Transcript Document

P N VIJAY FINANCIAL
SERVICES PVT LTD
Portfolio
Management
Services-Equity
www.askpnvijay.com
Contents
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PNVF Credentials
Product Features
Pricing and Investment Style
Contacting PNVF
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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.
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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.
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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.
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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.
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…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.
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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.
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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.)
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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)
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Other charges
 Brokerage payable to broker.
 DP charges payable separately to the
Depository.
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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.
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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.
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Contact Us
 Email:
 SMS :
 Call:
[email protected]
PNVF to 56070
011-23350838/39
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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.
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