Answer to Question #258360 in Marketing for Sayl

Question

You are a Financial Planner. Your client Ashwin Aswani aged 37 years and works with

an IT company earning Rs 15 lakhs per year. His wife Asha, aged 34 years, is a

homemaker. They have one daughter Rimmi aged 5 years. The couple requires your

help to make some financial decisions. (You can make any assumptions to further build

up your case.)

 

a. Ashwin wants to buy a Pure Risk Life Insurance cover of Rs 1.5 crore. He is confused

whether he should buy a ULIP a Term Plan. Recommend the product best suited for his

requirement.

 

b. Ashwin has expressed his desire to retire by the age of 55. Design a retirement plan for

him.

Answer 1

Dear Sayl, your question requires a lot of work, which neither of our experts is ready to perform for free. We advise you to convert it to a fully qualified order and we will try to help you. Please click the link below to proceed: Submit order