Product details

The case is about 'Financial Planning and Wealth Management' of individual retail investor. Every individual has some kind of financial obligation as well as financial goals in his/her life. However, achieving them at right time is the matter of financial discipline. Financial planning is about to estimate the future financial requirements and make funds available at right time through systematic investments. Mr Gupta, father of two children's currently working in a multinational company. He is in a situation where he wants to build a safe and secure financial future for himself and his family. But he is not clear about how much to invest and where to invest to achieve the financial goal. He is, also not clear whether current investment amount will help him to build a desired retirement corpus or not. Therefore he took the help of Mr Avinash Jain, who is Financial Planner Consultant, with hope to get clarity on the issue of personal financial planning. The case focus on key concepts like 'Retirement Planning', 'Investment Planning', 'Children's Education Planning'