Free CWM_LEVEL_1 Exam Braindumps
Chartered Wealth Manager Level 1 Questions 41–45 (page: 10)

Updated On: 9-Feb-2026

Pension received from a former employer is classified under the head _____________.

  1. Capital Gains
  2. Gratuity
  3. Income from other sources
  4. Salaries

Answer(s): D



The Portfolio consists of two securities, X and Y in the ratio of 70:30. Given that:

  1. 13.77%
  2. 8.04%
  3. Nil
  4. 25%

Answer(s): A



Which of the following are covered in the Banking Ombudsman Scheme?

  1. Scheduled Primary Co-operative Banks
  2. RRBs
  3. Both of the above
  4. None of the above

Answer(s): C



Which of the following transaction /transactions is/are an example of the Layering Stage of Money Laundering?

  1. Only II
  2. II, III and IV
  3. I, II and III
  4. II and IV

Answer(s): C



Aakash is 30 years old and plans to retire after another 25 years. His annual expenditure is Rs. 2,00,000/-, and wants to maintain the same living standard as of now. Expected inflation rate is 5%. Calculate what will be the Ashok's annual expenditure requirement at the beginning of the first year of his retirement?

  1. Rs. 6,77,270/-
  2. Rs. 5,72,281/-
  3. Rs. 6,55,235/-
  4. Rs. 5,86,326/-

Answer(s): B



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