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PRESENTED BY:-
CHAYA RAJKONWAR
ISHAN GUPTA
SHAREKHAN
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OUR MISSION
To educate and empower the individual investor to
make better investment decisions through
QUALITY ADVICE
INNOVATIVE PRODUCTS and
SUPERIOR SERVICE
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THE MANAGEMENTTEAMMANAGEMENT TEAM
TARUN SHAH CEO
JAIDEEPARORA DIRECTOR- PRODUCTS &
TECHNOLOGY
SH ANKAR VAILAYA DIRECTOR- OPERATIONS
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SHAREKHANS e-PARTNER BANKS CURRENTLY
HDFC Bank
ICICI Bank
Axis Bank
Citi Bank
Indusind Bank
Yes Bank
Oriental Bank of
commerce
Union Bank of India
Bank of India
IDBI Bank
Erstwhile Centurion
Bank ofPunjab more to be added in
future
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or o o
ManagementServices
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Investment Opportunities
Fixed Deposits1
Portfolio
Management
Services
Trading on your Own
Mutual Funds
OR
2
3
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Portfolio Management Schemes
Sharekhan offers PMS which arebased on
Fundamental Analysis ProPrime
Technical Analysis - ProTechdiversified
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ProPrime PMS
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Difficult for clients!ProPrime PMS
Tracking the Market is a full time job
Judging the impact of the News for sectors &
scrip may not be always possible
Maintaining the news flow & apply at proper timeis difficult
Availability of basic Research may not always be
possible
Basic fund management rules may not be in
place like Investment Philosophy, Sector
Allocation, Scrip Allocation, etc.
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How it WorksProPrime PMS
Profile the Customers
Risk Appetite
Time duration for Investment
Balance risk & Descent growth by..Diversifying sectors & number of scrip's.
Investment Philosophy is in place.
Allocation of maximum percentage of scrip's.
Stop loss in place.
Non Leverage Portfolio.
Basic Allocation for Core Portfolio 50% ,
Trading Portfolio 30% & Cash 20%
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How it WorksProPrime PMS
This results in..
Building a long term Portfolio Trading activity gives movement to the portfolio &
covers the cost
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Investment PhilosphyProPrime PMS
We want to balance Risk and Growth
Since we are bullish on the markets over the long run, time horizonfor the investment should be 3-5 yrs
We are investing the funds and not just allocating to the sectors toachieve decent growth of the corpus
We diversify the portfolio to reduce the risk , i.e we will not haveindividual scrip exposure of more than6-7% and sectoral exposuremore than 18%
We are bullish on Capital Goods, Infrastructure, Banking, Pharma ,Ites Power, Insurance and Retail
We are underweight on Telecom, Realty ( outside Mumbai) Media
Rather than timing the market we buy on DIP and book profit above25-30 % on SEP ( systematic exit plan)
We would like to be in stocks with less burden on Balance sheetand good earning visibility
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Our OfferingProPrime PMS
Personalised portfolio selection and managementby a dedicated Fund Manager
Reporting: Online access to Portfolio Holdings
Quarterly reporting of portfolio holdings/transactions
Corpus: Minimum Rs 5 Lakh and a Lock in for 6months
Fees: 0.5% brokerage
20% profit sharing after 15% hurdle is crossed-chargeable at the end of the fiscal year.
AMC - 500/rs per annum
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What do we have new to offer?
Now launching
ProTech - Diversified
StrengtheningSharekhan PMSproductoffering
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Investment Philosophy
Aim Absolute returns irrespective ofmarket direction by long short strategyapplied on basket of indexes and stocks
ProTech Diversified Disciplinedtradingapproach with no human
intervention based on backtesting onindexes and stocks
Invests in the following
Nifty
Bank Nifty Stock Futures - 10
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Changes in the model
Existing distribution
Nifty - 32%
Bank Nifty - 18%
Stocks - 10 x 3% each - 30%
Buffer - 20% Rationale for buffer
To maintain constant exposure
Mark-to-market
Changes in future
Model is tracked on basis of individualperformance of index as well as stocks andmay be replaced from time to time
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Product structure
Minimum Investment: Indian Resident Rs 10 lakhs,
ForNRI's - Rs 50 Lacs
Lock in: 6 months
Fees AMC fees : 0%
Brokerage : 0.05% only
Profit Sharing : 20% profit sharing on booked profitson quarterly basis
Profit payout : Half yearly
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Thank You