Case Study on Fundamentals of Investing

\Running head: FUNDAMENTALS OF INVESTING
Fundamentals of Investing
Name of the Student:
Name of the University:
Authors Note:

FUNDAMENTALS OF INVESTING
1
Table of Contents
Introduction:...............................................................................................................................2
Conducting evaluation on investment option presented to MRS A and depicting her
investment needs:.......................................................................................................................2
Providing recommendations to MRS A:....................................................................................4
Reference and Bibliography:......................................................................................................6

FUNDAMENTALS OF INVESTING
2
Introduction:
The main aim of the assessment is to identify adequate portfolio for MRS A, which
could help in supporting her expenses annually. Relevant evaluation of different investment
schemes is conducted to identify the actual financial instrument, which could be used in
improving MRS A’s return generation capacity. Moreover, both the investment companies
have directly provided all the relevant financial instruments, which could be used in
providing the return from investment. Furthermore, the financial instrument could eventually
help in generating high levels of return, which might allow MRS A to support her financial
needs. Lastly, adequate portfolio is created after the evaluation of investment schemes
provided by both the investment companies.
Conducting evaluation on investment option presented to MRS A and depicting her
investment needs:
The rising expenses of MRS A needs to be complemented with an adequate portfolio,
which could provide higher returns and support her financial obligations. From the evaluation
of case study, it could be identified that MRS A has no other sources of income, which could
be used in supporting her financial obligations. Furthermore, Mediclaim and other insurance
products has been purchased by MRS A, which needs no further investments. Moreover,
MRS A needs a constant return providing portfolio, which could help in supporting her
financial obligations as and when they turn up. Therefore, adequate focus in preparation of
the portfolio needs to be conducted, as higher returns is expected by MRS A from the
investments (Alberg & Lipton, 2017).