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Saral Gyan Wealth-Builder

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Offline Portfolio Management Service, PMS

Publié dans : Économie & finance
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Saral Gyan Wealth-Builder

  1. 1. 1. PLANT Plant the Right Seeds 3. HARVEST Harvest your Wealth 2. NURTURE Nurture them to Grow
  2. 2. An Offline Portfolio Management Service 1. YOU PLANT 2. WE NURTURE 3. YOU HARVEST
  3. 3. An Offline Portfolio Management ServiceTABLE OF CONTENTS Objective Salient Features Advantage & Benefits Business Model Service Suitability Investment Methodology Portfolio Management Portfolio Updates & Alerts YOU PLANT WE NURTURE YOU HARVEST
  4. 4. An Offline Portfolio Management ServiceOBJECTIVE The basic objective of this service is to build wealth by investing in portfolio of selected stocks through a focused and disciplined approach. Our equity analysts team is committed to protect your capital and grow it at a healthy rate by focusing on wealth enhancement. The strategy is to acquire equities of strong and profitable businesses at market prices well below their intrinsic value. Using Wealth-Builder, you can experience in real time how wealth can be created. You will plant the right seeds, nurture them under our guidance and harvest your wealth in long run. YOU PLANT WE NURTURE YOU HARVEST
  5. 5. An Offline Portfolio Management ServiceSALIENT FEATURES Wealth-Builder is an alternative solution to various mutual funds and regular PMS offerings An ideal service for investors looking for professional guidance for investing in stocks directly to build wealth over the years Ensures saving of hefty fees and charges. One time nominal annual subscription charge in place of regular administration / management fee, entry / exit load charges, brokerage and commission on profits Portfolio management cost @ 7.5% per annum in case of minimum investment of Rs. 2 Lacs, reduces to 1.5% for Rs. 10 lacs portfolio YOU PLANT WE NURTURE YOU HARVEST
  6. 6. An Offline Portfolio Management ServiceADVANTAGE & BENEFITS Portfolio includes our well researched stock recommendations – Hidden Gems, Value Picks and 15% @ 90 DAYS. Minimum churning of the portfolio (once or twice in the month) saves brokerage and reduces the changes of wealth erosion due to frequent brokerage cost Direct access to portfolio under professional guidance. Exposure to small cap stocks with early entrance advantage over mutual funds and institutions Maximize the returns from equity investments ensuring better returns compared to broader indices Refund of annual subscription charges if Saral Gyan Wealth-Builder portfolio underperform major indices like Sensex or Nifty for entire calendar year YOU PLANT WE NURTURE YOU HARVEST
  7. 7. An Offline Portfolio Management ServiceBUSINESS MODEL In a conventional PMS or a Mutual fund, the success of a portfolio is entirely depends upon the Portfolio Manager. However, in the case of an Offline PMS like Wealth-Builder the success of the portfolio depends on both the Portfolio manager and the Investor. The Portfolio manager creates and maintains a portfolio, while the investor will replicate the portfolio with discipline. Any new customer will be provided with an initial portfolio that he may need to replicate. As and when any changes are being made to the portfolio, the investor will be informed about the changes through a detailed report. The changes to the portfolio will be made only after the market hours, thereby giving sufficient time for the investor to take action. Continue… YOU PLANT WE NURTURE YOU HARVEST
  8. 8. An Offline Portfolio Management ServiceBUSINESS MODEL The Portfolio manager will start Wealth-Builder portfolio with an initial investment of INR 10 lacs (1 million). The investor will replicate the equity holdings by applying the original ratio of holdings to his/her portfolio allocation size. YOU PLANT WE NURTURE YOU HARVEST
  9. 9. An Offline Portfolio Management ServiceSERVICE SUITABILITY This service is suitable for investor’s who can… Allocate a minimum sum of INR 2 lac (0.2 million) towards equity investment using Wealth Builder Strictly adapt to the portfolio changes as suggested by Wealth-Builder Manager within a period of 2 days Understand the huge potential of small cap stocks and the risk associated with them Has the acceptance to high risk – high reward factor and have considerable risk tolerance Look at wealth building over the years and not on instant profits or short term gains YOU PLANT WE NURTURE YOU HARVEST
  10. 10. An Offline Portfolio Management ServiceINVESTMENT METHODOLOGY Invest in Hidden Gems & Value Picks: Wealth-Builder gives an opportunity to invest directly in Hidden Gems (Unexplored multibagger small cap stocks) and Value Picks (Mid stocks with plenty of upside potential). Saral Gyan Hidden Gems and Value Picks are outperforming major indices like Sensex & Nifty since the date of launch. Buy Low & Sell High: We will follow discipline approach of profit booking and buy stocks when they trade below their intrinsic value. We add new stocks which are grossly undervalued and offer scope for price appreciation. Focus on Long Term: Investing in equities can be risky but if invested for long term, equities can maximize returns compared to any other asset class. To take full advantage of this phenomenon, investments would be made with a long term perspective. YOU PLANT WE NURTURE YOU HARVEST
  11. 11. An Offline Portfolio Management ServiceINVESTMENT METHODOLOGY Early Entrance Advantage: Wealth-Builder gives an opportunity to have exposure in fundamentally strong and highly undervalued small/micro cap stocks. Mutual funds and Institutional investors can not have exposure in such stocks due to small size of the company but once company grows to a reasonable size, their entry into the stock yield maximum returns for early entrants. Growth over Value Investing: Wealth Builder will be an aggressive portfolio taking maximum exposure in mid cap followed by small cap stocks over large caps. Focus will be to maximize wealth by investing in business opportunities which are scalable and are part of emerging sectors. Market Factors: Short term market volatility can affect valuations of the portfolio but this will not affect decision to own fundamentally strong companies. YOU PLANT WE NURTURE YOU HARVEST
  12. 12. An Offline Portfolio Management ServicePORTFOLIO MANAGEMENT Portfolio will be managed considering below points: The maximum allocation to stocks not recommended by Saral Gyan as Hidden Gems, Value Picks and 15% @ 90 DAYS will not be more than 25% The maximum allocation to Hidden Gems is at 25% of the portfolio The maximum allocation to Value Picks is at 50% of the portfolio The maximum allocation to 15% @ 90 DAYS is at 50% of the portfolio The maximum limit of cash levels cannot exceed 60% of the portfolio Based on the market condition and in order to protect and maximize capital, portfolio manager can make changes to above clauses with proper communication to Wealth-Builder subscribers YOU PLANT WE NURTURE YOU HARVEST
  13. 13. An Offline Portfolio Management ServicePORTFOLIO UPDATES & ALERTS Change in Portfolio (Buying and Selling of new/existing stocks – if any) are done after market hours on any particular day. In such a case, changes in Portfolio will be communicated (over sms & email) to all Wealth Builder members prior to market opening next day. Updated portfolio will be shared with all the members during 1st and 3rd week of the month. Actual date will depend on portfolio reshuffle day during the month. All Wealth-Builder members are expected to replicate the updated portfolio within 2 days by selling existing stocks or buying new stocks or profit booking etc. YOU PLANT WE NURTURE YOU HARVEST
  14. 14. An Offline Portfolio Management ServiceDISCLAIMER This document is not for public distribution and has been furnished to you solely for your information and must not be reproduced or redistributed to any other person. This material is for the personal information of the authorized recipient only. The recommendation made herein does not constitute an offer to sell or soliciation to buy any of the securities. No representation can be made that recommendation contained herein will be profitable or that they will not result in loss. Information obtained is deemed to be reliable but do not guarantee its accuracy and completeness. Readers using this information contained in this document are solely responsible for their action. Saral Gyan Capital Services or its representatives will not be liable for the recipient investment decisions based on this report. Saral Gyan Capital Services directors, officers and employees or its affiliates may or may not hold positions in the companies/stocks mentioned herein. Saral Gyan Capital Services 159/B, Sadar Cantt, Jabalpur M.P - 482001 Website: www.saralgyan.in , www.saralgyan.com YOU PLANT WE NURTURE YOU HARVEST