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GSP177 Fundamentals of Investing

   

Added on  2020-05-16

6 Pages1126 Words100 Views
Finance
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\Running head: GSP177E FUNDAMENTALS OF INVESTINGGSP177e Fundamentals of InvestingName of the Student:Name of the University:Authors Note:
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GSP177E FUNDAMENTALS OF INVESTING1Table of ContentsIntroduction:...............................................................................................................................2Evaluation of both Investment option presented to MRS A:.....................................................2Recommendations provided toy MRS A:..................................................................................4Reference and Bibliography:......................................................................................................5
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GSP177E FUNDAMENTALS OF INVESTING2Introduction:The overall investment options mainly evaluate all the relevant attributes of MRS Ainvestment needs and designs an adequate investment option, which could support herfinancial obligations. the investment options and criteria provided by both the investmenthousesGreat Union National Bank Ltd and Pentagon Resources Pte. Ltd are evaluated toidentify the most viable investment option for MRS A. MRS A needs to be comply with thefinancial obligations and expenses towards her daughter’s study expense, which needs to beconducted on yearly basis. Therefore, the return generation capacity of the both theinvestment options is evaluated, as it could support its future financial obligationsEvaluation of both Investment option presented to MRS A:MRS A needs an adequate portfolio, which could comply with her rising financialobligations. There are no other sources of income, which could support financial obligationsof MRS A. Hence, investment in portfolio providing constant return could eventually allowMRS A to gather constant return from investment (Clarke, De and Thorley 2016). This wouldeventually help in generating high level of income to support her financial obligations. MRSA needs to support her daughter’s studies, where expenses of SGD 70,000 annually need tobe conducted.Great Union National Bank LtdAmountInitial Investment SGD 1,100,000.00 Return 5% SGD 55,000.00 Return 15% SGD 165,000.00 The overall evaluation of above investment option can be help in identifying thereturns which could be provided by wealth management company can be identified. Theabove table indicates the return of SGD 55,000 to SGD 165,000 can be provide by the
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