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Case Details |
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Case Code: FINC144
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| Case Length: 09 Pages |
| Period: 2014-2016 |
| Pub Date: 2018 |
| Teaching Note: Available |
| Price:Rs.250 |
| Organization : DPV Investment Research |
Industry : Financial Services
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| Countries : India |
| Themes: Technical Analysis |
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A Portfolio Restructuring Dilemma |
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Excel Supplement Available on Request for Faculty Member's only. Mail to us at casehelpdesk@ibsindia.org |
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INTRODUCTION |
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| Kapil Shah (Kapil), a 35-year-old working professional, was looking for advice from technical analysis experts for his stock portfolio. Kapil wanted to restructure his portfolio by exiting stocks with poor returns and buying new ones with potentially high returns, so that he could generate good returns from his portfolio, which he planned to liquidate wholly or in part to meet his future financial needs. . ..
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PayPal (6 USD)
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