GALGOTIAS UNIVERSITY, GREATER NOIDA

PROJECT SYNOPSIS
Submitted By: -
Group – 6

Anshika ojha (22GSOB2010176)

Shruti Singh (22GSOB2010717)
Kajal Kumari (22GSOB2010398)
Rohit Kumar (22GSOB2010756)
Anchal Tripathi (22GSOB2010754)

Submitted To: -
Prof. Seema Tewari

MBA 3rd semester

Department of School of Business
Galgotias University, Greater Noida
 Table of Contents

1. Title
2. Objective
3. Motivation for the project
4. Project Identification
5. Project Selection
6. Methodology
7. Project Scope
8. Significance
9. Conclusion

1. Title: -
A Project Report on “To create a self-wealth
management plan clearly laying out different milestone in life”

2. Objective: -
 To design a self-wealth management plan that helps individuals achieve their
financial goals and aspirations.
 To identify the different milestones in life that require planning and saving, such
as education, marriage, retirement, etc.
 To analyze the current and future income and expenditure patterns of
individuals and suggest optimal strategies for saving and investing.
 To evaluate the risks and returns of various financial instruments and products
and recommend the best portfolio allocation for different scenarios.
 3. Motivation for the project: -
 To empower individuals to take charge of their own financial well-being and
make informed decisions that suit their needs and preferences.
 To address the challenges and opportunities that arise from the changing
economic and social landscape, such as inflation, globalization, digitization, etc.

4. Project Identification: -

 To develop a self-wealth management plan that is customized and flexible for

different individuals and their life stages.
 To provide a practical and user-friendly tool that helps individuals plan,
monitor, and adjust their financial activities and outcomes.

5. Project Selection: -:
 To choose a self-wealth management plan as the topic of interest and relevance
for the project.
 To conduct a literature review and a market survey to identify the existing
models, methods, and gaps in the field of self-wealth management.

6. Methodology: -
 To adopt a mixed-methods approach that combines quantitative and qualitative
data collection and analysis.
 To use a questionnaire and a semi-structured interview as the primary tools for
gathering information from the target population of individuals who are
interested in self-wealth management.
 7. Project Scope: -
 To cover the major aspects of self-wealth management, such as goal setting,
budgeting, saving, investing, risk management, and retirement planning.
 To target the potential users of self-wealth management plan, such as young
professionals, entrepreneurs, freelancers, etc.

8. Significance: -
 To contribute to the academic literature and the practical knowledge on self-
wealth management and its impact on individuals and society.
 To enhance the financial literacy and the financial security of individuals who
use the self-wealth management plan as a guide for their financial decisions.

9.Conclusion: -
 To summarize the main points and findings of the project on self-wealth
management plan.
 To highlight the strengths and limitations of the project and suggest directions for
future research and improvement.
 To emphasize the value and benefits of the self-wealth management plan for
individuals and society.
 To acknowledge the sources and references that supported the project and
express gratitude to the participants and stakeholders.

Thank you