Details

Case

Educator Copy

Saroh Investment Advisory

Omair Haroon, Syed Aun R. Rizvi


INDUSTRY : -

AREA : Finance

ORGANIZATION : -

LENGTH : 5

LUMS No : 02-648-2018-1

PUBLICATION YEAR : 2018

DESCRIPTION

KEYWORDS:


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:

Finance