SECTION A - QUESTION NO.

2 (15)
Given below is a scenario for a middle class family. Please help them plan for their future. Details are as given below. Can you provide any information on inflation here for our benefit
The Total financial holding for the family is Rs. 78 lakhs. Please also discuss on the type of current holding and the methods to improve the holdings as time goes by. The goals need to achieved under their current income scenario and u could also assume that the income will go up with time proportionately

Income

Mr. Middle Class

Mrs. Middle class Other income Expenses Household

45,000
15,000 22,000

15,000

EMIs
Premiums

20,500
7,700