wmvistas2018

[wmvistas2018]

Investment Portfolio

Ratan Naval Tata is an Indian industrialist, investor, philanthropist, and former chairman of Tata Sons. He was the former chairman of Tata Group, Mumbai, Maharashtra based global business conglomerate from 1991 till 2012 and again from 24 October 2016 for an interim term, and continues to head its charitable trusts. He is the recipient of two of the highest civilian awards of India–Padma Vibhushan (2008) and Padma Bhushan (2000). At an age of 80, his net worth stands at USD $1 Billion. Being the financial advisor to Mr Ratan Tata, your task is to prepare a detailed investment portfolio for your client, keeping his risk profile in mind, in order to maximize his wealth after understanding his current investment holdings and portfolio.

Investment Avenues may include the following:-

Equities

Debt

Forex

Fixed Deposit/ Savings Account

Mutual Fund

Derivatives

Commodities

Other avenues which you feel suitable

Have proper reasoning for each of your investment avenues and securities.

Prepare a report(PDF) and a PPT of not more than 14 slides.

Submission details:

Soft copy submission by 2 pm on 11th July to wmvistas18@gmail.com.

Hard copy submission by 4 pm on 11th July, 2018.

[wmvistas2018]

Room Allocations!

The participants have to report to Room 501, Block 2 by 4:10 pm today.

[wmvistas2018]

A Smarter Moldova- Stage Round!

“All people desire to make it to the stage but only a few who battle the odds, Deserve it!”

Smart cities have become a key notion of many urban decision-makers and their respective development agendas. This concept is relatively new, in ongoing development and covers a variety of topics, thus it lacks an agreed definition.

Smart cities can improve the efficiency of city services by eliminating redundancies, finding ways to save money and streamlining workers’ responsibilities. The results can provide higher-quality services at lower cost.

Moldova is an Eastern European landlocked nation that is bordered by Ukraine and Romania. The country suffered a major economic setback after the breakup of the USSR. The major objective of the Moldavian government has been to stabilize the economy and recover the financial status of the country.

Being the executive management of a contracting company, your task at hand is to prepare a tender proposal for the Government of Republic of Moldova to implement the smart city concept in the capital of Moldova, Chișinău.

Your task should include but should not be restricted to:

• Proper segmentation of your plan 

• Details of facilities and services which will be implemented under the smart city plan (don’t keep yourself restricted to the general concept of smart city. Be as creative as you can)

• Phase- wise plan of the proposed project

• Since it is a tender proposal to the government, it should include, detailed financials for the same

• Sources of revenue (if any) along with the financials for the same.

• Cost- benefit analysis of the project

• Describe in what means and ways this project that you are undertaking is going to effect the economy of the country

Prepare a report (PDF) and a PPT of not more than 12 slides.

Submission Details:

Submissions on 12th July, 7:00 am sharp

Prepare 3 spiral bind copies of your report

P.S.- Only the Top 5 participants who go on stage will be able to present this round. If you think you can make it, Just Do It!

[wmvistas2018]

Crypt-Your-Currency!

A cryptocurrency is a digital currency that is created and managed through the use of advanced encryption techniques known as cryptography. Cryptocurrency made the leap from being an academic concept to reality with the creation of bitcoin in 2009. Bitcoin was the first decentralised cryptocurrency. Since then, numerous other cryptocurrencies have been created. These are frequently called altcoins. As of 2017, over a thousand cryptocurrency specifications exist; most are similar to and derived from the first fully implemented decentralised cryptocurrency, Bitcoin. The most prominent cryptocurrencies include Bitcoin, Ether, Litecoin, Monero, and Ripple.

An Initial coin offering, usually abbreviated as ICOs are the cryptocurrency equivalent of Initial Public Offerings (IPOs). An ICO solves the basic problem of initial coin distribution. In an ICO, a company uses blockchain technology to issue cryptocurrency and offer it for sale to investors in exchange for legal tender or other cryptocurrencies such as Bitcoin. 2017 has been a record year for successful ICOs. For example, The Bancor Foundation raised $153 million in three hours. There are a number of reasons companies are turning to ICOs over traditional options. The growing preference towards an ICO can be attributed to: It opens up a global market of potential investors; it involves lower costs to address a large market; it offers increased liquidity.

The block chain community demands a White Paper for every new project. A white paper is akin to an investment prospectus. It is an explanation of the purpose of the cryptocurrency, the problem that the coin is intended to solve. A whitepaper is put out on the website to attract buyers to the Initial Coin Offering (ICO), which is typically used to raise the operating capital for the project.

Participants have to create a white-paper to provide a new solution for an existing financial problem. The white-paper must include facts rather than opinions.

 The white-paper must include:

• Name and code of token 

• Problem being addressed 

• About the crypto token 

• Features of the token 

• Historic cost breakup and projected cost breakup 

• Revenue Model 

• Token Price (per token) 

• Payment Procedure

• Total Supply and Token Distribution 

• Minimum and Maximum Token Purchase 

• Token Sale timeline 

• Risks of the crypto token’s ICO 

• All other relevant information & financials

Prepare a report (PDF) of not less than 10 pages and a PPT of not more than 12 slides.

Submission Details:

Soft copy Submission by 2 pm on 10th July, 2018 to wmvistas18@gmail.com

Hard copy Submission by 4 pm on 10th July, 2018

[wmvistas2018]

Room Allocations (09/07)

The participants have to report to Room 501, Block 2 by 4:10 pm today.

[wmvistas2018]

Further hints:

Kindly check the further hints which may be important for your rounds.

3.

4.

P.S.- “Hints may be deceptive”

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Hint:

These are the hints for tomorrow’s on spot(s). Find some time to read about this and try to know as much as possible about the same:

1.

2. 

P.S.- Keep checking the blog.

[wmvistas2018]

Attention!

No tasks for this weekend. Please go ahead and relax, have fun, do whatever it is you planned to do.

Just make sure you give feedback to the teachers as to whether it negatively or positively impacted your festing experience

Regards

Team Wealth Management.

[wmvistas2018]

Attention Peeps!!!

Go ahead, blemish in the glory of being in the Top 10 but just know that schooltime is over.

This is your threshold, do it now or just keep thinking in the future about the "what if".

No tasks tonight! Grab your sleep and check the blog tomorrow morning for further updates.

P.S.- Time to bring in your 'A' game

[wmvistas2018]

Eliminations! Top 10

Congratulations to all the participants. To all those who didn't make it, keep your spirits high. You have done your level best to come up to this stage.

CORP01

CORP04

CORP21

CORP27

CORP31

CORP33

CORP42

CORP47

CORP49

CORP51

[wmvistas2018]

Room Allocations- 4th block

All the wealth management participants have to report to Room 4601, 4th block, 6th floor by 4:10 pm today. (6th July)

[wmvistas2018]

Stretch Out!

“The practice of Yoga brings us face to face with the extraordinary complexity of our own being.”

Following the massive success of franchise-based leagues in cricket, football, kabaddi, badminton and other sports, India is all set to welcome its newest sporting league brainchild, “Yoga Premier League”.

Yoga has always been embraced for its potential health benefits but a league involving yoga seems absurd. The contestants will be performing ‘asanas’ choreographed to the tunes of songs, the perfect mix of Yoga and Bollywood.

Task at Hand

You have been appointed as the Chairman of the league and are expected to but not be limited to the following:

• Ideate the operations of the league & how the events are going to be conducted

• Create a blueprint for the proceedings of the league

• Infrastructure Preparations for hosting the league

• Human Resources Requirements & Marketing Budget

• Total Budget Break-up

• Sponsorships

• Projected Revenue

Prepare a report (PDF) of not less than 12 pages and a PPT of not more than 12 slides.

Submission Details:

Soft copy Submission by 3 pm on 06th July, 2018 to wmvistas18@gmail.com

Hard copy Submission by 4 pm on 06th July, 2018

P.S.- Next Eliminations are tomorrow so give in your everything!

[wmvistas2018]

And here are the Top 15 participants!

Congratulations to all those who made it to this stage. Keep up the good work..!!

CORP 1

CORP 4

CORP 15

CORP 18

CORP 21

CORP 27

CORP 31

CORP 33

CORP 42

CORP 43

CORP 47

CORP 49

CORP 51

CORP 52

CORP 54

P.S.- Time to give in your best!

[wmvistas2018]

Update!

You can submit the soft copy of “Synergised” round by 4 pm today.

Report to room 505, Block 2 by 4:10 pm sharp. Get the hard copies of the report along with you and prepare a PPT for presentation of the round.

[wmvistas2018]

Synergised!

On Feb 27th, 2018 Pan-India cement makers Ambuja Cements Ltd and ACC Ltd have put their full-fledged merger on hold. The Ambuja Cements management had first indicated the possibility of a merger in 2013.

On the basis of a comprehensive evaluation carried out by both the Special Committee and the board of directors of the company, the company is of the opinion that there are at present certain constraints in implementing a merger between the company.

Calling off the merger has obviously not gone down well with the Street. Ambuja Cements tumbled up to 4 per cent after the cement makers called off the long due merger.

The prospect of a full merger was keenly awaited and it was perhaps the only company-specific upside trigger for both stocks.

The merger, which would have potentially created India’s second largest cement maker, still remains the “ultimate objective”, Ambuja Cements said.

Task in hand:

You are the CFO of Ambuja Cement. You need to plan a merger or an acquisition of ACC Ltd. or takeover of the company for expanding the business to be a dominant player in the cement industry.

Your report should include but should not be restricted to the following deliverables:

1. Problems/ Constraints faced for the earlier proposed merger

2. Plan & strategise the merger/ acquisition/ hostile takeover of ACC Ltd

3. Identify the shareholding pattern, the deal structure and financial implication of the same

4. Substantiate your plan with relevant benefits for both the parties and related financials for the Valuation of the takeover.

5. Estimated Income Statement & Balance sheet of the merged/ new entity.

Submission Details:

Soft copy Submission by 2 pm on 05th July, 2018 to wmvistas18@gmail.com

Hard copy Submission by 4 pm on 05th July, 2018

P.S.- Focus on the financial aspects.

[wmvistas2018]

Top 25 Wealth Managers!

Congratulations to the below mentioned participants for making it to Top 25.

CORP01

CORP04

CORP10

CORP11

CORP15

CORP18

CORP19

CORP21

CORP22

CORP26

CORP27

CORP31

CORP33

CORP41

CORP42

CORP43

CORP44

CORP47

CORP48

CORP49

CORP50

CORP51

CORP52

CORP54

CORP55

Now that you’ve come up to this stage, make sure that you give your best in the upcoming task before the next eliminations (i.e. tomorrow).

[wmvistas2018]

Room Allocations (04/07)

Please take note of the room allocations for the day.

Room no. - 504  

Block - 2nd  Block, Ground floor

Please reach the aforementioned location before 4:10 pm.

Regards, Event - Wealth Management

P.S.- Get the hard copy printouts of both “The Gaming Hole” & “A Rough Trade” Round!