sharegiants wealth advisors & securities pvt. ltd
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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 PresentationTRANSCRIPT
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: [email protected] [email protected]
WWW.SHAREGIANT.COM
Thank You!