PSU Bank Mutual Fund Growth: McKinsey-Style Growth Case Interview
PSU Bank Mutual Fund Growth is a hard-difficulty McKinsey-style growth case interview with 8 interviewer questions and 3 exhibits; candidates finish it in a median 39 minutes. Your first full case is free with an account: run it step by step with AI grading.
| Case type | Growth |
|---|---|
| Industry | Financial Services |
| Firm style | McKinsey |
| Difficulty | Hard |
| Interviewer questions | 8: context, clarifying, structure, 4 analysis, synthesis |
| Math questions | 0 |
| Exhibits | 3 |
| Modes | Guided |
| Completed runs | 12 |
| Median time | 39 minutes |
| Source | Adapted from the Wharton consulting club casebook |
Runs, times and ratings are from Road to Offer practice data as of 6 November 2026.
The case
PSU Bank Co. has a mutual fund division whose AUM is growing slower than competitors. Why is it underperforming and what should the bank do?
AUM is the money managed for investors and works like sales for this case. The US-based bank has $70B in AUM. Industry AUM grew 8%, while the client grew only 3%.
The interviewer's first question
Summarize the client situation and the decision we need to support.
Exhibits you will read
- Exhibit A: AUM Growth and Channels
- Exhibit B: Product and Conversion Benchmark
- Exhibit C: Sales Incentives and Knowledge
What this case tests
No math steps, three exhibits and four analysis questions: this case is about reading exhibits and judgment more than calculation.