You are a Financial Planner. Your client Ashwin Aswani aged 37 years, married with 1 child requires
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Question:
You are a Financial Planner. Your client Ashwin Aswani aged 37 years, married with 1 child requires your help to make few financial decisions. (You can make any assumptions to further build up your case.)
a. Ashwin wants to buy a Pure Risk Life Insurance cover. He is confused whether he should buy a ULIP or a Term Plan. Recommend the product best suited for him giving valid reasons.
b. Ashwin wants to purchase a holiday home by liquidating his retirement savings and taking a home loan for the next 10 to 15 years.Ashwin wants your opinion whether this is an appropriate strategy for a Retirement Plan.
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