Assume you at standing on January 1, 2019 and you have Rs. 10 Million.

You have to make an investment for three years i.e. till Dec 31, 2021.

You can invest funds, retrieve them based on market conditions, re-allocate them as you deem appropriate based on your best risk/return analysis.

Key pointers to consider when making the portfolio

The report must include an economic analysis currently and expected outlook for the future

What sort of investor are you? Risk averse or Risk taker? Why?

Asset classes where you would invest initially and then keep changing (if you do)

What are the key reasons for investing in that asset class (show past performance, future expectations)

Already, 1.5 year has passed so you have the market information. How would you have changed your investments in this 1.5 years

If you invest in Equity market

o Which sectors would you choose (show past performance of the sectors, market information, future expectations)

o If you select specific companies, which companies would you select specifically. You can highlight their ratios/financial statement in comparison to market.

What are the risks in your portfolio

Standing at Dec 31, 2020, what are your future outlooks on the overall markets and what could be your triggers to reallocate your portfolio in the coming year.

Identify which FIs would be involved in your investments.

Financial Institutions Assume you at standing on January 1, 2019 and you have Rs. 10 Million You have to make an investment for three years i.e. till Dec 31, 2021. You can invest funds, retrieve them based on market conditions, re-allocate them as you deem appropriate based on your best risk/retum analysis. Key pointers to consider when making the portfolio The report must include an economic analysis currently and expected outlook for the future What sort of investor are you? Risk averse or Risk taker? Why? Asset classes where you would invest initially and then keep changing (if you do) What are the key reasons for investing in that asset class (show past performance, future expectations) Already, 1.5 year has passed so you have the market information. How would you have changed your investments in this 1.5 years If you invest in Equity market Which sectors would you choose (show past performance of the sectors, market information, future expectations) If you select specific companies, which companies would you select specifically. You can highlight their ratios/financial statement in comparison to market. What are the risks in your portfolio Standing at Dec 31, 2020, what are your future outlooks on the overall markets and what could be your triggers to reallocate your portfolio in the coming year. Identify which Fis would be involved in your investments