www.panomac.

com | +91 739 789 9111

PLANNING TO
INVEST, TRADE OR LEARN ?
You are at the right place !!!

Panoramic Management & Consulting Pvt Ltd.

 www.panomac.com | +91 739 789 9111

NEERAJ GUPTA
Founder Director - Panomac

SEBI Registered Research Analyst

Expert on ET Markets by “The Economic Times”

MBA Finance - IIT Delhi, B.Tech - NIT Bhopal, CFA L2

16+ years of investment & trading experience

SEBI REGISTRATION NO. INH000006022

 www.panomac.com | +91 739 789 9111

ABOUT US

Panoramic Management & Consulting Private Limited

(Panomac), incorporated in 2018, is a consulting &
education company in the finance domain, providing
services from investments & trading, to financial
education, live projects & mentorship programs.

Vision

To be the most sought after consulting company in the

field of investments, trading and financial education

Mission

Enable retail investors and traders to make better

personal financial decisions, be profitable and create
wealth to meet their goals
 www.panomac.com | +91 739 789 9111

OUR SERVICES
Aligning with our mission, enabling individuals to make
better personal financial decisions, be profitable ad create
wealth, our services are designed as

Investment and Trading Services

for those who want to invest or trade based on our
experience and expertise
providing strong research based recommendations
on long term investments, and short to medium term
trading

Educational Courses/ Programs

for those who want to learn and gain expertise for
investments and trading

General Awareness and Consultation

Mentoring individuals on investments & trading
psychology
Corporate Workshops to enable employees make
better financial decisions
School & College events to impart basic financial
literacy
Social Media updates & engagements
 www.panomac.com | +91 739 789 9111

FOR INVESTORS

INVESTMENT
AVENUES

MARKET FIXED
OTHERS
LINKED INCOME

Stocks / Equity Corporate FDs Gold Bonds

Mutual Funds / Guaranteed Structured

ELSS Income Products

Unlisted Stocks / Debentures & Alternate

Equity Bonds Investment
 www.panomac.com | +91 739 789 9111

FOR TRADERS

TRADING
AVENUES

HIGH CAPITAL LOW CAPITAL

TRADING TRADING

Derivatives -
Derivatives /
Futures & Options
Option buying in
Selling in Stocks
Bank Nifty
and Index
 www.panomac.com | +91 739 789 9111

FOR LEARNERS

LEARNING
PROGRAMS

BEGINNER INTERMEDIATE ADVANCED

Basics of stock Basics of Derivatives

market derivatives Strategies

Stock screening Technical

Basics of equity
using analysis setup for
research
fundamental and intraday and
technical analysis swing trading
Getting started
with financial
planning Mentorship
Programme
Basics of Finance
(for school and
college students)
 www.panomac.com | +91 739 789 9111

Pano Invest - Stocks

Stock Recommendations for Long

Term Portfolio

We provide recommendations on stocks (Buy/Sell) for

medium to long term holding, for you to build a robust
investment portfolio. All our recommended stocks go
through a detailed fundamental and technical analysis.

Our recommendations are classified across three

categories, wherein one can customize their investments
based on their own risk profile:

Conservative Stocks - Large cap & bigger mid cap

category stocks, least riskiest stocks, market cap of
greater than 20,000 cr (approx.)

Aggressive Stocks - Mid cap & bigger small cap category

stocks, market cap of greater than 3000 cr (approx.)

Highly Aggressive Stocks - Stocks with market cap of

less than 2500-3000 cr (approx.), also includes very small
market cap (<500 cr)
 www.panomac.com | +91 739 789 9111

Pano Invest - Stocks

Value Proposal

Recommendations based on strong fundamental and

technical research

Partial profit booking is also recommended at

appropriate time, so as to create 'FREE OF COST'
investments. This ensures you can hold investments
which might turn into multi-baggers - who knows if our
invested stock turns into future’s Infosys, MRF, Bajaj
Finance, Asian Paints, ITC, and so on, creating enormous
wealth.

All the research part is taken care by us. You need to just
allocate capital, and execute the buying and selling of
stocks as per our recommendations. As our investments
are all for medium to long term, executing the trades is
once in a while, on an average 1-2 recommendations per
month (though it depends on the market situation).
 www.panomac.com | +91 739 789 9111

Pano Invest - Stocks

Other Details

Holding Period - Our recommendations are for medium to

long-term holding period, with atleast a holding duration of
1.5 yrs.

Frequency of trades - It depends upon the overall market

situation and opportunities in the market. In the past, there
has been an average of 1-2 stock recommendations per
month.

Mode of Communication - Whatsapp message is shared for

every new recommendation. Old recommendations are
available via google sheet, wherein target, stoploss, etc. are
updated each month
 www.panomac.com | +91 739 789 9111

Pano Invest - Stocks

Research Methodology

Neeraj’s enormous experience of analyzing overall market

trend, helps align with broader market scenario, avoiding
sentiment and news based biases in our decision making.
All our stocks go through extensive technical and
fundamental analysis:

TECHNICAL
FUNDAMENTAL ANALYSIS TECHNICAL ANALYSIS
NALYSIS

Study on income Based on our 12+ years of

statement, balance technical expertise, we
sheet and cash flow have developed our own
statement of the technical chart model &
company indicator, that provide us
signals for making
Analyse historical investment decisions.
parameters to
understand the Our technical model &
company's financial indicator, written in Pine
trend Script, is a proven
methodology for us, and is
Subjective Analysis being used successfully
on Promoters, for making both investing
Policies, Pipeline, etc. and trading decisions. This
is alike a Artificial
Intelligence tool for us.
 www.panomac.com | +91 739 789 9111

Pano Invest - Stock SIP

Stocks - SIP

We provide recommendations to buy stocks on a monthly

basis wherein you can buy stocks in a SIP manner for
medium to long term. This service is suitable for those who
want to invest a part of their monthly savings in stocks. Our
recommendations are classified across three categories,
wherein one can customize their investments based on their
own risk profile:

Conservative Stocks - Large cap & bigger mid cap category

stocks, least riskiest stocks, market cap of greater than
20,000 cr (approx.)

Aggressive Stocks - Mid cap & bigger small cap category

stocks, market cap of greater than 3000 cr (approx.)

Highly Aggressive Stocks - Stocks with market cap of less

than 2500-3000 cr (approx.), also includes very small
market cap (<500 cr)

Selling recommendations are also provided basis of the

market and stock outlook.
 www.panomac.com | +91 739 789 9111

Pano Invest - Stock SIP

Value Proposal

Recommendations based on strong fundamental and

technical research.

Partial profit booking is also recommended at appropriate

time, so as to create 'FREE OF COST' investments. This
ensures you can hold investments which might turn into
multibaggers - who knows if our stock turns into future’s
Infosys, MRF, etc, creating enormous wealth.

All the research part is taken care by us. You need to just
execute the buying and selling of stocks. As our
investments are all for medium to long term, executing
the trades is once in a while.

Other details

Holding Period - Our recommendations are for medium to

long-term holidng period, with atleast a holding duration of
1.5 yrs.

Frequency of trades - Monthly SIP Stock list is shared

Mode of Communication - Whatsapp message is shared

each month. Sell Recommendation is also shared via
whatsapp
 www.panomac.com | +91 739 789 9111

Pano Invest - Mutual Funds

Mutual Funds

Mutual funds are largely a safe investment, seen as being a

good way for investors to diversify with minimal risk. It gives
you the advantage of professional management, lower
transaction costs, diversification, liquidity and tax benefits.

As your trusted mutual fund advisor, we will help you to

select best mutual funds as per your requirement and risk
appetite.

Value Proposal

Scheme Selection and continuous Tracking - Which Mutual

Fund scheme to invest into and keeping a track of that
scheme, so that we can move out of that scheme, at a
potentially correct time.

Sectoral Funds - Through our extensive research we

recommend to invest in sectoral funds to earn a higher
return on your investments.

Debt to Equity Ratio - Within a bull market cycle of a few

years, when to be invested more into equity and when to
move some of your funds to debt and book partial profits in
equity schemes.
 www.panomac.com | +91 739 789 9111

Pano Trade - Derivatives

Derivatives Trading

High capital Trading Recommendation Service

Option selling and futures trading in stocks with a

positional view of a few weeks to few months

Applying derivative strategies to mitigate risks, and

maximize profit opportunities

Recommendations are shared via whatsapp message

Frequency of trade is on an average 5-10 per month. It

could vary depending upon market situation

Minimum Capital Requirement: 5 lacs

Low capital Trading Recommendation Service

Option buying in banknifty for intraday to a few

days

Recommendations are provided via telegram channel

Frequency of trade is on an average 5-10 per month. It

could vary depending upon market situation

Minimum Capital Requirement: 45k

 www.panomac.com | +91 739 789 9111

Other Products

Diversify your investments with investment in other

products

Discuss with us and choose the right investment product to

meet your goals

Gold funds & Sovereign Gold Bonds

Debt Products - Bonds, Debentures, Fixed Income

Alternate Investment Funds (AIF)

Structured Products
 www.panomac.com | +91 739 789 9111

Learning Programs

BEGINNER

Basics of Stock Market

Introduction to stocks and stock exchanges
Basics of stock valuation method and factors affecting
stock prices.
Differences between long-term and short-term
investment
Diversification and Risk Management

Basics of Equity Research

Basic understanding of fundamental and technical
analysis.
How to research and evaluate stocks

Getting started with Financial Planning

Basics of Finance (for school and college students)

 www.panomac.com | +91 739 789 9111

Learning Programs

INTERMEDIATE

Basics of Derivatives
Types of Derivatives (Future and Options)
Understanding the concept of leverage
Expiration and Settlement

Stock Screening using Fundamental and Technical

Analysis-
Using fundamental criteria to identify fundamentally
strong companies and then use technical analysis for
timely entry and exit.
 www.panomac.com | +91 739 789 9111

Learning Programs

ADVANCED

Derivatives Strategies
Option Writing
Covered Calls
Spreads

Technical analysis setup for intraday and swing trading

Understanding Key Technical Indicators

Identifying significant support and resistance levels

Developing clear entry and exit strategies based on

technical analysis, indicators and patterns

Implementing risk management strategies, including

setting stop-loss orders and position sizing, to protect
the capital over the trade's duration

Mentorship Program

3 month and 6 month Mentorship Program on

Equity Research - Fundamental & Technical Analysis
Derivatives
 www.panomac.com | +91 739 789 9111

GET IN
TOUCH

+91 739 789 9111

contact@panomac.com

panomacinvestor

panomacinvestor

Looking
forward to add
value to your
investments
 www.panomac.com | +91 739 789 9111

DISCLAIMER

Investment in securities market are subject to market

risks. Read all the related documents carefully before
investing

Registration granted by SEBI and certification from

NISM in no way guarantee performance of the
intermediary or provide any assurance of returns to
investors

Information mentioned in this document is subject to

change as per company’s decision and outlook

This communication is confidential and is intended

solely for the addressee. It is not to be forwarded to any
other person or copied without the permission of the
sender

Other terms and conditions apply as per panomac.com