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Introduction

This was a group project done in a team of 5 members. The project was about researching aspects of behavioural finance and portfolio management, coming up with a strategy to manage personal finance.

Our team interviewed a number of professionals from different age groups and occupations, researched investment strategies by Zerodha Varsity, Investopedia, etc, watched personal finance videos on YouTube and finally came up with a workflow to:

  • Assess the risk appetite, ambition and life circumstances of an individual

  • Use these parameters to recommend investment decisions into suitable instruments