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Stock Valuation You are hired as a financial advisor for Ms. Latifas family. Latifas want to design her financial plans for short-, medium-, and long-term

Stock Valuation

You are hired as a financial advisor for Ms. Latifas family. Latifas want to design her financial plans for short-, medium-, and long-term period. She has a number of financial objectives, includes:

  • Fulfilling her personal and parents needs

  • Buying a new laptop

  • Continue her masters degree at USA

  • Annual vacation to Maldives

  • Perform umrah to Mecca

  • Upgrade her new I-Phone

  • Getting marriage

  • Buying a new apartment

  • Savings for emergency funds

To fulfil her financial objectives, you need to recommend her with various financial instruments that you learned during the class (i.e. savings account, deposit account, insurance, money market fund, corporate stocks, fixed income instrument, certificate of deposits or CD, pawnshop, etc) and justify the reasons of why you choose that products across different time periods.

Period

Target/Goal

(2 marks)

Investment Products

(2 marks)

Reasons

(6 marks)

1 year

1-3 years

  1. years

Above 5 years

Hints: please mention at least THREE reasons of why you recommend the particular financial products for Ms. Latifa. Kindly specify the aforementioned financial goals in a table below. One period could comprise of more than one financial goals (i.e 1 year period, goals: buy a new laptop, upgrade phone, etc). You may copy and paste and extends the table (if needed).

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