Financial Planning for an Investor with Kotak Mahindra Bank MBA Project

This is a good MBA finance project report on financial planning for an investor with Kotak Mahindra Bank and was submitted in partial fulfillment of the requirement for award of Master of Business Administration. The term Financial Planning Services aims at identifying a person‟s financial goals, evaluating existing resource and designing the financial strategies that help the person to achieve those goals and enables him to earn maximum returns at minimum level of risk. You can also Subscribe to FINAL YEAR PROJECT'S by Email for more such projects and seminar.

Objective of this project report are to take an overview of the client's in short and long term goals, to have the client‟s current financial strengths and weaknesses and implications of financial plan, to study the client‟s financial objectives anchored to current resources, to give a detailed summation of all recommendations, to suggest appropriate financial plan for mutually selected recommendations. Use it for your reference and study work.

Author:-Roomlata Bhagel

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