sharegiants wealth advisors & securities pvt. ltd

Post on 22-Feb-2016

48 Views

Category:

Documents

0 Downloads

Preview:

Click to see full reader

DESCRIPTION

Sharegiants Wealth Advisors & Securities Pvt. Ltd. Towards your success!. Who are we?. The company originally incorporated as Sharegiants Wealth Advisors Pvt. Ltd.in 2008 - PowerPoint PPT Presentation

TRANSCRIPT

Sharegiants Wealth Advisors & Securities Pvt. Ltd.

Towards your success!

Who are we?

The company originally incorporated as Sharegiants Wealth Advisors Pvt. Ltd.in 2008

Sharegiants Wealth Advisors & Securities Pvt. Ltd. [SWAS] comes as an answer to those who would like to grow exponentially on the crest of stock market

$ We’re a team of passionate Investment Managers & Technical & Fundamental Analysts based in Mumbai.

$ Average team member experience - 9 years.

$ Year of incorporation - 2012

Our Goals

$ 1000 clients within 1 year & 5000 within the next 3 years.$ Incorporating Limited company by 2016 to accommodate an investor base of 5000. $ To create an asset base of INR 100Crs. in the next 3 – 5 years.

Our Goals contd.

$ To establish branches in tier 2 cities within the next 3 years.$ To create a client base of 5,000 in Mumbai.$ To create a client base of 10,000 in Maharashtra by 2015.

Leadership @ SWAS$ The firm is headed by Technical Analyst and Fund Manager Mr. Ragavan Rajkumar.

$ He has been in the industry for the past 10 years & has INR 26 cr in AUM.

$ He is managing portfolio of 56 clients worth INR 22 Cr

$ Strengths – Experience, consistent growth of AUM & ROI & strong ethics.

Our diverse clientele

$ Retail$ SME$ HNIs$ Corporates

Our Services

$ Discreet Advisory Services$ Stock Broking$ Passive Portfolio Advisory Services$ Call in advisory services

Our Exposure Towards SectorsInv. Price Automotive

Banking/FinanceCement/ConstructionChemicalsConglomeratesCons DurableCons Non-DurableEngineeringFood & BeverageManufacturingMediaMetals & MiningMiscellaneousOil & GasPharmaceuticalsRetail/Real EstateServicesTechnologyTelecomTobaccoUtilities

Our Offer

We would like to list down our customized offering to you that goes.

A)  We Allocate funds according to Risk profiling Questionnaire ( RPQ ) Results

B) Our Endeavour is to deliver 18 % P.A

C) Opportunity is Profit Gain can Go to Sky-High with Diversified investment

How do you benefit from our Service?• Your trading/investment in stock market is tailored

after a thorough research backed by the expertise

• An experienced team ensure your positions are tracked, monitored and optimized at all times

• Technical Research across a broad selection of investment

• Complete account access and Portfolio Transparency.

How PPAS Works?• A Disciplinary Investment Process

• The Company’s main investment is in Equity Market

• The Company’s main focus is on reducing the risk without leveraging client’s investment & safe guarding the principal even during the worst market phase.

• The positions will seek to achieve returns through broad participation in Large Cap and Quality Mid Cap stocks

How PPAS Works? contd.

• Execution will be done by client only.

• Always be with the stocks which are in up trend or in bottoming out phase.

• Trade in your existing Demat and Trading account

• There is no lockin period as positions are created in your existing trading account only, withdraw amount anytime when you need it

CUSTOMERIZED SOLUTION FOR CLIENTS• Concentrate on your office/job

• Less trading, more earning

• No overtrading

• Stocks will be pick according to Risk Profiling Questionnaire Category

• Portfolio will be diversified to Reduce Risk

Service Charges• For PPAS We Charge 6 % P.A. Upfront on Investment

Capital Amount

• For Call In Services (Derivatives ) We Charge Rs 60,000/- + 12.36% Service Tax = Rs. 67,416/- For 6 Months

• For Discreet Advisory We Charge Rs 45,000/- + 12.36% Service Tax = Rs. 50562/- ( 30 To 40 Approximately delivery Calls will be provided ) In 4 to 6 months span.

Contact info:

Mr.Ragavan RajkumarDirectorLandline : 022 6565 5003Mobile : +91 96197 81791Email: ragavanrajkumar@sharegiant.com ragavanrajkumar26@gmail.com

WWW.SHAREGIANT.COM

Thank You!

top related