Case Solution & Analysis for Investing in a Retirement Plan by Jayasree Mangalagiri, N.V. SriRanga Prasad.
Complete Case details are given below :
Case Name : Investing in a Retirement Plan
Authors : Jayasree Mangalagiri, N.V. SriRanga Prasad
Source : Ivey Publishing
Case ID : 9B15N021 / W15501
Discipline : Finance
Case Length : 11 pages
Plagiarism : NO (100% Original work)
Description for case is given below :
A middle-aged investor, living in India, is looking for a pension plan as he wants to retire within 10 to 12 years and start his own consultancy. His financial advisor suggests four investment plans, each a mix of equities and bonds with different risk elements. An investment that has more equity also has more risk but higher returns. Inflation, equity markets, bond trends, interest rates, portfolio returns and likely annuities all have to be analyzed. Annual contributions and the accumulation of corpus fund at the time of maturity also have to be considered. The investor wants to ensure that his pension plan will generate the annuities required to support his retirement but is still unsure which plan to choose.
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