Private Wealth Management case studies, worked step by step

Cases
100
Traced to a firm
15
Topics
14
Hard
30
Topic
All topicsLump-sum allocation9Goal and retirement planning8Risk profiling and IPS6Rebalancing and drift6Tax-aware portfolio moves7Concentrated positions and liquidity events7Estate, succession and trusts8Client situations and behaviour8Fixed income and cash management7Alternatives and private markets7Products and fund selection8Lending and leverage6Market view and security pitch6Bank economics, fees and risk7
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–2 of 2 · filtered from 100Clear filters
  1. 034A client wants to lend Rs 50 lakh to a friend's business at 18%. If there is a 20% chance of default with 30% recovery, what is his expected return, and how do you have the conversation?Client situations and behaviourWarm upWealth management
  2. 060A client paused his Rs 25,000 monthly SIP for 12 months during a 20% fall and restarted after the recovery. How many units did he miss buying cheaply, and what did the pause cost him at recovery?Client situations and behaviourWarm upMutual fund distributionIndian wealth management

Company names and figures are illustrative.