“Everybody wants to go heaven, but nobody wants to die. The same way everybody wants to be rich and wealthy but nobody wants to save. People slog to earn, but a very few understands the potential of their hard earned money”. Suppose you are a financial planner and your one of the customer of age 32 who is married, have one kid of 5 year and working as an Assistant Vice President in one of the pharmacy company approached to you for seeking your views for saving, tax planning, education planning of his child and retirement planning. What mutual funds you advise to your customers and what factors you keep in mind before advising funds to your customer.
“Everybody wants to go heaven, but nobody wants to die. The same way everybody wants to be rich and wealthy but nobody wants to save. People slog to earn, but a very few understands the potential of their hard earned money”. Suppose you are a financial planner and your one of the customer of age 32 who is married, have one kid of 5 year and working as an Assistant Vice President in one of the pharmacy company approached to you for seeking your views for saving, tax planning, education planning of his child and retirement planning. What mutual funds you advise to your customers and what factors you keep in mind before advising funds to your customer.
Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
Section: Chapter Questions
Problem 1PS
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Q6 “Everybody wants to go heaven, but nobody wants to die. The same way everybody
wants to be rich and wealthy but nobody wants to save. People slog to earn, but a very few
understands the potential of their hard earned money”. Suppose you are a financial planner
and your one of the customer of age 32 who is married, have one kid of 5 year and working
as an Assistant Vice President in one of the pharmacy company approached to you for
seeking your views for saving, tax planning, education planning of his child and retirement
planning. What mutual funds you advise to your customers and what factors you keep in
mind before advising funds to your customer.
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