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 41–43 of 43 · filtered from 100Clear filters
  1. 093A client scored high on risk tolerance but sold all his equity in a crash, and now wants back in with Rs 3 crore. Use his actual behaviour to set a revealed-tolerance allocation and a re-entry plan.Risk profiling and IPSCoreWealth management
  2. 097A tax-free bond with a 7.3% coupon and 8 years left trades at 108. What is its yield to maturity, and what taxable yield is it worth to a client at an illustrative 30% slab?Fixed income and cash managementCoreIndian wealth management
  3. 100A client needs Rs 60 lakh for an MBA abroad. Should she take an education loan at 10.5%, with the interest deduction treated as a framework to confirm, or redeem from a portfolio expected to earn 11%?Lending and leverageCoreIndian wealth management

Company names and figures are illustrative.