least 25 years. He has a job with saving of £800 per month. He comes to you as his financial advisor seeking for investment advice. Suggest a list of potential investments opportunities for Mr. John. Keeping in view of his age an
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Mr John who is
30-year old which is one of your client. He recently received £30,000 from his family and
wants to invest this fund for at least 25 years. He has a job with saving of £800 per month. He
comes to you as his financial advisor seeking for investment advice. Suggest a list of potential investments opportunities for Mr. John. Keeping in view of his age and financial condition, what is your
financial advice? Hint: consider different investment options
in money and capital market.
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- Determining the right amount of short-term, liquid investments. Ella and Aaron Martin together earn approximately 92,000 a year after taxes. Through an inheritance and some wise investing, they also have an investment portfolio with a value of almost 200,000. a. How much of their annual income do you recommend the Martins hold in some form of liquid savings as reserves? Explain. b. How much of their investment portfolio do you recommend they hold in savings and other short-term investment vehicles? Explain. c. How much, in total, should they hold in short-term liquid assets?Mr. Ahmed aged 62 is the father of Mr. Moosa aged 28. Ahmed is the retired employee of Bank Nizwa and Moosa is working with Oman Tel from past 5 years. Mr. Ahmed has a saving of OMR 120,000 and Moosa has a saving of OMR 10,000. • You are required to provide investment advice to Ahmed and Moosa on making a good investment portfolio with the available funds they have. • Calculate the value of the funds after one year. Assume that the returns are achieved by all the securities in which investments are made. Show your calculations. • Also find the standard deviation and covariance of their portfolio.As an investment advisor, you have been approached by a client called Ramesh, who wants some help in investment related matters. Ramesh is currently 45 years old and has Rs 600,000 in the bank. He plans to work for 15 more years and retire at the age of 60. Ramesh's present salary is Rs 400,000 per year. He expects his salary to increase at the rate of 12 percent per year until his retirement. Ramesh has decided to invest his bank balance and future savings in a portfolio in which stocks and bonds would be equally weighted. For the sake of simplicity, assume that these proportions will be maintained by him throughout. He also believes that bonds would provide a return of 7 percent and stocks a return of 13 percent. You concur with his assessment. Once Ramesh retires at the age of 60 he would like to withdraw Rs 500,000 per year from his investments for the following 15 years as he expects to live upto the age of 75 years. He also wants to bequeath Rs 1,000,000 to his children…
- a) As an investment advisor, you have been approached by a client called Mr. Sobolo, who wants some help in investment-related matters.Mr. Sobolo is currently 45 years old and has Gh₵600,000 in the bank. He plans to work for 15 more years and retire at the age of 60. Mr. Sobolo's present salary is Gh₵ 400,000 per year. He expects his salary to increase at the rate of 12 per cent per year until his retirement.Mr. Sobolo has decided to invest his bank balance and future savings in a portfolio in which stocks and bonds would be equally weighted. For the sake of simplicity, assume that these proportions will be maintained by him throughout. He also believes that bonds would provide a return of 7 per cent and stocks a return of 13 per cent. You concur with his assessment.Once Mr. Sobolo retires at the age of 60 he would like to withdraw Gh₵500,000 per year from his investments for the following 15 years as he expects to live up to the age of 75 years. He also wants to bequeath Gh₵ 1,000,000…You are working as a financial advisor for Bradford financial Services Ltd based on Leeds Road which has clients from the public and private sector around the Yorkshire region. Mr John who is 30-year old which is one of your client. He recently received £30,000 from his family and wants to invest this fund for at least 25 years. He has a job with saving of £800 per month. He comes to you as his financial advisor seeking for investment advice. 1. Suggest a list of potential investments opportunities for Mr. John. 2. Keeping in view of his age and financial condition, what is your financial advice? Hint: consider different investment options in money and capital market.As an investment advisor you have been approached by a client called Ramesh, who wants some help in investment related matters. Ramesh is currently 45 years old and has Rs 6, 00,000 in the bank. He plans to work for 15 more years and retire at the age of 60. Ramesh’s present salary is Rs 4, 00,000 per year. He expects his salary to increase at the rate of 12% per year until his retirement. Ramesh has decided to invest his bank balance and future savings in a portfolio in which stocks and bonds will be equally weighted. Assume that these proportions will be maintained by him throughout. He also believes that bonds will provide a return of 7% and stocks a return of 13%. Once Ramesh retires at the age of 60 he would like to withdraw Rs 5,00,000 per year from his investments for the following 15 years as he expects to live up to the age of 75 years. He also wants to give Rs 10, 00,000 to his children at the end of his life. How much money would he need 15 years from now? How much should…
- Jean invests $1000 in Year 1 in a socially responsible fund, and doubles the amount each year after that (so the investment is $1000, 2000, …). (a) If she does this for 10 years, and the investment pays 4% annual interest, what is the future worth of her investment? (b) What are socially/ethically responsible investment funds? How do they differ from other types of investments? Why do people invest in them?Annabelle, a busy professional, is seeking a way to invest a fixed amount of her monthly salary into an actively-managed investment fund. She has indicated she has a surplus $500 per month to invest. Which investor service would be suitable for her? A.Automatic investment plan of $500 per month B.Automatic withdrawal plan of $500 per month C.$500 conversion privilege D.Regular withdrawal plan of $500 per monthFelix is keen to apply his finance knowledge to his real-life investment goals. He is currently 19 years of age and wishes to retire from full-time work at the age of 60 with $5 000 000 in his portfolio. He started contributing monthly to a NASDAQ index fund. b) How much will Felix need to contribute at the start of each month in order to receive $5 000 000 at the age of 60 at a compound return of 8.50% p.a.? Show formula, variables, calculation and a concluding statement in your response.
- Felix is keen to apply his finance knowledge to his real-life investment goals. He is currently 19 years of age and wishes to retire from full-time work at the age of 60 with $5 000 000 in his portfolio. He started contributing monthly to a NASDAQ index fund. a) How much will Felix need to contribute at the end of each month in order to receive $5 000 000 at the age of 60 at a compound return of 8.50% p.a.? Show formula, variables, calculation and a concluding statement in your response.Felix is keen to apply his finance knowledge to his real-life investment goals. He is currently 19 years of age and wishes to retire from full-time work at the age of 60 with $5 000 000 in his portfolio. He started contributing monthly to a NASDAQ index fund. a) How much will Felix need to contribute at the end of each month in order to receive $5 000 000 at the age of 60 at a compound return of 8.50% p.a.? Show formula, variables, calculation and a concluding statement in your response. b) How much will Felix need to contribute at the start of each month in order to receive $5 000 000 at the age of 60 at a compound return of 8.50% p.a.? Show formula, variables, calculation and a concluding statement in your response. c) Explain why there is a difference between the two amounts determined in parts a) and b) above.Your grandfather urged you to begin a habit of saving money early in your life. He suggestedthat you put $5 a day into an envelope. If you follow his advice, at the end of the year youwill have $1,825 (365 3 $5). Your grandfather further suggested that you take that moneyat the end of the year and invest it in an online brokerage mutual fund account that has anannual expected return of 8%.You are 18 years old. If you start following your grandfather’s advice today, and continuesaving in this way the rest of your life, how much do you expect to have in the brokerageaccount when you are 65 years old?
