plan for his Higher education starting from the age of 18 years.Funds will be required at the beginning of the year for four years. If current expected expenses are 5 lac per annum and expected to increase with the rate of 8%. What shall Puneet deposit at lumpsum if he wants to invest it at the rate of 12%?
Monica is a bakery owner and regularly buys the wheat from the market and she is concerned about the rising wheat prices in the market.What shall she do for hedging against the price hike of wheat?
option A- Long Wheat Future
option B- Short Wheat Future
option C- Neutral
Shashank has a portfolio which has combination of Equity and Gold. Shahsank invests 75% of portfolio in Equity.Standard deviation of Equity and Gold is 18% and 11% Respectively. If correlation between tow is .20 what shall be the total risk of the portfolio?
Akhil wants to plan his holiday starting 5 years from now. He is 28 years old today and will withdraw money from the fund till he retires at the age of 60. His first withdrawal will be 5 Lac Rupees and the expenses of holiday is increasing with the rate of 10%. What shall akhil deposit today at the rate of 14% to achieve the goal?
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