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 1–7 of 7 · filtered from 100Clear filters
  1. 009A client holds Rs 12 crore of cash he will need in three tranches over the next year. Build a ladder from liquid funds, arbitrage funds and treasury bills, and compare post-tax yields.Fixed income and cash managementCoreIndian wealth management
  2. 020A client with a Rs 5 crore debt sleeve expects rates to fall 1 point. Compare a 1-year duration fund with an 8-year duration gilt fund if rates fall 1 point, and if they instead rise 0.5 point.Fixed income and cash managementHardWealth management
  3. 035A client is offered an 11% NCD from an A-rated housing finance company against 8% on AAA paper. With a 3% yearly default chance and 50% loss if it defaults, what is the expected return, and is the extra yield enough?Fixed income and cash managementCorePrivate banking
  4. 049A client bought Rs 1 crore of a bank's perpetual bond at 102, sold to him as a safe 9%. Work out the yield if it is called at par in three years, what happens if it is not called, and the write-down risk it carries.Fixed income and cash managementHardPrivate banking
  5. 061A client must park Rs 3 crore for 3 years. Compare a fixed 7.4% with a floating rate of the policy rate plus 1.5%, if the policy rate goes 6.5%, 6.0% and 5.75% over the three years.Fixed income and cash managementCoreIndian wealth management
  6. 085A 68-year-old wants Rs 90,000 a month from Rs 1.5 crore split across bank deposits, a government savings scheme and a debt fund. Build the income plan and check whether it reaches the target.Fixed income and cash managementWarm upIndian wealth management
  7. 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?Fixed income and cash managementCoreIndian wealth management

Company names and figures are illustrative.