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
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- 069A household holds Rs 4 crore across the father's account at an illustrative 30% slab and the mother's at an illustrative 5%: Rs 1.5 crore of debt and Rs 2.5 crore of equity in all. Place each asset to cut the tax bill, stating the clubbing rules as a framework to confirm.Indian wealth management
- 094A client returns to India holding a USD 600,000 portfolio, about Rs 5 crore, with large gains, and may qualify for a transitional residential status for a period. How do you sequence realisations? State the framework and tell the client to confirm current rules.Private banking
Company names and figures are illustrative.