Managed Future - Portfolio Mangement Service (PMS)
Ashwani Gujral investment & Portfolio Management Pvt. Ltd. is one of the leading technical analysis firm with over a decade of experience. Ashwani Gujral Investment & Portfolio Management Pvt. Ltd. comes as an answer to those who would like to grow exponentially on the crest of stock market, with backing of an expert. We, at Ashwani Gujral Investment & Portfolio Management Pvt. Ltd. measure our success through the success of our clients.
How do you benefit from our Service?
- Your trading/investment in stock market is tailored after a thorough research backed by the expertise from the well known technical analyst Mr. Ashwani Gujral
- An experienced team ensure your positions is tracked, monitored and optimized at all times
- A Relationship Manager will ensure that you receive all the services related to your trading/investment needs.
- A customer services desk allows you to keep a tab on your positions performance
- Objective of the service is to get 10% PM
Key Features
- Your capital will be diversified into Equity Market, Gold Market in form of Gold Bees and in Future Market in form of Nifty Future / Bank Nifty Future
- The positions will seek to achieve returns through broad participation in Nifty Future and Bank Nifty Future
- Nifty Future and Bank Nifty Future are dominant players of the stock market.
- This service is different from long only products (PMS, Mutual Funds & Various Insurance Products) available in the market, where you will get return only when market see uptrend. This service is specifically designed so that you will get the benefit of Long (Equities / Futures) and Short (Futures) on your investments.
There are two ways by which you can subscribe our services
| Managed Future - Discretionary PMS | Managed Future - Non Discretionary PMS | |
|---|---|---|
| Minimum Capital | 25 Lakh | 25 Lakh |
| Broker | Religare Securities Ltd. (1103 Branch) | Religare Securities Ltd. (1103 Branch) |
| Bank Account | HDFC Bank | Any Bank |
| Trade Advice | No advice provided to client | Advice will be provided to client over phone |
| Execution of Trades | Execution of Trades will be performed by Portfolio Manager | Execution of Trades will be performed by Client |
| Advantage | Hassle Free Trading, Portfolio Manager will operate your account | Instant Trade Confirmations and client will control Trading account |
| Service Charges | 1,00,000 for 1 Year | 1,00,000 for 1 Year |
for more details and subscription related queries, please feel free to get in touch with us at +91-9871066337, +91-124-4046641 or send us an email at ashwani_gujral@yahoo.com
Regulatory Approval
Ashwani Gujral Investment & Portfolio Management Pvt. Ltd. is
a registered Portfolio Manager with Securities and Exchange Board
of India (SEBI) and is authorised to undertake Funds Management activities
for clients. These activities would be governed by Securities and
Exchange Board of India (Portfolio Managers) Rules and Regulations,
1993. SEBI Regisration No. of Ashwani Gujral Investment & Portfolio
Management Pvt. Ltd. is INP000004177, Valid till November 30, 2014.
Benefits for a client
- Your Funds are managed and monitored by a Authorised Portfolio Manager who is registered with a Regulatory body(SEBI).
- Details of Portfolio Manager can also be verified from SEBI
- The portfolio manager, before taking up an assignment of management of funds or portfolio of securities on behalf of the client, enters into an agreement in writing with the client, clearly defining the inter se relationship and setting out their mutual rights, liabilities and obligations relating to the management of funds or portfolio of securities, containing the details as specified in Schedule IV of the SEBI (Portfolio Managers) Regulations, 1993
- The portfolio manager will provide periodically reports to the client as and when required by the client