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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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Presentation Transcript

Risk in 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
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


Pnvf credentials
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
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
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
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
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
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
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
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 implications1
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
Contact Us

  • Email: contact@askpnvijay.com

  • SMS : PNVF to 56070

  • Call : 011-23350838/9

www.askpnvijay.com