CASE STUDY Mr. Bhushan Kumar is a rich NRI hailing from Dubai. He is presently 52 years of age.

He has worked for more than 25 years of his career in a reputed Company originated from Dubai. He has opted for VRS from the Company and presently settled in his home town Bangalore. He has created enough wealth for himself and his family, achieving almost all Financial goals. His two children are educated from well known Foreign Universities and are in the beginning of their career. His wife is a home maker. The family is living in a self-owned Bunglow in a posh locality. Retirement corpus for Mr. Bhushan and his wife is already is in place. Mr. Bhushan has an accumulated Corpus of Rs. 10 Crores separate from his corpus to be used for his regular life and future life. He is looking for a good Wealth Management Company which could maximize yield for his Investment Corpus. He is not interested in micro level where abouts of his investments, but he is open for investing into any asset classes.

Mr. Bhushan Kumars 1. Goal Maximization of Returns 2. Expectations from Fund Manager Systematic and Well Planned Approach of Investment Management.

You are the fund manager and you are required to prepare a fund investment plan by using the capital and resources available