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Case study

The case study discusses GreenVolt Energy, a renewable energy startup that has seen significant stock price growth but faces challenges such as CEO resignation and competition from SunPower Tech. It also presents a scenario involving Amit, a software engineer looking to invest ₹10 lakh, exploring various asset allocation strategies for long-term wealth creation. Polls are included to gather opinions on investment decisions and risk management for both GreenVolt and Amit.

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Prince Vashisht
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0% found this document useful (0 votes)
5 views3 pages

Case study

The case study discusses GreenVolt Energy, a renewable energy startup that has seen significant stock price growth but faces challenges such as CEO resignation and competition from SunPower Tech. It also presents a scenario involving Amit, a software engineer looking to invest ₹10 lakh, exploring various asset allocation strategies for long-term wealth creation. Polls are included to gather opinions on investment decisions and risk management for both GreenVolt and Amit.

Uploaded by

Prince Vashisht
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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📌 Case Study: "The Rise and Fall of GreenVolt Energy"

🔹 Background:
GreenVolt Energy is a new-age renewable energy startup that develops solar panels with
AI-powered efficiency optimization. The company is gaining traction and recently got
listed on the stock market.

Key Financials & News Updates:

 IPO Price: ₹150 per share (6 months ago).


 Current Price: ₹280 per share (+87% in 6 months).
 Revenue Growth: 40% YoY.
 Profit Margins: 15% (lower than industry average of 20%).
 Recent News:
o Govt announces new subsidies for renewable energy companies.
o CEO resigns suddenly due to personal reasons.
o A major competitor, SunPower Tech, launches a cheaper, more efficient
product.

📌 Poll 1: Would You Invest in GreenVolt Energy Today?


(A) Yes, it has strong growth potential despite risks.
(B) No, the CEO resignation and competition worry me.
(C) I would wait for more financial reports before deciding.

📌 Poll 2: How Should the Company Respond to Competition?


(A) Lower prices to compete aggressively.
(B) Focus on innovation & premium positioning.
(C) Merge with another renewable energy company.

📌 Poll 3: What Is the Biggest Risk for GreenVolt?


(A) CEO Resignation – Leadership instability affects stock price.
(B) Competition – SunPower Tech could take market share.
(C) Govt Subsidies – If they change policies, profitability drops.
📌 Case Study: The ₹10 Lakh Investment Challenge – Build Your Portfolio

🔹 Background:

Amit, a 28-year-old software engineer, has recently received a bonus of ₹10 lakh. He wants
to invest this money for long-term wealth creation, but he is confused about where to put
his money.

Amit is moderately risk-taking and has a long-term investment horizon (10+ years). He has
shortlisted the following investment options:

1. Large-Cap Stocks (Stable but moderate returns)


2. Small-Cap Stocks (High growth potential but risky)
3. Corporate Bonds (Fixed income but lower returns)
4. Fixed Deposits (Safe but lower returns)
5. Real Estate (REITs) (Diversification with rental income)
6. Cryptocurrency (Volatile but high-reward potential)

📌 Poll 1: What Should Be the Ideal Asset Allocation for Amit?

A) 60% Stocks, 20% Bonds, 10% Fixed Deposit, 10% Crypto


B) 40% Large-Cap Stocks, 30% Small-Cap Stocks, 10% Bonds, 10% REITs, 10% Fixed
Deposit
C) 100% Stocks for Maximum Growth
D) 50% Real Estate (REITs), 20% Bonds, 20% Fixed Deposit, 10% Crypto

Which allocation balances risk and return best for Amit’s long-term goal?

📌 Poll 2: Amit Wants to Include Small-Cap Stocks. What Percentage Should


He Allocate?

A) 10% – Small allocation for high risk-reward


B) 20% – Balance between risk and stability
C) 40% – Aggressive growth strategy
D) 0% – Too risky for long-term wealth creation

How does market capitalization affect stock investment risk?

📌 Poll 3: If Amit Wants Passive Income, Which Asset Should He Prioritize?


A) REITs – Rental income from real estate
B) Corporate Bonds – Fixed interest payments
C) Large-Cap Dividend Stocks – Stable dividends
D) Fixed Deposits – Safe but lower income

Which assets generate regular cash flow while maintaining stability?

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