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Sharegiants Wealth Advisors & Securities Pvt. Ltd. Towards your success!. Who are we?. The company originally incorporated as Sharegiants Wealth Advisors Pvt. Ltd.in 2008

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Presentation Transcript
who are we
Who are we?

The company originally incorporated as Sharegiants Wealth Advisors Pvt. Ltd.in 2008

Sharegiants Wealth Advisors & Securities Pvt. Ltd. [SWAS] comes as an answer to those who would like to grow exponentially on the crest of stock market

  • We’re a team of passionate Investment Managers &

Technical & Fundamental Analysts based in Mumbai.

  • Average team member experience - 9 years.
  • Year of incorporation - 2012
our goals
Our Goals
  • 1000 clients within 1 year & 5000 within the next 3

years.

  • Incorporating Limited company by 2016 to

accommodate an investor base of 5000.

  • To create an asset base of INR 100Crs. in the next

3 – 5 years.

our goals contd
Our Goals contd.
  • To establish branches in tier 2 cities within the next 3

years.

  • To create a client base of 5,000 in Mumbai.
  • To create a client base of 10,000 in Maharashtra by

2015.

leadership @ swas
Leadership @ SWAS
  • The firm is headed by Technical Analyst and Fund Manager Mr. RagavanRajkumar.
  • He has been in the industry for the past 10 years & has

INR 26 cr in AUM.

  • He is managing portfolio of 56 clients worth INR 22 Cr
  • Strengths – Experience, consistent growth of AUM &

ROI & strong ethics.

our diverse clientele
Our diverse clientele
  • Retail
  • SME
  • HNIs
  • Corporates
our services
Our Services
  • Discreet Advisory Services
  • Stock Broking
  • Passive Portfolio Advisory Services
  • Call in advisory services
our offer
Our Offer

We would like to list down our customized offering to you that goes.A)  We Allocate funds according to Risk profiling Questionnaire ( RPQ ) Results

B) Our Endeavour is to deliver 18 % P.A

C) Opportunity is Profit Gain can Go to Sky-High with Diversified investment

how do you benefit from our service
How do you benefit from our Service?

Your trading/investment in stock market is tailored after a thorough research backed by the expertise

An experienced team ensure your positions are tracked, monitored and optimized at all times

Technical Research across a broad selection of investment

Complete account access and Portfolio Transparency.

how ppas works
How PPAS Works?

• A Disciplinary Investment Process

• The Company’s main investment is in Equity Market

• The Company’s main focus is on reducing the risk

without leveraging client’s investment & safe guarding

the principal even during the worst market phase.

• The positions will seek to achieve returns through broad participation in Large Cap and Quality Mid Cap stocks

how ppas works contd
How PPAS Works? contd.

Execution will be done by client only.

Always be with the stocks which are in up trend or in bottoming out phase.

Trade in your existing Demat and Trading account

There is no lockin period as positions are created in your existing trading account only, withdraw amount anytime when you need it

customerized solution for clients
CUSTOMERIZED SOLUTION FOR CLIENTS

Concentrate on your office/job

Less trading, more earning

No overtrading

Stocks will be pick according to Risk Profiling Questionnaire Category

Portfolio will be diversified to Reduce Risk

service charges
Service Charges

For PPAS We Charge 6 % P.A. Upfront on Investment Capital Amount

For Call In Services (Derivatives ) We Charge Rs 60,000/- + 12.36% Service Tax = Rs. 67,416/- For 6 Months

For Discreet Advisory We Charge Rs 45,000/- + 12.36% Service Tax = Rs. 50562/- ( 30 To 40 Approximately delivery Calls will be provided ) In 4 to 6 months span.

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Contact info:

Mr.RagavanRajkumar

Director

Landline : 022 6565 5003

Mobile : +91 96197 81791

Email: [email protected]

[email protected]

WWW.SHAREGIANT.COM

Thank You!

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