Mutual Fund Mastery case studies, worked step by step

Cases
100
Traced to a firm
31
Topics
14
Hard
32
Topic
All topicsEquity research and stock pitches15Fund selection and due diligence9Debt fund credit decisions8Client portfolios and goal planning9Index funds, ETFs and passive6AMC and distribution economics6Performance review and attribution6Duration and rates positioning6Liquidity, redemptions and stress7Scheme design and product strategy7Compliance, risk limits and conduct6Valuing listed securities: IPOs, DCF and REITs5NAV operations and operational risk5Retirement, withdrawals and life events5
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
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  1. 016A 58-year-old client has just lost her husband. She receives Rs 1.4 crore of insurance, holds Rs 60 lakh in funds and needs Rs 70,000 a month. How do you approach the first meeting, and what do you do with the money in the first six months?Retirement, withdrawals and life eventsCoreVanguardScottsdale · 2025

Company names and figures are illustrative.