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P N VIJAY FINANCIAL SERVICES PVT LTD

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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P N VIJAY FINANCIAL SERVICES PVT LTD

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  1. P N VIJAY FINANCIAL SERVICES PVT LTD Mutual Funds

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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

  10. Fee Structure • PNVF does not charge any fees for managing fund portfolio • We receive commissions directly from the Fund House www.askpnvijay.com

  11. 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

  12. 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

  13. Contact Us • Email: contact@askpnvijay.com • SMS : PNVF to 56070 • Call : 011-23350838/9 www.askpnvijay.com

  14. www.askpnvijay.com

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