Investing in a Retirement Plan

Case Solution

Jayasree Mangalagiri, SriRanga Prasad
Ivey Publishing ()

A middle-aged investor living in India is looking for a retirement plan as he wants to retire in 10 to 12 years and start his own advisory business. Your financial advisor suggests four investment plans, each a combination of stocks and bonds with different elements of risk. An investment with more capital also has more risk but higher returns. You need to analyze inflation, equity markets, bond trends, interest rates, portfolio returns, and likely pensions. Annual contributions and the formation of corpus funds upon maturity must also be taken into account. The investor wants to make sure that his retirement plan generates the annuities he needs for his retirement, but he is not yet sure which plan to choose.

We don‘t have the case solution, but we pay up to $50 for yours!

  • Set a reminder to receive an email after your university‘s case study deadline.
  • Upload your case study solution. We will review it for quality.
  • Get your money via PayPal or to your bank account.