Investment Planning Activity
Overview
This particular activity will help the students to think creatively and apply the investment planning skills by considering the real market data. Through this activity, students explore various investment vehicles, understand various pros and cons of the investment vehicles.
Investment Activity
Activity: Learners have to identify various investment vehicles which are available in the Indian Financial System and prepare the list of investment vehicles suitable for the investors who are in the age group of (1) 25Years - 35 Years (2) 36Years - 45Years (3) 46 Years - 56 Years. Allocate Rs. 10000 based on the investment goals of the individual investor.
Instructions to Students:
1. Students should have knowledge about investment, objectives, goals, and constraints.
2. Students have to prepare a minimum 9 scenarios based on the different age groups.
3. The given amount can be divisible in various investment vehicles.
4. In the comment section students has to write the justification of whether the investment goal acheived/acheivable/.
5. Students should consider short term objectives less than a Year.
6. Use the attached excel sheet to do the activity.
7. Submit or email the excel sheet to the instructors official email id gpm@bimsadoni.ac.in