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| Details |
Case Code: CLFIN001
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| Case Length: 6 pages |
| Period: - |
| Pub Date: 2017 |
| Teaching Note: Not Available |
| Subject : Finance |
| Price:Rs.100 |
| Organization :- |
| Industry : Financial Services |
| Countries : - |
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Personal Financial Planning for Dr. Srivastava |
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| The case study discusses the financial planning of a high networth (HNI) individual, Dr. Vimal Kumar Srivastava. Dr. Srivastava was looking for a financial advisor who could help him develop a financial strategy for his business plan, savings, investments, and retirement from government service. He also wanted the advisor to evaluate his current financial status and prepare a financial plan for him for the next nine years keeping his requirements in mind. The case study provides material for a discussion on ‘Personal Financial Planning’ for HNIs including ‘Client Profiling’.
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Issues: |
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- Analyze the issues and challenges of personal financial planning.
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- Understand the issues involved in client profiling.
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- Debate on financial investment based on a client’s requirement.
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| Introduction |
Wealth management is a special field of financial services provided by financial institutions and professional firms to High Networth Individuals (HNIs). All monetary matters of the HNIs are handled by the service provider (advisor). The wealth management advisor provides services such as portfolio management, retirement planning, estate planning, business succession planning, taxation advice, legal service, trust management, investment management, and risk management..
About Dr. Vimal Kumar Srivastava
Dr. Srivastava, a famous heart specialist, was a Dean in one of India’s famous government hospitals in Delhi...
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Keywords |
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Wealth management, advisor, High Networth Individuals, Assets, Liabilities, Fixed deposit, PPF, Equity Linked Schemes, Bonds, Alternative Investment, Gilt Schemes, Equity share, Salary, Business plan, scholarship
* This caselet is intended for use only in class discussions.
** More comprehensive case studies are priced at Rs.200 to Rs.700 (US $5 to US
$16) per copy.
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