Sharekhan Sales Presentation


Published on

Published in: Economy & Finance, Business
  • send this presentation to me please Email id :
    Are you sure you want to  Yes  No
    Your message goes here
  • Whole sale Price Index (WPI) inflation for January 2013 positively moderated for the fourth straight month and slipped below 7.0% for the first time since December 2009, marking a three-year low. Headline WPI inflation stood at 6.6% yoy in January 2013 as compared to 7.2% yoy in the previous month as well as in January 2012. On a 3MMA basis, headline WPI inflation eased to 7.0% yoy as compared to 7.3% yoy in November 2012. Core inflation receded for the fifth straight month to 4.1% yoy as compared to 4.2% yoy in the previous month and 7.0% yoy in the corresponding period of the previous year.

    Are you sure you want to  Yes  No
    Your message goes here
  • hey i m preparing my project report nd this information is very helpful to me can u just mail it to me plz,
    Are you sure you want to  Yes  No
    Your message goes here
No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

Sharekhan Sales Presentation

  1. 1. Are you Tigerish about your Investments ? Now is a good time to start!
  2. 2. Why you should Invest <ul><li>Highest returns in the long run </li></ul><ul><ul><li>An SIP of Rs. 1000 pm in HDFC Top 200 Growth scheme </li></ul></ul><ul><ul><li>Started in Oct’98 would have become 4.36 lacs in 10 years(Oct’08) </li></ul></ul><ul><ul><li>A return of 22% year on year </li></ul></ul><ul><li>Easy liquidity, tax benefits </li></ul><ul><li>Protection against high inflation </li></ul>
  3. 3. Investment Opportunities at Sharekhan
  4. 4. The Sharekhan Offering How you can invest Value Added Services What you can invest in Research, Alerts, Linked Demat Online, Phone, Desktop, Share Shops
  5. 5. What you can Invest in <ul><li>Equities | Mutual Funds | IPOs | Investment Products | Commodities | Derivatives | Portfolio Management </li></ul>
  6. 6. Equities & IPOs <ul><li>Trade online: NSE, BSE </li></ul><ul><li>Online IPO Application </li></ul><ul><li>SMS Alerts </li></ul><ul><li>Immediate execution, hassle-free </li></ul><ul><li>Stock SIP </li></ul><ul><ul><li>Systematic Investment in stocks (daily, weekly or monthly) </li></ul></ul>What you can invest in
  7. 7. Mutual Funds <ul><li>Online: Purchase, sale, redemption, STP or SIP </li></ul><ul><li>Email & SMS updates </li></ul><ul><li>Mutual Fund SIP </li></ul><ul><ul><li>Systematic Investments every month </li></ul></ul><ul><li>Mutual Fund- Flexi SIP </li></ul><ul><ul><li>Systematic Investments with flexibility of Daily, Weekly or Monthly investments </li></ul></ul><ul><li>Mutual Fund Research reports </li></ul><ul><ul><li>Top Picks </li></ul></ul><ul><ul><li>Industry Update </li></ul></ul><ul><ul><li>Fund for volatile time </li></ul></ul><ul><ul><li>What’s in – What’s out </li></ul></ul>Mutual Fund investment made easy What you can invest in
  8. 8. Advisory Products What you can invest in Fundamental - Stock Ideas - Market Strategy - View Point Technical - Trading Calls - Day Traders Hit List - Smart Charts Portfolio - Portfolio Doctor Fundamental - Top Picks portfolio - 123 portfolio - Mutual Fund Portfolio Technical - Momentum portfolio - Nifty Portfolio Derivatives - Derivatives Portfolio Sharekhan advise and recommendations Sharekhan run products and Portfolio
  9. 9. Commodities & Derivatives <ul><li>Trade in Derivatives – BSE, NSE, MCX, NCDEX </li></ul><ul><li>Cutting-edge Analysis & Calculators </li></ul><ul><li>Derivatives and commodities Guide for beginners </li></ul>What you can invest in
  10. 10. Portfolio Management: ProPrime <ul><li>Bottom up stock selection </li></ul><ul><li>In-depth, independent fundamental research </li></ul><ul><li>High quality companies with relatively large capitalization </li></ul><ul><li>Disciplined valuation approach applying multiple valuation measures </li></ul><ul><li>Medium to long term vision, resulting in low portfolio turnover </li></ul><ul><li>Fee Structure </li></ul><ul><ul><li>Asset Management Fee </li></ul></ul><ul><ul><ul><li>2.5% per annum charged quarterly </li></ul></ul></ul><ul><ul><li>Performance Fee </li></ul></ul><ul><ul><ul><li>20% share of profits only after 15% hurdle is crossed at the end of fiscal year </li></ul></ul></ul>What you can invest in Minimum investment: Rs 10 lakhs, 6-months lock-in
  11. 11. Portfolio Management: ProTech <ul><li>Uses technical analysis and derivatives to identify trading opportunities </li></ul><ul><li>4 Schemes </li></ul><ul><ul><li>Nifty Thrifty </li></ul></ul><ul><ul><li>Beta Portfolio </li></ul></ul><ul><ul><li>Star Nifty </li></ul></ul><ul><ul><li>Trailing Stops </li></ul></ul><ul><li>Long Short strategies </li></ul><ul><li>Focus on absolute returns </li></ul><ul><li>Fee Structure </li></ul><ul><ul><li>Asset Management Fee </li></ul></ul><ul><ul><ul><li>Nil </li></ul></ul></ul><ul><ul><li>Performance Fee </li></ul></ul><ul><ul><ul><li>20% profit sharing on booked profits on quarterly basis. </li></ul></ul></ul>What you can invest in Minimum investment: Rs 5 lakhs, 6-months lock-in
  12. 12. How you can Invest <ul><li>Online Trading: First Step | Classic | Fast Trade </li></ul><ul><li>Desktop Terminal: TradeTiger </li></ul><ul><li>Phone: Dial-n-Trade </li></ul><ul><li>ShareShops </li></ul>
  13. 13. First Step <ul><li>Account for Beginners </li></ul>How you can invest: Online Trading Start investing with just Rs 5,000 per month!
  14. 14. First Step Account <ul><li>Learn the stock market basics </li></ul><ul><li>Start investing with just Rs 5,000! </li></ul><ul><li>Get: </li></ul><ul><ul><li>FirstStep Kit with a free booklet and a comic book </li></ul></ul><ul><ul><li>Invitation to a FREE Seminar </li></ul></ul>How you can invest: Online Trading
  15. 15. Classic <ul><li>Account for Long-term Investors </li></ul>Reap the profits of staying invested long-term How you can invest: Online Trading
  16. 16. Classic Account <ul><li>Instant Order execution </li></ul><ul><li>Trade in Equities, Mutual Funds, IPOs, Derivatives </li></ul><ul><li>Place after-market hour trades </li></ul><ul><li>Paperless transaction- seamless movement of shares and funds </li></ul><ul><li>Customizable Market Watch </li></ul><ul><li>Portfolio Monitoring Tool </li></ul><ul><li>Digital contracts - easy storage </li></ul><ul><li>Instant fund transfer- online tie-up with 11 banks </li></ul>How you can invest: Online Trading Integrated 3-in-1 Account: Trading/Demat/Bank Linkage <ul><ul><li>HDFC Bank </li></ul></ul><ul><ul><li>OBC </li></ul></ul><ul><ul><li>IDBI Bank </li></ul></ul><ul><ul><li>CITI Bank </li></ul></ul><ul><ul><li>Axis Bank </li></ul></ul><ul><ul><li>Indusind Bank </li></ul></ul><ul><ul><li>Union Bank of India </li></ul></ul><ul><ul><li>ICICI Bank </li></ul></ul><ul><ul><li>YES Bank </li></ul></ul><ul><ul><li>Bank of India </li></ul></ul><ul><ul><li>Centurion Bank of Punjab </li></ul></ul>
  17. 17. Classic Account <ul><li>Get Regular Research Reports </li></ul><ul><ul><li>Daily Stock Updates and Market Watch </li></ul></ul><ul><ul><li>Stock Ideas and Top Picks </li></ul></ul><ul><ul><li>Monthly Valueline Magazine </li></ul></ul><ul><li>Get regular updates and Alerts </li></ul><ul><ul><li>Mobile Alerts </li></ul></ul><ul><ul><li>Alerts of new IPOs and Mutual Funds </li></ul></ul>How you can invest: Online Trading
  18. 18. Fast Trade <ul><li>Interface for Speedy Trade </li></ul>Never miss out on a profit opportunity How you can invest: Online Trading
  19. 19. Fast Trade <ul><li>Live, streaming quotes </li></ul><ul><li>Speedy Trade- no need to refresh screen </li></ul><ul><li>Plus all features of Classic </li></ul>How you can invest: Online Trading
  20. 20. TradeTiger <ul><li>Account for Active Traders </li></ul>Trade like a Pro How you can invest: Desktop Terminal
  21. 21. Trade Tiger Account <ul><li>Streaming quotes from NSE, BSE, MCX & NCDEX </li></ul><ul><li>Single Screen for Cash, Derivatives & Commodities trading </li></ul><ul><li>Customize market watches by Scrips or Sectors </li></ul><ul><li>Instant order/trade confirmations </li></ul>Integrated 3-in-1 Account: Trading/Demat/Bank Linkage How you can invest: Desktop Terminal
  22. 22. Trade Tiger Account <ul><li>Technical tools: Moving Average, RSI or ROC </li></ul><ul><li>Trade Reports, Turnover Reports, Net Position </li></ul><ul><li>Online IPO/Mutual Fund Application </li></ul><ul><li>Research Reports </li></ul>How you can invest: Desktop Terminal
  23. 23. Trade Tiger Account <ul><li>BENEFIT FROM </li></ul><ul><li>Trading with exposure </li></ul><ul><li>DP to margin facility </li></ul><ul><li>Short-selling, BTST </li></ul><ul><li>Instant credit against sale </li></ul><ul><li>After-hour order placement </li></ul><ul><li>Back-up for Classic & Dial-n-trade </li></ul>How you can invest: Desktop Terminal
  24. 24. Dial-n-Trade <ul><li>Service for Customers </li></ul>Trade over phone from anywhere in India How you can invest: Phone
  25. 25. Dial-n-Trade <ul><li>Toll-free & Local Number </li></ul><ul><li>Unlimited no. of calls </li></ul><ul><li>Secure authentication process </li></ul><ul><li>Easy Fund Transfer </li></ul><ul><li>Research Reports </li></ul><ul><li>Access Account details over phone </li></ul><ul><li>Order placement for Cash, Derivatives, IPO and mutual funds </li></ul>How you can invest: Phone
  26. 26. Share Shops Access over 800 Share Shops across India How you can invest: Share Shops
  27. 27. Share Shops <ul><li>Over 900 Share Shops across 300 cities </li></ul><ul><li>Shops have Trading Terminals with Dealers </li></ul><ul><li>Personalized Service </li></ul><ul><li>Access to Relationship Manager </li></ul>How you can invest: Share Shops
  28. 28. Dedicated Relationship Manager How you can invest: Relationship Manager Personalized Services for You. 24x7.
  29. 29. Dedicated Relationship Manager <ul><li>For customers with investment capability of over Rs 5 lakh </li></ul><ul><li>Advice on product choice </li></ul><ul><li>Timely Reports </li></ul><ul><li>Trade execution on behalf of Customers </li></ul>How you can invest: Relationship Manager
  30. 30. Value Added Services <ul><li>Regular Updated Research Reports </li></ul><ul><li>Adviseline </li></ul><ul><li>Pattern Finder </li></ul><ul><li>Linked Demat Account </li></ul>
  31. 31. Timely Research Ideas for making informed investment decisions Value Added Services: Research
  32. 32. Investment Research Advice <ul><li>Stock Ideas </li></ul><ul><li>Stock Updates </li></ul><ul><li>Sector Strategy </li></ul><ul><li>Market Outlook </li></ul>Value Added Services: Research
  33. 33. Trading Research Advice <ul><li>Intra-day calls </li></ul><ul><li>CTFT calls </li></ul><ul><li>Momentum calls </li></ul><ul><li>Smart chart calls </li></ul><ul><li>Tool: Day Trader’s hit list </li></ul><ul><li>Daring Derivatives </li></ul>Value Added Services: Research
  34. 34. Our Research Publications <ul><li>ValueGuide Magazine (Monthly) </li></ul><ul><li>Top Picks (Monthly) </li></ul><ul><li>Commodities Watch (Monthly) </li></ul>Value Added Services: Research Accessible via email, print, mobile and online at
  35. 35. Adviseline <ul><li>A subscription based service which help you to benefit from Sharekhan’s advisory products. </li></ul><ul><li>These products will be delivered to you through </li></ul><ul><ul><li>Phone </li></ul></ul><ul><ul><li>Email </li></ul></ul><ul><ul><li>SMS </li></ul></ul><ul><li>The Advisory products that can be availed from Adviseline are: </li></ul>Value Added Services: Adviseline <ul><ul><li>Smart Trade Portfolio Run by the Sharekhan Advisory Team </li></ul></ul><ul><ul><li>Comprises of delivery calls based on market information/pulse. </li></ul></ul><ul><ul><li>Ideal for Short-term Investor looking for aggressive returns with medium risk </li></ul></ul><ul><ul><li>Aggressive but no leverage </li></ul></ul><ul><ul><li>Actively managed </li></ul></ul><ul><ul><li>Top Picks Basket </li></ul></ul><ul><ul><li>Compilation of 12 Best Stock Ideas from the Sharekhan basket released monthly </li></ul></ul><ul><ul><li>Ideal for every Investor with a time horizon of more than 1 year </li></ul></ul><ul><ul><li>Quality Stock Selection for long term & medium term </li></ul></ul><ul><ul><li>Stock Ideas </li></ul></ul><ul><ul><li>Aimed at investors </li></ul></ul><ul><ul><li>Presents our stock pick and discusses reasons for the same. </li></ul></ul><ul><ul><li>Comes with a price target and a time frame over which gains can be materialized </li></ul></ul>Monthly, Quarterly and Annual Subscription packages
  36. 36. Pattern Finder <ul><li>Sharekhan, in association with Recognia Inc, brings to you - PatternFinder </li></ul><ul><ul><li>Automates the process of spotting patterns across stocks and indices by scanning stocks every night, and throws up charts, patterns and forecasts prices. </li></ul></ul><ul><ul><li>Delivers trading opportunities for you. </li></ul></ul><ul><ul><li>Delivers this information to you via SMS and email alerts, before the market opens the next day. </li></ul></ul>Value Added Services: Pattern Finder
  37. 37. Linked Demat Account <ul><li>Smooth and convenient transactions </li></ul><ul><li>Secure and hassle-free </li></ul><ul><li>Demat/Remat and Repurchase </li></ul><ul><li>Pledge and Transmission Facilities </li></ul>Value Added Services: Linked Demat Account