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Investor Profile Name: Mohamed Ali Age: 38 Job: Auditor Martial status: Married with 2 children Monthly income: BD 1,500 Sources of income: one Liquidity needs:

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Investor Profile Name: Mohamed Ali Age: 38 Job: Auditor Martial status: Married with 2 children Monthly income: BD 1,500 Sources of income: one Liquidity needs: None Preconditions: None Investment purpose: For his children's college tuition fees Investment Horizon: 8 to 10 years What is the life cycle phase of this investor? Consolidation phase Accumulation phase Spending phase Gifting phase

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