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 1–8 of 8 · filtered from 100Clear filters
  1. 002A family needs Rs 50 lakh for a daughter's wedding in eight years and already holds gold jewellery and a fixed deposit. How much must they invest each month, and should the jewellery count towards the goal?Goal and retirement planningCoreIndian wealth management
  2. 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
  3. 028A 32-year-old earning Rs 12 lakh a year has Rs 3 lakh in savings, no life cover and a dependent mother. What are her first four priorities, in order?Goal and retirement planningWarm upIndian wealth management
  4. 042A sole earner on Rs 45 lakh a year has a Rs 70 lakh home loan, Rs 1.2 crore of children's goals and Rs 60 lakh of existing cover. Using the needs method, how much more life cover does the family need?Goal and retirement planningCoreIndian wealth management
  5. 054A family wants to fund a degree abroad that costs Rs 40 lakh today for a child now 5, needed in 13 years, with education costs rising 8% a year. They hold Rs 15 lakh and expect 10% a year. What monthly SIP closes the gap?Goal and retirement planningCoreIndian wealth management
  6. 067A client of 50 supports her parents aged 78 and 75. Should she build a Rs 30 lakh medical corpus or buy a top-up health policy at Rs 45,000 a year, and how do the two combine?Goal and retirement planningCoreIndian wealth management
  7. 078A 33-year-old has a Rs 1.5 lakh monthly surplus, needs a Rs 60 lakh home down payment in 4 years and wants to retire at 60. How do you split the surplus, and how do you invest each part?Goal and retirement planningCoreIndian wealth management
  8. 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.