The document outlines investor buying characteristics and financial planning considerations across various aspects like tax, insurance, and retirement. It highlights behaviors of active, potential, and dormant investors, alongside the importance of financial consulting and broking in managing portfolios. Additionally, the document discusses the financial analysis involving various user groups and their interactions with market dynamics.

1. INVESTOR BUYING CHARACTERISTICS & FINANCIAL PLANNING
Active
/
Potential
Dormant
/
Potential
Managed
/
Informed
Neutral
/
Repetitive
Corporate
Personal
Financial
Planning
& Markets
INVESTOR
BUYING
BEHAVIOR
• Tax Aspect
• Insurance
• Retirement
• Estate Aspect
• Reorganization
• Tax & Dividend
Aspects
• Insurance
• Investment
Avenues
• Tax Aspect
• Customer Augmentation
Institutional
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Financial
Consulting
&
Broking
Portfolio
Mix
& Funds
Pooling
Prospecting Presenting Deal making Follow up
• Anchoring
• Optimism
• Conformism
• Conservatism
• Over confidence
• Biased
• Optimism
Financial Analysis
Ratios
& Trends
Users
• Managers & Employees
• Investors & Creditors
• Customers
• Tax & Regulatory
Authorities