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Case study

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Business Standard New Delhi
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Family profile
Mukesh works as area manager with an electronics manufacturing firm in Mumbai, while his wife is an IT engineer. They live in their 2-BHK house, which they purchased five years ago. Mukesh knows the importance of savings and this helped him accumulate the required down payment for his self-occupied flat. Of late, the family's expenses have shot up, due to lack of focus on financial goals. He wants to make a plan which can help him clear his home loan and fund his son's educational needs, along with his own retirement.

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First Published: Apr 21 2014 | 12:06 AM IST

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