LOVELY PROFESSIONAL UNIVERSITY Form/LPUO/AP-3

Case Study
Lovely Honors School of Business Department of Management
Name of the faculty member: Nancy Sahni
Course No: MGT370 Course Title: Personal Finance
Section: Specialization Class: BBA-Hons Batch: 2008-2011
Max. Marks: 25 Date of Allotment: 10/01/11 Date of Submission: 21/04/11
Sr. Roll No. Objective Topic Companies Evaluation Details
no. of the
Study
RQ1807 1. To N.A. Each Group of student is required to submit a
1 A01 develop and well documented analysis of case study which
RQ1807 encourage must have to be in accordance with the
2 A03 analytical Estate Planning objectives of the academic activity.
RQ1807 and writing The credentials that will be taken into
3 A04 skills of consideration for evaluation are as follows:
RQ1807 students.
4 A05 1.Presentation and answer to the questions:
RQ1807 2. To 70%
5 A11 increase Retirement Planning 2.SWOT analysis: 20%
RQ1807 logical 3.Summary : 10%
6 A12 reasoning of
RQ1807 the students.
7 A14
RQ1807
8 A19
Health Insurance
RQ1807
9 A20
RQ1807
10 A22
RQ1807
11 A23
Investment Decisions
RQ1807
12 A26
RQ1807
13 A29
RQ1807
14 A30
Credit Card Frauds
RQ1807
15 A31
RQ1807
16 A32
RQ1807
17 A33
Tax Planning
RQ1807
18 A34
RQ1808 Investing in precious
19 A03 metals
20 RQ1808
 A05
RQ1808
21 A06
RQ1808 Credit Insurance
22 A07
RQ1808
23 A09
Name of Faculty Member: Nancy Sahni

Date: Sig. of Faculty

Member

Remarks by HOD (Mandatory)

Sig. of HOD
with date
Remarks by HOS(Mandatory)

Sig. of HOS
with date