only profits global financial partners - no-loss on your investments / fix 10 % returns per annum /...

Only ProfitsGlobal Financial Partners

Maximizing Returns & Minimizing RisksMR & MR


Taking on the world’s toughest financial challenges –

No-Loss on the client’s investments +Fix return of 10 per cent per annum +

Unlimited profits on the client’s portfolio


Stocks

Commodities

Forex


• Contents

1. How do you view the stock markets, an investment options or risky volatile business ?

2. What is MR&MR. Maximizing Returns & Minimizing Risks.3. How does MR&MR work for the client’s benefit.4. Operational issues of MR&MR.5. Graphical Presentation of MR&MR.6. Identification of stocks, commodities and forex. 7. 3 different Investment Options in MR&MR.8. Procedure for MR&MR.9. The MR&MR Offer.10. Security and Assurance in MR&MR.11. Company Profile and Promoters.12. Disclaimers13. Contact Information


• Please answer few simple questions. Please intimate whether the answer to any of the questions is ‘YES’

1. Are you afraid or feel scared of losses while investing in stocks markets ? 2. Do you feel that investing in stock markets is risky ? You could loose your capital.3. When you buy a particular stock, do you feel or realise that the same share price

drops from your purchase price and you always have a loss immediately.4. That you are first-time investor at the stock markets, and you might end-up making

losses on your books.5. Do you time the market ? That you have just missed the bull-run and will have wait

for the stock markets to fall back again and then you shall invest.6. Do you take advise or consult several people before investing ? Tips, gossip and

insider information. 7. Fundamentals and Technicals don’t play a major role during a bull or a bear run ?8. Watching CNBC/NDTV from 9.00 am. to 4.00 pm. is more important then your own

business ?9. That you lost money during a Bull and a Bear Market ? 10. You never sold anything in the Bull Market and never bought anything in the Bear

Market, thinking that either the stocks will rise further or it shall dip further.


• IF the answer to any of the above questions is ‘YES’, then you need to adopt the ‘Maximizing Returns & Minimizing Risks’ strategy. (MR&MR)

1. What is MR&MR2. MR&MR is simple arithmetic calculation which will enables you to overcome all

your short-comings. It gives you the following.3. No loss on your stock market, commodity, or forex investments. Peace of Mind4. Fix return of 10 percent per annum (12 months) on your capital. More than Bank

Interest rate5. Unlimited profits on your investments. Full Upside participation6. Your Money or Capital is liquid most of the time, so that you could use the same in

times of crisis. Liquidity7. Options to choose between three portfolios, that being Conservative, Moderate

and Aggressive (Active Market Participation). Options8. Indicative returns for conservative portfolio would be between 10-15% p.a,

moderate portfolio returns would be 10-25% p.a. And Aggressive (Active Market Participation) returns between 10-300% per annum. Able to decide your own risk appetite

9. At any given point of time, during a crisis period, the clients mark-to-market on that day could be down by not more than 15 per cent. Capital is safe


• How does the MR&MR – Maximising Returns and Minimising Risks work.

1. After numerous complaints from several HNIs and FIIs, that the stock price of a particular stock has dropped after its purchase price, we developed this arithmetic solution, a strategy to safe guard the client’s interest.

2. The strategy works on the principal that whatever investments have been done shall always remain profitable. No Loss

3. The strategy shall invest only in actively traded and ‘A’ Group companies. Good Companies / Blue-chip Companies

4. There shall be an asset allocation for the investment of capital. 8-10 stocks in different sectors

5. Stock selection based on the investors risk appetite. Different Risk Profiles6. No trading in complex futures and options strategies. Easy to understand7. Anybody can commence investing during a bull or a bear phase, there shall be no

loss. There is no need to time the market8. Systematic approach with no room for human intervention, thoughts, tips, gut

feelings etc. Fundamentals and technicals are given due credit9. Higher the volatility, higher shall be the clients profits.


1) Client gets

Rs. 100 or his initial

capital

2) We choose 10 stocks, Rs 10 per

stock. E.g. Reliance, Siemens, Glaxo etc

3) We shall invest Rs 1 in

RIL at the highest price of

Rs 2400

4) As the price of RIL falls, we

shall invest the Rs 2, Rs 3, Rs 4, Rs 5, etc till Rs

10

5) We shall invest in RIL till the extent of Rs

300

6) RIL investment which is Rs

2400-300=2100, after every fall in

RIL prices we shall invest.

7) The fall in RIL prices, will enable us to invest more

money which shall give us more

shares

8) 2 main Benefits. We get shares at a lower price and we are investing more at the lower price.

9) The other 9 stocks shall be invested in the same manner. Average, we

shall be invested between 25-85%

of Rs 100

10) Result – we are likely to be near our cost price

most of time. Any upside is our

benefit

11) MR&MR helps in maximizing profits

and earn a fix return on your capital +

liquidity + No tension of monitoring the

markets daily


0

5000000

10000000

15000000

20000000

25000000

30000000

35000000

40000000

45000000

50000000

55000000

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 330

500

1000

1500

2000

2500

3000

RIL Share price

Our investment would keep on increasing as the stock price of RIL keeps on falling. We

would be buying larger quantity at a lower

price.

Maximizing Returns

& Minimizing Risks

For e.g. RIL Share price falls from

Rs 3,000 to Rs 500

Rs. 5 Crore - Capital


• Identification of the Stocks / Commodities / Forex Trades.

1. Only Profits Global Financial Partners follows a conservative approach to investing in various markets like commodities, shares and stocks & forex.

2. We adopt the ‘Maximizing Returns and Minimizing Risks’ (MR&MR) strategy which enables the clients to have virtually no-loss on his books.

3. MR&MR strictly adheres to the asset allocation of the capital followed by choosing the industry leaders in various segments. At a given point, the client’s portfolio would comprise between 6-14 different stocks pertaining to each sector.

4. High-beta and alfa strategies are incorporated within the MR&MR strategy which enables the clients to get maximization of profits.

5. The selection of stocks for investments are based on several criteria amongst which are fundamentals, liquidity, emerging sectors, valuations, industry leaders, dominant market presence etc.


Ideal Portfolio Composition

Maximising Returns and Minimising Risks - (MR & MR)Reliance

8%

M &M8%

HDFC8%

Sterlite16%

Infosys8%

Larsen10%

Bharti8%

ACC8%

Educomp16%

Reliance Energy10%

Reliance

M&M

HDFC

Sterlite

Infosys

Larsen

Bharti

ACC

Educom p

Reliance Energy


• Clients have the option to choose between 3 different strategies depending on their Risk Appetite.

1. Conservative Portfolio Solution – A diversified portfolio which shall endeavor to deliver returns between 10-15% per annum. Max. stocks between 5-10 stocks. This is ideally suited for investors who are debt oriented (ranging between 6-12 % per annum). The amount of risk taken on these investments are relatively low, but the intention is to get returns in excess of 12-15 % per annum.

2. Moderate Portfolio Solution – A diversified portfolio which shall endeavor to deliver returns between 10-25% per annum. Max stocks between 5-15 stocks. This investment strategy is suited for investors who are debt oriented but would also like to opt for equity as an asset class. A certain portion of the capital is invested in equity with the intention to get returns between 10-35% per annum.

3. Aggressive Portfolio or Active Market Participation - A strategy which shall endeavor to deliver returns between 10-100% per annum. Max stocks between 5-15 stocks. Ideally suited for investors who are willingly to take the market volatility risk and expect a reasonable returns for the risk-reward ratio. A unique approach to investing capital in a dynamic manner which enables optimum allocation of the resources as well as protecting the capital so that the portfolio doesn’t have any loss on account. Suited mostly for FII’s, HNI’s, active market participators, traders as well market-makers. The intention being to manage the alfa in the client’s favour and secure attractive returns between 10-200% per annum.


• Procedure

1. Two separate accounts will be created for the clients. A) bank account in the name of the client and B) A DP and Demat account in the name of the client.

2. An amount of Rs. 5 crore / USD 1 million will have to be located to this investment solution / strategy for a period of 12 months.

3. A fix deposit in the client’s name with a leading Private / PSU Bank for an amount of Rs. 5 crore (Or 100 %) for more than 365 days with an overdraft facilities will be created.

4. A DP and Demat account which is created in the name of the client with a leading broker is utilised for making equity, forex and commodity investments.

5. As and when, the resources/capital are required the same shall be utilised from the overdraft facilities from the bank.

6. The shares will be bought in the client’s broking account with his own DP and Demat Account.

7. Daily monitoring of the shares will be done with the mark-to-market positions.8. Profits booked will be credited into a separate account.

9. Interest payable at the rate of 10% per annum will be charged quarterly.


• The Offer

1. No-loss assured on your investments in stock markets, commodities and forex.2. Fix 10 % returns per annum on your capital.3. Over and above the fix 10 %, unlimited profits or upside on your investments. 4. Minimum Capital required for this investment solution / strategy would be Rs. 5

Crore or USD $ 1 million.5. The client will enter into a partnership deed with the firm ‘Only Profits Global

Financial Partners’. The partnership deed would share the profits between the client and the firm in a ratio mutually agreed upon – 60:40

6. Profits would be shared between the ratio of 40:60. The client would be entitled to 60 % of the profits while ‘Only Profits Global Financial Partners’ would share 40 % of the profits as remuneration. Profits would be shared after providing for the fix 10 % return on the capital prorata.

7. There is no need for timing the market. Even if one invests at the highest point of the stock market / commodity cycle / forex, the client will still not have a loss on his books.

8. The client’s money shall be mostly liquid, he could utilise the same in case of an emergency or any unforeseen circumstances.


• The Security / Safety or Assurance of the clients Money

1. A partnership deed is formed between the firm ‘Only Profits Global Financial Partners’ and the client stating the objectives.

2. The client’s capital or resources are placed in a fix deposit with a leading private or psu bank in the client’s own name.

3. The client’s depository participant (DP) and Demat account is also in his own name.

4. The client has full control over both his accounts. In-fact, it is the client’s responsibility to part with the profits with the firm – Only Profits Global Financial Partners.

5. The overdraft facility on the bank’s fix deposit is utilised only to the extent of the investments.

6. In the event, there is a loss on the client’s portfolio, the same shall be compensated by ‘Only Profits Global Financial Partners’.

7. The partnership contract between the client and the firm ‘Only Profits Global Financial Partners’ will be for a period of 12 months or one year. In the event, there is still a loss after the said period, then the compensation of loss would be honoured.


• Company Profile and Promoters

1. The firm ‘Only Profits Global Financial Partners’ (OPGFP) is an advisory service formed by Mr. Rutvij C Parikh, ex-private-banker from Europe’s leading bank.

2. (OPGFP) is a firm which shall enter into partnership agreements with the clients and advise them on their investments options.

3. Mr. Rutvij C Parikh was earlier associated under the capacity of General Manager – Private Banking based in Singapore with Barclays Bank. He was also associated as the Assistant Vice President (AVP) – Private Wealth Management with JM Morgan Stanley Securities India Pvt. Limited. At Reliance Industries Limited, his career spanned across 6 years with the Corporate Development Department.

4. Mr. Rutvij C Parikh holds a Masters Degree in Marketing Management from the Jamnalal Bajaj Institute of Management Studies (JBIMS) – Batch 2004.

5. With nearly 15 years of industry experience, Mr. Rutvij C Parikh has few select clientele span across the globe.


• DISCLAIMER 1. This presentation has been prepared by Only Profits Global Financial Partners

(“OPGFP”) and their authors.2. All rights reserved. All copyright in this presentation and related works is owned by

OPGFP and their Authors. The same may not be reproduced, wholly or in part in any material form (including photocopying or storing it in any medium by electronic means and whether or not transiently or incidentally to some other use of this presentation), modified or in any manner communicated to any third party except with the written approval of OPGFP.

3. This presentation is for information purposes only. While due care has been taken during the compilation of this presentation to ensure that the information is accurate to the best of the Author’s and OPGFPs knowledge and belief, the content is not to be construed in any manner whatsoever as a substitute for professional advice.

4. The Author and OPGFP neither recommend or endorse any specific products or services that may have been mentioned in this presentation and nor do they assume any liability or responsibility for the outcome of decisions taken as a result of any reliance placed in this presentation.

5. Neither the Author nor OPGFP shall be liable for any direct or indirect damages that may arise due to any act or omission on the part of the user due to any reliance placed or guidance taken from any portion of this presentation.


• Contacts

• Rutvij Parikh – Lead Partner• Only Profits Global Financial Partners• Mobile - +91-93222-15865• Mobile - +65-8434-8841• Email – [email protected]

• Address• Rutvij Parikh• Only Profits Global Financial Partners• 12 – Shaan House, Charankrupa Society.• Satellite Road, Ahmedabad – 380015• Gujarat - India

mailto:[email protected]


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only profits global financial partners - no-loss on your investments / fix 10 % returns per annum /...

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