SHAREKHAN

PRESENTED BY:-
CHAYA RAJKONWAR
ISHAN GUPTA
OUR MISSION
To educate and empower the individual investor to make
better investment decisions through
QUALITY ADVICE
INNOVATIVE PRODUCTS and
SUPERIOR SERVICE
THE MANAGEMENT TEAM
MANAGEMENT TEAM

TARUN SHAH CEO

JAIDEEP ARORA DIRECTOR- PRODUCTS &

TECHNOLOGY

SHANKAR VAILAYA DIRECTOR- OPERATIONS

 SHAREKHAN’S e-PARTNER BANKS CURRENTLY

• HDFC Bank • Oriental Bank of commerce

• ICICI Bank • Union Bank of India
• Axis Bank • Bank of India
• Citi Bank • IDBI Bank
• Indusind Bank • Erstwhile Centurion Bank of
• Yes Bank Punjab
– …more to be added in
future
Portfolio Management
Services
Investment Opportunities

1 Fixed Deposits

OR
2 Trading on your Own Portfolio
Management
Services

3 Mutual Funds
Portfolio Management Schemes

 Sharekhan offers PMS which are

based on
 Fundamental Analysis – ProPrime
 Technical Analysis - ProTech
diversified
ProPrime PMS
ProPrime PMS Difficult for clients!

• Tracking the Market is a full time job

• Judging the impact of the News for sectors & scrip
may not be always possible
• Maintaining the news flow & apply at proper time is
difficult
• Availability of basic Research may not always be
possible
• Basic fund management rules may not be in place like
Investment Philosophy, Sector Allocation, Scrip
Allocation, etc.
ProPrime PMS How it Works

• Profile the Customers

Risk Appetite
Time duration for Investment
• Balance risk & Descent growth by..
Diversifying sectors & number of scrip's.
Investment Philosophy is in place.
Allocation of maximum percentage of scrip's.
Stop loss in place.
Non Leverage Portfolio.
• Basic Allocation for Core Portfolio 50% , Trading
Portfolio 30% & Cash 20%
ProPrime PMS How it Works

This results in..

• Building a long term Portfolio

• Trading activity gives movement to the portfolio &
covers the cost
 ProPrime PMS Investment Philosphy
• We want to balance Risk and Growth
• Since we are bullish on the markets over the long run, time horizon for the
investment should be 3-5 yrs
• We are investing the funds and not just allocating to the sectors to achieve
decent growth of the corpus
• We diversify the portfolio to reduce the risk , i.e we will not have
individual scrip exposure of more than6-7% and sectoral exposure more
than 18%
• We are bullish on Capital Goods, Infrastructure, Banking, Pharma , Ites
Power, Insurance and Retail
• We are underweight on Telecom, Realty ( outside Mumbai) Media
• Rather than timing the market we buy on DIP and book profit above 25-30
% on SEP ( systematic exit plan)
• We would like to be in stocks with less burden on Balance sheet and good
earning visibility
ProPrime PMS Our Offering

 Personalised portfolio selection and management by a

dedicated Fund Manager
 Reporting:
 Online access to Portfolio Holdings
 Quarterly reporting of portfolio holdings/transactions
 Corpus: Minimum Rs 5 Lakh and a Lock in for 6
months
 Fees:
 0.5% brokerage
 20% profit sharing after 15% hurdle is crossed-chargeable at
the end of the fiscal year.
 AMC - 500/rs per annum
What do we have new to offer?
Now launching

ProTech - Diversified

 Strengthening Sharekhan PMS

product offering
Investment Philosophy
 Aim – Absolute returns irrespective of
market direction by long –short strategy
applied on basket of indexes and stocks
 ProTech – Diversified
 Disciplined trading approach with no human
intervention based on back testing on
indexes and stocks
 Invests in the following
 Nifty
 Bank Nifty
 Stock Futures - 10
 Changes in the model
 Existing distribution
 Nifty - 32%
 Bank Nifty - 18%
 Stocks - 10 x 3% each - 30%
 Buffer - 20%
 Rationale for buffer
 To maintain constant exposure
 Mark-to-market
 Changes in future
 Model is tracked on basis of individual
performance of index as well as stocks and
may be replaced from time to time
Product structure

 Minimum Investment:
 Indian Resident Rs 10 lakhs,
 For NRI's - Rs 50 Lacs
 Lock in: 6 months
 Fees
 AMC fees : 0%
 Brokerage : 0.05% only
 Profit Sharing : 20% profit sharing on booked profits
on quarterly basis
 Profit payout : Half yearly
Thank You