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Personal Finance

This document is a project report on personal finance submitted by Alpesh Rathod to the University of Mumbai. The report includes an introduction to personal finance planning, outlining key areas and principles such as budgeting, saving, investing and protecting assets. It then examines various components of personal finance including mutual funds, credit/debit cards, loans, mortgages, retirement planning, taxes, insurance, and other investments. The report provides information on these topics in order to help individuals develop a comprehensive personal finance plan.

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alpesh
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191 views

Personal Finance

This document is a project report on personal finance submitted by Alpesh Rathod to the University of Mumbai. The report includes an introduction to personal finance planning, outlining key areas and principles such as budgeting, saving, investing and protecting assets. It then examines various components of personal finance including mutual funds, credit/debit cards, loans, mortgages, retirement planning, taxes, insurance, and other investments. The report provides information on these topics in order to help individuals develop a comprehensive personal finance plan.

Uploaded by

alpesh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 7

PROJECT REPORT ON

PERSONAL FINANCE

UNIVERSITY OF MUMBAI

BACHELOR OF COMMERCE
(BANKING AND INSURANCE)
SEMESTER V
2014-15

SUBMITTED BY
ALPESH RATHOD

PROJECT GUIDE
PROF. POOJA TALREJA

K.P.B.HINDUJA COLLEGE OF COMMERCE


315, New Charni Road, Mumbai- 400004
B.Com (BANKING & INSURANCE)

SEMESTER V

PERSONAL FINANCE

SUBMITTED BY
ALPESH RATHOD
ROLL NO: 30

DECLARATION

I ALPESH RATHOD the student of B.Com- Banking


and Insurance, Semester V (2014-15), hereby
declare that I have completed the project on
PERSONAL FINANCE.

The information submitted is true and original


copy to the best of our knowledge.

ALPESH RATHOD

(Signature)

ACKNOWLEDGEMENT

The project on PERSONAL FINANCE is a


result of co-operation, hard work and good wishes
of many people. I student of K.P.B.HINDUJA
COLLEGE OF COMMERCE would like to thank The
Principal and the Vice Principal of our college.
My deepest thanks to Prof. POOOJA TALREJA,
for her involvement in my project work and timely
assessment that provided me
inspiration and
valued guidance throughtout my study.
I own my debt to Prof. POOJA TALREJA Course
coordinator for her friendly guidance & constant
encouragement.
I also take this opportunity to express my sincere
gratitude to the library staff, which provided me
with right information and right material at the
right time.
I express my deep gratitude to all my college
friends and my family members whose efforts and
creativity has helped me in giving me the final
structure to the project work.

CERTIFICATE

This is to certify that Master. ALPESH RATHOD of


(B.Com)
Bachelor in Banking and Insurance Vth (20142015) has successfully completed the Project on
PERSONAL FINANCE under the Guidance of
Prof. POOJA TALREJA

Project Guide
____________________

Course Coordinator
____________________

Internal Examiner
____________________

External Examiner
____________________

Principal
____________________

SR.N
O.

PARTICULARS

PAGE
NO.

1.

I.
INTRODUCTION
II.
OBJECTIVE OF THE STUDY
AN OVERVIEW OF PLANNING PERSONAL
FINANCE
I.
STEPS IN PLANNING PERSONAL
FINANCE
II.
6 KEYS AREAS OF PERSONAL
FINANCE PLANNING
III.
4 BASIC PERSONAL FINANCE
PRINCIPLES
COMPONENTS OF PERSONAL FINANCE

7
8

2.

3.

I.
II.
III.
IV.
V.
VI.
VII.

MUTUAL FUNDS
CREDIT CARDS
DEBIT CARDS
LOANS
MORTGAGE
RETIREMENT PLANNING
TAX PLANNING

9
10-11
12-13

14
15-23
24-29
30-36
37-39
39-40
41-42

VIII. INSURANCE
IX. OTHER INVESTMENT OPTIONS

4.
5.

CONCLUSION
BIBILOGRAPHY

43-45
45-46
47-52
53
55

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