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 1–4 of 4 · filtered from 100Clear filters
  1. 005A client in a high tax slab gifts Rs 50 lakh to his retired parents in a low slab, who invest it in debt. What does the family save in tax each year, and why would the same gift to his wife or minor child not work?Tax-aware portfolio movesCoreIndian wealth management
  2. 031A client has booked Rs 18 lakh of gains this year and holds three positions sitting on losses of Rs 4, 7 and 11 lakh. Which losses do you harvest, what tax does it save, and what replaces the positions you sell?Tax-aware portfolio movesCoreWealth management
  3. 045A client sells a property with a Rs 3 crore long-term gain. Compare buying another house, buying specified exemption bonds with a lock-in, and paying the tax and investing freely, on after-tax wealth over five years.Tax-aware portfolio movesCoreIndian wealth management
  4. 081A client holds Rs 1.5 crore in regular mutual fund plans with a Rs 50 lakh embedded gain. Moving to direct plans saves 0.8% a year but triggers capital gains tax at an illustrative 12.5%. How many years does it take to break even?Tax-aware portfolio movesCoreMutual fund distributionIndian wealth management

Company names and figures are illustrative.