IAPM Case Study Tips


0

IAPM CASE STUDY TIPS –
You will be given a specific amount n u will be asked in invest it in different investment alternatives by constructing a portfolio. 
HOW TO SOLVE???
1. Identify the characteristics of investor such as middle class hai, upper middle class hai ki lower middle class hai…… Then how much money he has for investment…. Then check if any other specification given in case…
2. Determine objectives of investor on the basis of characteristics
For example – i middle class investor would look for liquidity, tax benefit, protection to family, provision for old age etc.
3. Invest the money in various INVESTMENT ALTERNATIVES
a. If investor is willing to take more risk, then invest in equity, mf, gold, etc.
B. If investor is willing to take moderate risk, then invest in fd, mf, ppfetc
C. If investor is not willing to take any risk, invest in fd, ppf, bonds, n a small amt in mf to ensure growth.

How much to invest in each alternative???
There is no fixed proportion for that. It is logical. Only max limit for ppf is 70,000.  After reading this, REFER IAPM THEORY NOTES – Case study with solution.

 

Source: Whatsapp group of TYBMS


Like it? Share with your friends!

0
BMS Team

We, at BMS.co.in, believe in sharing knowledge and giving quality information to our BMS students. We are here to provide and update you with every details required by you BMSites! If you want to join us, please mail to [email protected].

12 Comments


Warning: Undefined array key "html5" in /home/bmsnewco/public_html/wp-content/plugins/facebook-comments-plugin/class-frontend.php on line 140

Facebook comments:

This Website Is For Sale. Email us an offer we cannot refuse on [email protected] :)

X
Choose A Format
Personality quiz
Series of questions that intends to reveal something about the personality
Trivia quiz
Series of questions with right and wrong answers that intends to check knowledge
Poll
Voting to make decisions or determine opinions
Story
Formatted Text with Embeds and Visuals
List
The Classic Internet Listicles
Countdown
The Classic Internet Countdowns
Open List
Submit your own item and vote up for the best submission
Ranked List
Upvote or downvote to decide the best list item
Meme
Upload your own images to make custom memes
Video
Youtube and Vimeo Embeds
Audio
Soundcloud or Mixcloud Embeds
Image
Photo or GIF
Gif
GIF format