You are a financial advisor of Mr. Krishav Jha, he is 30 years old and recently he has joined MNC as Manager Hr. His annual package is 15lac. In his family he has one kid and his wife is homemaker. Some time back he invested in the equity market and booked a loss in that deal. He has around 15,00,000Rs. In savings account and FD of Rs.10,00,000/-, he is very much worried about future investment for child education, the marriage of child, he wants to plan for regular fixed income During your meeting with him he expressed that he did not know about investment, where he should invest for regular fixed income, and what should be the proper way to invest money. He expressed his concern about the current situation of the market as Stock market is witnessing huge volatility in backdrop of slowdown. As a financial advisor you suggested him some investment options but still, he is not convinced, he is very much eager to know what steps he should take for good investments and what are the investment risks. What information you will provide him regarding your steps of investment process and investment Risks? Explain.

You are a financial advisor of Mr. Krishav Jha, he is 30 years old and recently he has joined MNC as Manager Hr. His annual package is 15lac. In his family he has one kid and his wife is homemaker. Some time back he invested in the equity market and booked a loss in that deal. He has around 15,00,000Rs. In savings account and FD of Rs.10,00,000/-, he is very much worried about future investment for child education, the marriage of child, he wants to plan for regular fixed income During your meeting with him he expressed that he did not know about investment, where he should invest for regular fixed income, and what should be the proper way to invest money. He expressed his concern about the current situation of the market as Stock market is witnessing huge volatility in backdrop of slowdown. As a financial advisor you suggested him some investment options but still, he is not convinced, he is very much eager to know what steps he should take for good investments and what are the investment risks. What information you will provide him regarding your steps of investment process and investment Risks? Explain.

Personal Finance

13th Edition

ISBN:9781337669214

Author:GARMAN

Publisher:GARMAN

Chapter15: Mutual And Exchange Traded Funds

Section: Chapter Questions

Problem 3FPC

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