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  • Task 5

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    Sourabh Kumar
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    Rahul Singh, a 35-year-old client from Pune, has provided 25 lakhs for investment with an expected return of 14-16% annually over 7 years and a moderate risk appetite. The intern is tasked with creating a 4-5 page PDF report using mind maps or tree diagrams to diversify Mr. Singh's portfolio by choosing suitable asset classes based on his risk tolerance, return expectations, investment amount, and time horizon.

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    Task_5

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    Rahul Singh, a 35-year-old client from Pune, has provided 25 lakhs for investment with an expected return of 14-16% annually over 7 years and a moderate risk appetite. The intern is tasked with creating a 4-5 page PDF report using mind maps or tree diagrams to diversify Mr. Singh's portfolio by choosing suitable asset classes based on his risk tolerance, return expectations, investment amount, and time horizon.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    5 views1 page

    Task 5

    Uploaded by

    Sourabh Kumar
    Rahul Singh, a 35-year-old client from Pune, has provided 25 lakhs for investment with an expected return of 14-16% annually over 7 years and a moderate risk appetite. The intern is tasked with creating a 4-5 page PDF report using mind maps or tree diagrams to diversify Mr. Singh's portfolio by choosing suitable asset classes based on his risk tolerance, return expectations, investment amount, and time horizon.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    of 1

    Hi Intern

    Greetings for the day!!

    Here you go with the Task-5 (Portfolio Management of a client)

    Given below are the details of a client “Rahul Singh” from Pune (Maharashtra).

     Age-35 Years
     Investment Amount- 25 Lakhs
     Expected Returns- 14-16 % per annum (CAGR)
     Risk Appetite- Moderate
     Investment tenure- 7 Years

    Based on the above information diversify the portfolio of the above given client by choosing the best
    suitable asset class.

    Prepare a PDF file of maximum 4-5 pages using mind maps/tree diagrams for making a report.

    NOTE: For reference regarding the asset classes kindly go through your task-4

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