FinTech Worksheet Day 00 Dated 21 Sept 2020
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You are a Financial Advisor
Case Study for
Client : Capt Ruchi Rai
Profession : Pilot with AirIndia Ltd
Salary : 4 Lakhs Per month 50 LPA
Capt Ruchi Wants to make a Saving Plan of Rs 20 LPA Make a Saving Plan for 5 Years with expected returns .
[ Divide her Savings in 4 Parts ]
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Suggest Top 10 Mutual Funds for Capt Ruchi
1600Hrs To 1700 Hrs 🙇🙇🏻♀
Make a List of Top FD Plans for Capt Ruchi
1700Hrs To 1800 Hrs 🙇🙇🏻♀
Make Your Day 00 Report of all Work done.
After Completion of the work Kindly send Report to,
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See PPT
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