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
Showing 81–85 of 85 · filtered from 100Clear filters
- 095A family with Rs 50 crore settles Rs 30 crore into a private trust for three beneficiaries, one with special needs. Set the distribution policy, the investment split between income and growth, and the annual running costs.Trust and estate administration
- 096A divorcing couple splits Rs 16 crore: a house worth Rs 5 crore with a Rs 3 crore gain, equity funds worth Rs 6 crore with a Rs 2 crore gain, and Rs 5 crore of deposits. Show why a 50/50 split by market value is not 50/50 after tax, and fix it.Wealth management
- 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?Indian wealth management
- 098A client is offered a limited partner stake in a private fund at 80% of NAV: NAV Rs 4 crore, Rs 1 crore still uncalled. If NAV grows 12% a year for 4 years and the uncalled amount is drawn in year 1, what is his return?Family offices
- 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%?Indian wealth management
Company names and figures are illustrative.