Portfolio Advisory Spreadsheet Model Assessment
- Country :
Australia
Assignment Description:
Create a portfolio advisory spreadsheet model based on the requirements given below. You can make the model more complex by adding more assumptions. Do mention any assumptions that you make.
Model Requirements:
User Inputs:
The model will take the following data input from the user:
- Name
- Age
- Initial Lump sum amount invested
- Monthly Amount Invested (SIP Amount)
- Percentage increase in SIP amount every year
- Investment till
Age Optional Input:
The user can be asked to provide his/her risk profile, or you can automatically decide his/her risk profile based on his age. For example, you can decide the risk profile based on age as given below.
Age Group <35>
Type Aggressive Moderate Risk Averse
Requirements for calculating portfolio:
Based on risk profile, funds will be allocated to different asset classes like: Mutual funds, Equity, Gold, Fixed Inc Securities/ Debt securities.
Percentage of funds allocated to the asset classes for a particular risk profile and return of different assets classes has to be assumed and should be mentioned.
As age increases irrespective of initial selected risk profile the portfolio allocation should become risk averse.
Model Output:
The model should provide an estimate of corpus at maturity (Net Worth) Le, at end of investment period for best, average and worst-case scenario.
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