Portfolio Re-engineering

and Consulting

• Follow a predetermined investment strategy that is invariant to market conditions or
• Do nothing
• Let the chips fall where they may
• SWOT Analysis of Portfolio
• Stock wise fundamental and technical analysis

Active management:

• Requires the periodic changing of the portfolio components as the manager’s outlook for the market changes

Portfolio

BUILDING

The 5 Steps of Portfolio Builder Plan

• Trends: Explain the basic principles of finance (Cyclic Trends)
• ROI: Set portfolio objectives (ROI Expectations)
• Quarterly Return on Investment (ROI) report
• Investment Strategy: Formulate Delivery/F&O Ratio
• Game Plan: Have a game plan for portfolio revision
• Evaluate performance and execute Entry/Exit as per technical charts and fundamental analysis

FUND management (MIS)

Monthly Income Scheme

• Client signs an agreement with Fund manager and agreed upon fixed returns
• Proven track record is annual returns above 20% for past 3 yrs
• Steady Income every month
• Guaranteed monthly returns and payout releases every month
• Investment duration: Min. 1 year
• Minimum Investment amount: Rs. 5 Lakhs
• Fund manager shares monthly returns details along with monthly payout.

Physical Shares

Conversion

Physical Shares->DEMAT Conversion

• Need a complete list of physical shares in excel form
• Our team will identify RTA for all those companies and will maintain the track of all shares, quantity, RTA contacts, etc.
• Provide details in all desired forms and letter formats
• Communication to RTA on client’s behalf and ensure, client’s time is saved
• Manager all forms of written communication as per standard letter formats: NOC, Affidavit, Change in name, etc.
• Continuous follow-up with Share transfer agent to ensure shares get transferred to client’s DMAT account