Assignment Task:

Case Study 

Introduction
In today’s scenario large number of families incurs losses because of the lack of existence of a financial plan. This case is about a family which constitutes of 5 members and is presided by a person named Mr. Rohan Bhatt. The family has 7 real life desires which need to be fulfilled by manipulating and using the available assets and anticipated income out of the interest rates on this property he possesses and also the regular income flow of Mr. Bhatt and his wife. This case presents the financial problem in INDIA. All the solution of the case needs to be solved keeping in mind the interest rate of India. The Calculation of inflation rate, interest rate of RD, SIP MF, and PPF can be done online by using online calculators of income

The description of the desires and the personal property possessions has been detailed in the further part of the report.

CASE GUIDELINES

The case includes the following seven parts:
Part 1-    Loan Repayment
Part 2-    Contingency plan
Part 3-    Insurance
Part 4-    Education Provision for Daughter- Pankti
Part 5-    Marriage Funding for Pankti
Part 6-    Retirement Plan of Mr. Bhatt and Mrs. Bhatt
Part 7-    World Tour


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  • Posted on : June 04th, 2019

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