Class Assignment Personal Finance SEM 3

To be completed in Groups of 5/6

Marks assigned 20
Deadline 25th Sep, 2014

Create a financial model to showcase Personal Finance Investment Options

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Define your Household family mixture/ demography

Define Financial goals
Identify sources of income
Enlist possible household expenditures
Enlist Financial expenditures (if any)
Create suitable P&L, Balance sheet and Cash flow statement for the
Household
Identify/ calculate the familys savings/ investments across various asset
classes (Savings account/ FD/ Liquid funds/ Equity/ Mutual funds/ Gold/ Real
Estate/ REITs etc..)
Propose changes in familys investments (if needed)

Criteria:
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Clarity in familys Financial statements

How flexible is your model to various scenarios?
Ability to de-bug
Clarity in presentation

Hints:
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Speak to people/ Visit Markets around to get realistic (not just Hinjewadi D
Mart!!)
Be creative in your thinking. Depth in the financial model will be appreciated.
Create separate sheets for analysis of return on various asset classes

All assignments should reach me by before midnight 24-Sep-2014. This folder

should contain One Excel Workbook and One Powerpoint Presentation.