You are a Chief Executive of a Multinational Investment and Portfolio Management Consultancy firm, and you are in-charge of Marketing and Clients Support Dept. A prospective Investor with net Surplus of 10 lacs, visits your office for seeking your advice and engaging your services for investing the surplus.
You are required to suggest to the Client various Investment avenues/investment plans assuming that:
(a) The Client is a senior citizen, retired from a Private Sector Employment.
(b) The Client is a middle aged House Wife, also working on part time basis for NGO.
Please suggest your plans separately for both of these types of investor.
(MU, BMS, Oct. 2011)
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