Details

Case

Educator Copy

SAROH INVESTMENT ADVISORY

Omair Haroon, Syed Aun R. Rizvi


INDUSTRY :

AREA : Finance

ORGANIZATION :

LENGTH : 3

LUMS No : 02-648-2018-1

PUBLICATION YEAR : 2018

DESCRIPTION

KEYWORDS:

Finance, Financial, Financial Services, Financial Planning, Investment, SAROH, Wealth Management, Investment Advice, Investing, Stock Market, Savings


DESCRIPTION:

The case introduces basic problems in personal and project financial planning faced by individuals who approached an investment advisor for help. These individuals include a family that is planning for their children’s’ education, a university professor planning for retirement, and philanthropists trying to plan for funding a charity hospital.


LEARNING OBJECTIVES:

1. Objectives of financial planning 2. Mechanics of time value of money 3. Assumptions and non-financial considerations in personal financial planning 4. Adapting financial planning tools for different goals


SUBJECTS COVERED:

Financial Management