case studies

case studiesget advice

Realistic case studies illustrate how other people may have dealt with the sorts of issues you might be facing.

Vikram wanted to make sure his daughter could afford to go to university.


Vikram's in his thirties and married with one daughter, eleven-year-old Ahana.

Vikram and his wife want to be sure that Ahana has the option to go to university, if that's what she wants to do. But they're very aware of the costs involved: tuition fees, living expenses…

They decide that they'd like to start saving so that they'll be able to give Ahana support through college.

They need a savings plan so they make an appointment with their financial planning adviser.

Vikram Vikram
 
 
Jaya

Jaya had come into some money and wanted to make the most of her windfall.

Meet Jaya


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