Case Studies
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Age
0 — 100
Percentage equity exposure
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Risk Taking Ability
Case 1
Rajeev Agarwal is 30 years old and is married to Aarti who is 29. They have a daughter who is two years old. Rajeev is an engineer employed with a multinational firm and his annual salary is Rs 15 lakhs.
Case 2
Sunil, an MNC senior manager has just got promoted as Chief Marketing Officer. He is 47, and his wife Anita, 45 is a homemaker. They have two school going children, a son 14 and a daughter 12.
Case 3
Jyoti Sharma is 92 years old. She is widowed. She has a pension of 75,000 per year adjusted for inflation. She owns a house which she used to live in and is now rented and generates a rent of 30,000 per month.
