Financial Planning Case Studies

What does it take to retire comfortably if you start planning in your 40s?

Want to see a plan that can help you get started with your retirement goal, if you are in your 40s?

What does it take to retire comfortably if you start in your mid-30s?

Want to see a plan that can help you get started with your retirement goal, if you are in your 30s?

How to plan for both your children’s college education fund in India? – A case study.

Here we are with another case study. This one’s for Rohan (44) and Shriya (37), who want to send both their children to premier Indian institutions. Let’s take a look at the plan.

Can you give both your children a US college education? Let’s find out what it will take!

We’re back with another case study and this time we’ve planned for Sriram (42) and Sanjana (38), who want to send both their children to colleges in the US. Take a look!

How to plan for your daughter’s college education fund in India? – A case study.

What would it take for Ajay & Preeti to give Simran a premier college education?

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How to plan for a US college education fund for your child- A case study

Can Kabir’s parents afford his graduation from a US University? Let’s find out.