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 1–3 of 3 · filtered from 100Clear filters
  1. 064A client has an Rs 80 lakh home loan at 8.75% with 15 years left and a Rs 30 lakh bonus. Should he prepay or invest? Compare the certain saving with the uncertain return.Lending and leverageCoreIndian wealth management
  2. 088A client needs a Rs 2 crore bridge for 9 months and holds Rs 4 crore of equity at 50% loan-to-value and Rs 2 crore of debt funds at 80%. Is a loan against securities enough, and what fall in equity triggers a margin call?Lending and leverageCorePrivate banking
  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.