Smart Investors Limited

Code : INB0014

Year :

Industry : Financial Services

Region : India

Teaching Note: Not Available

Structured Assignment :Not Available

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Abstract: This case study deals with the diversification of unsystematic risk. Mayank, the financial advisor, at Smart Investors Ltd. (SIL), has been asked to represent the firm in a meeting with prospective investors.

He makes an effort to convince investors to avail the firm's services. He informs them about the services provided by the firm.

Mayank also informs the investors about SILs approach: use of diversification and "market timing", to fetch optimal returns for the investors. He emphasizes upon use of securities with low or negative correlation to diversify the risk.

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Pedagogical Objectives:

  • Understand about risk and return
  • Find out risk and return of individual securities and portfolios
  • Distinguish between systematic and unsystematic risk
  • Make them aware about how risk can be reduced with the help of diversification
  • Show the impact of low or negative correlated securities on the risk and return of the portfolio.

    Keywords : Indian Stock Market; Sensex; Financial Advisor; HNI; Market Timing; Risk and return; Portfolio; Risk Averse; Research; Investments; Diversification; Efficient Frontier

    Contents :
    Mayank at Smart Investors Limited

    Case Introduction >>

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