Case Study: Financial Planning for Retirees(31-Jul-2010)

At PersonalFN, we recently faced a very interesting case of an individual who was 65 years of age, and had already retired and wanted to plan for c...

Case study: Financial planning for single women(05-Mar-2009)

This case study deals with the financial difficulties faced by a woman post-separation from the spouse and guides her to make right decisions that ...
Financial Planning : Case Studies

Case Study: The importance of starting early(15-Sep-2008)

We present a case study that highlights the perils of procrastination and the importance of investing regularly and having access to quality advice
Financial Planning : Case Studies

Case Study: An investor in panic mode(29-Jul-2008)

Our team of financial planners recently interacted with a panic-stricken investor who was a victim of half-baked information and poorly-executed in...
Financial Planning : Case Studies