Subject category:
Finance, Accounting and Control
Published in:
2025
Length: 3 pages
Data source: Generalised experience
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Abstract
This case presents the personal financial planning challenges faced by Mr. Rahul, a middle-aged professional with several financial goals, including purchasing a car, building a house, and ensuring a stable retirement. With a monthly surplus of Rs. 33,800 and a modest investment portfolio, Mr. Rahul is unsure whether he can meet his financial goals given rising expenses, inflation, and the need for better investment strategies. The case places participants in the role of his financial advisor, tasked with analyzing his current plan and providing recommendations.
Teaching and learning
This item is suitable for undergraduate, postgraduate and executive education courses.Geographical setting
Region:
Asia
Country:
India
Locations:
Nashik;Maharashtra
Subject category:
Finance, Accounting and Control
Published in:
2025
Length: 8 pages
Data source: Generalised experience
About
Abstract
This case presents the personal financial planning challenges faced by Mr. Rahul, a middle-aged professional with several financial goals, including purchasing a car, building a house, and ensuring a stable retirement. With a monthly surplus of Rs. 33,800 and a modest investment portfolio, Mr. Rahul is unsure whether he can meet his financial goals given rising expenses, inflation, and the need for better investment strategies. The case places participants in the role of his financial advisor, tasked with analyzing his current plan and providing recommendations.
Teaching and learning
This item is suitable for undergraduate, postgraduate and executive education courses.Settings
Geographical setting
Region:
Asia
Country:
India
Locations:
Nashik;Maharashtra
Related
Subject category:
Finance, Accounting and Control
Published in:
2025
Length: 8 pages
Data source: Generalised experience