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Krishna’s Investment Plan

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India’s burgeoning middle class are increasingly interested in investment opportunities and Krishna Chaitanya, a young MBA graduate was keen to create a financial plan that met his aims in life. When faced with the challenges of an investment strategy, asset allocation implementation, mutual fund selection and rebalancing a portfolio, would his plan achieve his goals when faced with the challenges of investment and personal objectives?

He wondered if he could solve this problem by applying his knowledge, using concepts he learned while studying for his MBA.

Learning Objective:

The case helps students to understand the creation of an optimal investment portfolio and also introduces the analysis required for the selection of mutual funds.

Year of Publication: 2019
Ref. No.: 19/636C
Discipline: Finance & Investments
Industry: Banks & Diversified Financials
Country: India
Languages: English
Pages of Text: 4