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. 016A 60-year-old with Rs 5 crore spends Rs 20 lakh a year, rising with 6% inflation. Build a three-bucket plan, size each bucket, set the refill rule, and show it surviving a bad start.Goal and retirement planningHardPrivate banking
  2. 092A couple, both 45, want to retire now on Rs 1.5 lakh a month from a Rs 4 crore corpus. Test a 45-year horizon at a 4.5% initial withdrawal rate, then stress it with a 30% market fall in year one.Goal and retirement planningHardWealth management

Company names and figures are illustrative.