33
Welcome to the Program Lets get Started !

Training Program Day 4.ppt

Embed Size (px)

Citation preview

  • Welcome to the Program

    Lets get Started !

  • Investment Opportunities at Sharekhan

  • The Sharekhan OfferingHow you can investValue Added ServicesWhat you can invest inResearch, Alerts, Linked DematOnline, Phone, Desktop, Share Shops

  • What you can Invest inEquities | Mutual Funds | IPOs | Investment Products | Commodities | Derivatives | Portfolio Management

  • Equities & IPOsTrade online: NSE, BSEOnline IPO ApplicationSMS Alerts Immediate execution, hassle-free

  • Mutual FundsOnline: Purchase, sale, redemption, STP or SIPEmail & SMS updatesFlexi SIP Mutual Fund Research reportsTop PicksIndustry UpdateFund for volatile timeWhats in Whats out

  • Investment ProductsTop Picks BasketStock Ideas from our ExpertsStock SIPSystematic Investment in set stocks every month Mutual Fund SIPSystematic Investments every monthMutual Fund- Flexi SIPSystematic Investments with flexibility of Daily, Weekly or Monthly investments

  • Commodities & DerivativesTrade in Derivatives BSE, NSE, MCX, NCDEXCutting-edge Analysis & Calculators for good returns

  • Portfolio Management: ProPrimeBottom up stock selection In-depth, independent fundamental research High quality companies with relatively large capitalizationDisciplined valuation approach applying multiple valuation measures Medium to long term vision, resulting in low portfolio turnover Fee StructureAsset Management Fee2.5% per annum charged quarterly Performance Fee 20% share of profits only after 15% hurdle is crossed at the end of fiscal year

  • Portfolio Management: ProTechUses technical analysis and derivatives to identify trading opportunitiesNifty ThriftyLong Short strategiesFocus on absolute returnsFee StructureAsset Management FeeNil Performance Fee 20% profit sharing on booked profits on quarterly basis.

  • How you can InvestOnline Trading: First Step | Classic | Fast TradeDesktop Terminal: TradeTigerPhone: Dial-n-TradeShareShops

  • First StepAccount for Beginners

  • Fast TradeInterface for Speedy Trade

  • Fast Trade Live, streaming quotesSpeedy Trade- no need to refresh screenPlus all features of Classic

  • TradeTigerAccount for Active Traders

  • Trade Tiger AccountStreaming quotes from NSE, BSE, MCX & NCDEXSingle Screen for Cash, Derivatives & Commodities tradingCustomize market watches by Scrips or SectorsInstant order/trade confirmations

  • Trade Tiger AccountTechnical tools: Moving Average, RSI or ROC Trade Reports, Turnover Reports, Net PositionOnline IPO/Mutual Fund Application Research Reports

  • Trade Tiger AccountBENEFIT FROM Trading with exposureDP to margin facilityShort-selling, BTSTInstant credit against sale After-hour order placement Back-up for Classic & Dial-n-trade

  • Dial-n-TradeService for Customers

  • Share Shops

  • DedicatedRelationship Manager

  • Dedicated Relationship ManagerFor customers with investment capability of over Rs 5 lakhAdvice on product choiceTimely ReportsTrade execution on behalf of Customers

  • Value Added ServicesRegular Updated Research ReportsLinked Demat Account

  • Timely Research

  • Investment Research AdviceStock IdeasStock UpdatesSector StrategyMarket Outlook

  • Trading Research AdviceIntra-day callsCTFT calls - overnight tradingMomentum callsSmart chart calls Tool: Day Traders hit listDaring Derivatives

  • ProductsClassicTrading ChannelsWeb Based (Streaming Quotes)

    Trading TerminalsClassic & Fast TradeOnline TradingCash, F&O, IPO, Mutual FundsD&T ServicesDail & Trade FacilityDemat AccountFreeDemat AccessOnline 24X7Bank AccountLinked Online * Max 3 BanksReportsOrder History,Ledger , Bills, SharesPortfolioCustomise Client PortfolioBTSTBuy Today Sell TommorowDP to MarginMargin Credit Against Shares in DPClient SupportCustomer Service FacilityCredit Against Shares SoldInstant Credit for TradingSIP FacilityStock SIP, MF SIP & Flexi SIPRM FacilityMinimum Margin or Stock Transfer of 3 Lacs

  • ProductsTrade TigerTrading ChannelsSoftware Based ( Real Time Trading)

    Trading TerminalsTrade Tiger , Classic & Fast TradeOnline TradingCash, F&O, IPO, Mutual FundsD&T ServicesDail & Trade FacilityDemat AccountFreeDemat AccessOnline 24X7Bank AccountLinked Online * Max 3 BanksReportsOrder History,Ledger , Bills, SharesPortfolioCustomise Client PortfolioBTSTBuy Today Sell TommorowDP to MarginMargin Credit Against Shares in DPClient SupportCustomer Service FacilityCredit Against Shares SoldInstant Credit for TradingSIP FacilityStock SIP, MF SIP & Flexi SIPRM FacilityMinimum Margin or Stock Transfer of 3 Lacs

  • One Time Charge750Margin5000Demat Charges1st year Free. 400 PA from 2nd YearExposureMargin X 4 times for Intra day & DeliverySettlement T+2Brokerage IntradayBuy 0.10% Sell 0.10%Brokerage DeliveryBuy 0.50% Sell 0.50%Other Statutory Charges ApplicableService Tax, STT, SEBI Turn Over Tax

  • One Time Charge1000Margin5000Demat Charges1st year Free. 400 PA from 2nd YearExposureMargin X 4 times for Intra day & DeliverySettlement T+2Brokerage IntradayBuy 0.10% Sell 0.10%Brokerage DeliveryBuy 0.50% Sell 0.50%Other Statutory Charges ApplicableService Tax, STT, SEBI Turn Over Tax

  • End of Day 4: Thank You