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P N VIJAY FINANCIAL SERVICES PVT LTD

P N VIJAY FINANCIAL SERVICES PVT LTD. Portfolio Management Services-Equity. Contents. PNVF Credentials Product Features Pricing and Investment Style Contacting PNVF. About PNVF. Promoted in May 1990, PN Vijay Financial Services Pvt Ltd (PNVF) is a SEBI-Authorized Portfolio Manager.

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P N VIJAY FINANCIAL SERVICES PVT LTD

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  1. P N VIJAY FINANCIAL SERVICES PVT LTD Portfolio Management Services-Equity www.askpnvijay.com

  2. Contents • PNVF Credentials • Product Features • Pricing and Investment Style • Contacting PNVF 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 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

  4. 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

  5. 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

  6. 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

  7. …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

  8. 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

  9. 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

  10. 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

  11. Other charges • Brokerage payable to broker. • DP charges payable separately to the Depository. www.askpnvijay.com

  12. 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

  13. 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

  14. Contact Us • Email: contact@askpnvijay.com • SMS : PNVF to 56070 • Call: 011-23350838/39 www.askpnvijay.com

  15. www.askpnvijay.com

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