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 of financial planning. The financial plans prepared...

This paper attempts a firm-level study of financialization in the Indian context. In the last few decades, many studies have shown that financialization or the increased dominance of the financial sector tends to have a profound and mostly negative impact of real sector growth and accumulation....