AAFM Chartered Wealth Manager (CWM) Certification Level II Examination CWM_LEVEL_2 Exam Questions

Section B (2 Mark)

Mr. L Singh used machinery in his business. This is the only asset in the block. 20% of the usage is for personal purposes. The WDV of the block as on 31.3.2011 is ---

Section B (2 Mark)

Why tilting your portfolio towards growth stocks, may theoretically amplify its performance?

Section A (1 Mark)

If the deceased has two widows, four sons and two daughters then what is the share of each widow

Section C (4 Mark)

Saurabh decided to invest Rs.1,00,000/- in a portfolio of equities and debt mutual funds. He invests Rs. 60,000/-- in equities, and 40,000/-- in debt mutual fund.

A year later, Saurabh's portfolio worth reached to Rs. 1,35,000/-- (90,000/-- equity, 45,000/-- debt mutual fund). During the year Rs. 2,500/-- cash dividends was received on the equity and Rs. 1,000/-- dividend was received on debt mutual fund. Find out Saurabh's return on equity fund & debt mutual fund for the year?

Section B (2 Mark)

Ramesh living in Kolkata is a trustee for Brijesh living in Mumbai, Ramesh remits trust funds to Brijesh by bills drawn by a person of high creditworthiness in favor of the trustee as such and payable at Mumbai. The bills later got dishonored. Is Ramesh bound to make good the loss?

Section B (2 Mark)

Manish is thinking of acquiring some shares of ABC. Ltd. The rate of returns is as follows:

Calculate the variance and the standard deviation

Section A (1 Mark)

Which of the following services are related to the field of Real Estate?