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 1–6 of 6 · filtered from 100Clear filters
- 004A 55-year-old follows a glide path from 70% to 40% equity by 62. Set the yearly steps, then show what a 25% equity fall in year two does to the path and what you do about it.Wealth management
- 030Compare annual calendar rebalancing with 5-point threshold bands for a 60/40 portfolio over five given years of equity returns. Which rule trades more, which ends higher, and what does that tell you?Wealth management
- 044A family with Rs 60 crore has a 15% cap on illiquid assets. Private fund values rise 20% while listed equity falls 25%, pushing the illiquid share to about 22%. What must happen, and what must not?Family offices
- 056A Rs 10 crore portfolio with a 50/40/10 target in equity, debt and gold has drifted to 62/31/7 after a rally, and Rs 80 lakh of new money arrives. Rebalance it with the fewest sales.Private banking
- 068A household holds its equity mostly in the father's name at an illustrative 30% slab and its debt mostly in the family HUF at a lower slab, with the target set for the household. Rebalance Rs 6 crore from 70/30 to 60/40 at the lowest tax cost.Indian wealth management
- 080A client's Rs 2 crore portfolio has a 70/30 equity to debt target and has drifted to 78/22. What exactly must be sold and bought to get back, and are there cheaper ways to do it?Mutual fund distributionIndian wealth management
Company names and figures are illustrative.