Group Assignment

1. Make a questionnaire to collect information for personal financial planning

This is to Collect general information like
 Gender,
 Age,
 Education,
 Employment status,
 No. of dependent family members etc.,
 Income level,
 Expenses,
 Savings,
 Wealth owned – Real and Financial assets,
 Existing financial liabilities,
 Existing Insurance policies,
 Financial Goal(s),
 Risk preference,
 Existing Investments,
 Retirement plans,
 Tax considerations etc.
2. Collect the above information from working individuals (e.g. for 5 members in a
group - make a personal financial plan for 5 people)
3. Note down their financial goal(s) – goals should be Realistic, also consider the
timing of each goal. (Short term, medium term, long term)
4. Evaluate their financial position - use financial tools/ software/ website.
5. Make suggestions regarding investments and savings to achieve their financial
goal(s)  (based on their risk preference, liquidity, tax considerations, etc.). 
6. You can take some success stories also. E.g. Mr. X had planned in 2010 for home
in 2021 by taking different investment plans/ tools etc.
Submission: -
In .pdf format only. Only one member of the group must submit the file.