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Journal of Emerging Technologies and Business Management

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Abstract

The case deals highlights key aspects of financial planning considered by Senior Managers at Wealth Management Divisions. It underlines issues which rise when preparing the financial plan for Mid-net-worth-individuals and focuses on the basics offinancial planning. The financial plans prepared by two diflerent relationship managers for a client raises vital issues on debt managementfor clients, assumptions of rates of return and the choice between debt and equity given the risk profile. The case is based on best practices in financial planning divisions oflndian banks.

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