Transcript Document
P N VIJAY FINANCIAL
SERVICES PVT LTD
Portfolio
Management
Services-Equity
www.askpnvijay.com
Contents
PNVF Credentials
Product Features
Pricing and Investment Style
Contacting PNVF
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 35
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
Why PNVF
A specialized research driven company with
Corporate Office in New Delhi and a
network of officers all over India
Portfolio managed personally by P.N. Vijay,
assisted by a team of professionals
Latest communication and automation
systems with access to real time data.
Close links with Corporates and leading
market players.
www.askpnvijay.com
Portfolio Advisory Service
Discretionary Portfolio Advisory Service.
Investment in Stocks.
Minimum Investible funds stock/cash: Rs 10
lacs/Rs.25 lacs depending on location.
Customized Portfolio designed after ascertaining the
risk return profile of the client.
Investment horizon of one year and above.
www.askpnvijay.com
How It Works…
The client provides information on his existing
holding of shares/cash available.
Based on his risk profile and return expectations, a
tailor made portfolio is designed.
Agreement prescribed by SEBI and necessary Broker
documents as per NSE are executed.
Arrangement is renewed automatically after a year.
www.askpnvijay.com
…How It Works
Based on the research and perception of
market forces and timing, buy/sell decisions
in stocks are taken.
The deliveries and payments are automatically
made to/from clients accounts.
Client receives monthly reports of the
portfolio incorporating performance,
portfolio details, dividend details, transactions
done etc.
www.askpnvijay.com
Documents
Portfolio Advisory Agreement setting out the
terms and the fee structure.
Disclosure Document
Individual client information form KYC.
Authority letter favoring PNVF to execute
transactions.
Account opening form with our designated Broker.
Depository opening form with our designated
depository.
www.askpnvijay.com
Fees…
Option 1
The advisory fees payable would be 2 percent (of
the value of the portfolio) per annum.
(2.5% for portfolio size under Rs 25 lacs.)
www.askpnvijay.com
Fees
Option 2
PNVF will receive as share profit 30% of the
profits in excess of 10% per annum. Profits would
mean the sum of realized gains, unrealized gains
and dividends received.
(The minimum size under this service is Rs 50 lacs)
www.askpnvijay.com
Other charges
Brokerage payable to broker.
DP charges payable separately to the
Depository.
www.askpnvijay.com
Client Reporting
An effective and prompt system of reporting is in place.
Monthly report contains:
Account performance summarizing returns generated in
the client’s portfolio.
Composition and the value of the portfolio- Description
of security, number of securities, value of each security
held in the portfolio.
Realised and unrealised income.
Transaction statement.
The Relationship Managers are constantly in touch with the
clients to understand their needs and get their feedback.
www.askpnvijay.com
Taxation
Dividend income is tax free in the hands of
investor.
Short term capital gains is taxed at 15% .
Long term capital gains attract no tax.
www.askpnvijay.com
Contact Us
Email:
SMS :
Call:
[email protected]
PNVF to 56070
011-23350838/39
www.askpnvijay.com
We realize your money matters to you.
It does for us too.
We commit to do our utmost so that
you get the best out of it.
www.askpnvijay.com