P n vijay financial services pvt ltd
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P N VIJAY FINANCIAL SERVICES PVT LTD. Mutual Funds. Risk In Mutual Funds. Equity Funds - uncertainty in the stock market - competence of fund managers Debt Funds -movements in interest rates -inflation and the state of the economy. About PNVF.

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P N VIJAY FINANCIAL SERVICES PVT LTD

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P N VIJAY FINANCIAL SERVICES PVT LTD

Mutual Funds


Risk In Mutual Funds

  • Equity Funds

    - uncertainty in the stock market

    - competence of fund managers

  • Debt Funds

    -movements in interest rates

    -inflation and the state of the economy

www.askpnvijay.com


About PNVF

  • Promoted in May 1990, PN Vijay Financial Services Pvt Ltd (PNVF) is a SEBI-Authorized Portfolio Manager.

  • P N Vijay, the promoter of PNVF is a well known Investment Analyst with an experience of over 37 years in the financial sector.

  • Started career at SBI, moved on to ANZ Grindlays, and served as VP and Country Head, Merchant Banking at Citibank.

www.askpnvijay.com


PNVFCredentials

  • Corporate Office in New Delhi and a network of officers all over India.

  • Qualified professionals well versed in latest techniques of investment analysis.

  • Latest communication and automation systems with access to real time data.

  • Close links with Corporates and leading market players.

www.askpnvijay.com


Mutual Funds Product

PNVF offers a product that will manage and monitor your Mutual Funds portfolio -minimizing risk and maximizing returns.

It will be integrated into the overall wealth management of the client.

www.askpnvijay.com


Mutual Fund Choices

Wide range of products to choose from:

  • Equity Mutual Funds-Diversified, Sector specific, Tax saving and Index.

  • Debt Mutual Funds-Income, Short term, Medium term , Floating rate, Gilt fund.

  • Hybrid Funds

    -Equity oriented- Balanced fund.

    -Debt oriented -Monthly Income plan.

www.askpnvijay.com


How It Works-Initial Stage

  • Client defines his investment goals

  • PNVF designs a mutual fund portfolio based on his investment objectives.

  • PNVF will implement the agreed upon strategy to optimize his portfolio returns.

  • If client has an existing MF portfolio, it will be analyzed using a proprietary valuation model and a churn strategy evolved.

www.askpnvijay.com


How It Works- Post Investment

  • Continuous monitoring of the performance and progress of portfolio.

  • Refine strategy if required and portfolio rebalancing.

  • Prompt implementation of the strategy so that the money does not stay idle.

www.askpnvijay.com


Procedures

  • Client will provide the list of Mutual he has.

  • The RM will discuss his risk profile and investment needs.

  • PNVF will decide the strategy for investments.

  • RM will implement strategy along with the client.

  • The Mutual Fund portfolio will be tracked on the Mutual Fund Tracker software.

  • Portfolio will be tracked monthly and reports provided to client.

www.askpnvijay.com


Fee Structure

  • PNVF does not charge any fees for managing fund portfolio

  • We receive commissions directly from the Fund House

www.askpnvijay.com


Tax Implications

Debt Mutual Funds

  • The dividend is fully tax exempt in the hands of investor.

  • Dividend distribution tax at the rate of 12.5% is deducted by Mutual Fund Houses.

  • TDS applicable on Long term Capital Gain is 20%.

  • TDS applicable on Short term Capital Gain is 30%.

www.askpnvijay.com


Tax Implications

Equity Mutual Funds

  • The dividend is fully tax exempt in the hands of investor.

  • The long term capital gains are also tax exempt.

  • Only short term capital gains tax is applicable at 15%.

www.askpnvijay.com


Contact Us

  • Email: [email protected]

  • SMS : PNVF to 56070

  • Call : 011-23350838/9

www.askpnvijay.com


www.askpnvijay.com


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