Question: a) What is the Life cycle stage and Wealth Cycle stage of Vivek Barve? b) Prioritize and classify his goals c) Suggest a detailed financial

a) What is the Life cycle stage and Wealth

Cycle stage of Vivek Barve?

b) Prioritize and classify his goals

c) Suggest a detailed financial plan to meet future goals (incl. reallocation of existing portfolio), give reasons for your asset allocation

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Answer a Vivek Barve is in the accumulation phase of his life cycle He has yet to hit his 40s which means he is accumulating assets for the future b V... View full answer

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