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  • A Case Study On Financial Planning

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    Peeyush Mittal
    12 views15 pages
    Tis case study helps to understand about the financial planning for Individual name Mr. Ramesh. As he has many financial goals in his life to achieve and how he can achieve them with proper financial planning.

    Original Title

    A case Study on Financial Planning

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    Tis case study helps to understand about the financial planning for Individual name Mr. Ramesh. As he has many financial goals in his life to achieve and how he can achieve them with proper financial planning.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    12 views15 pages

    A Case Study On Financial Planning

    Uploaded by

    Peeyush Mittal
    Tis case study helps to understand about the financial planning for Individual name Mr. Ramesh. As he has many financial goals in his life to achieve and how he can achieve them with proper financial planning.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 15

    Mr.

    Ramesh – 34 years old earns


    Rs. 84000 salary p.m.
    • He currently lives in a rented house in delhi with his wife and 2 years
    old daughter paying 22000 p.m. rent. He palns to own a house , a car,
    provide his daughter’s education and retire with a corpus of Rs. 1
    crore. Draft a financial plan for Mr. Ramesh.
    Agenda
    Financial Planning - Stages
    Financial
    Planning
    – points
    to be
    Noted
    Financial
    Planning of
    Mr.
    Ramesh :
    Pre-
    defined
    goals /
    objectives
    Mr.
    Ramesh
    : Current
    Financial
    Status
    Mr.
    Ramesh
    Financial
    Plan :
    Suggesti
    ons
    Mr.
    Ramesh
    Financial
    Plan –
    Three
    Key
    Aspects
    Suggested Financial Products
    Goal /
    Objective
    –
    Daughter’s
    Education
    Goal /
    Objectiv
    e–
    House ,
    Car &
    Retireme
    nt
    Corpus
    • Thank You…..

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