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Sharegiants Wealth Advisors & Securities Pvt. Ltd.

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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Sharegiants Wealth Advisors & Securities Pvt. Ltd.

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  1. Sharegiants Wealth Advisors & Securities Pvt. Ltd. Towards your success!

  2. 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

  3. 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.

  4. 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.

  5. 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.

  6. Our diverse clientele • Retail • SME • HNIs • Corporates

  7. Our Services • Discreet Advisory Services • Stock Broking • Passive Portfolio Advisory Services • Call in advisory services

  8. Our Exposure Towards Sectors

  9. 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

  10. 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.

  11. 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

  12. 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

  13. 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

  14. 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.

  15. Contact info: Mr.RagavanRajkumar Director Landline : 022 6565 5003 Mobile : +91 96197 81791 Email: ragavanrajkumar@sharegiant.com ragavanrajkumar26@gmail.com WWW.SHAREGIANT.COM Thank You!

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