SRIA - Firm Profile

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SRIA - Firm Profile

  1. 1. The Caretaker of your WEALTH!!<br />Shri Rama Investment Advisory & Support Services<br />Shri Rama Investment Advisory & Support Services<br />1<br />
  2. 2. Agenda<br />Shri Rama Investment Advisory & Support Services<br />2<br />
  3. 3. Company Overview<br /><ul><li>SRIA – Established in 2000by Mr. T Ramabhadran, former MD of Sundaram Finance& Retired GM, International Banking, SBI
  4. 4. Provider of Holistic Wealth Management solutions to HNIs & NRIs
  5. 5. Personalized services with ultimate aim of Wealth Creation for our clients
  6. 6. Integrity & Trust - our Buzzwords!!
  7. 7. Wide gamut of Investment related services under one roof
  8. 8. Personalized services with utmost care….Investment Doctors!!
  9. 9. Caters to more than 60 clients : AUA of Rs 350 Million</li></ul>Shri Rama Investment Advisory & Support Services<br />3<br />
  10. 10. Shri Rama’s Pyramid of Investing<br />Shri Rama Investment Advisory & Support Services<br />4<br />
  11. 11. Services<br />Shri Rama Investment Advisory & Support Services<br />5<br />
  12. 12. Financial Planning<br /><ul><li>Understanding the client’s needs and objectives
  13. 13. Risk profiling & Asset Allocation
  14. 14. Regular Monitoring, Dynamic Reviews & Periodical Updates
  15. 15. Stringent Risk Management</li></ul>Shri Rama Investment Advisory & Support Services<br />6<br />
  16. 16. Mutual Fund Advisory <br />Shri Rama Investment Advisory & Support Services<br />7<br />Mutual Fund Advisory <br /><ul><li>Expert MF investment advisory services
  17. 17. Offering equity, debt, balanced and ELSS investment advisory services
  18. 18. Active monitoring of MF investments – Enabling Higher Yields
  19. 19. Periodical Review & Updates of MF portfolios</li></ul>Not just a Distributor of MF products, but a CARETAKER!!<br />
  20. 20. Portfolio Advisory<br />Shri Rama Investment Advisory & Support Services<br />8<br /><ul><li>Designing Investment Models comprising fixed income securities, Equities, MFs, Commodities to suit age, career, risk/liquidity preferences & tax status of clients
  21. 21. Expert in-house portfolio construction and restructuring team
  22. 22. Dynamic and Periodical Reviews of Portfolios
  23. 23. Generation of periodical reports
  24. 24. Superior Executional Capabilities & Strong Back office Support </li></ul>Consistently generating alpha returns over a period of 10 years<br />
  25. 25. Equity and Derivatives Services<br /><ul><li>Stock & Derivatives Trading – NSE, BSE
  26. 26. Tie up with leading Brokerage Houses in providing trading and depository services
  27. 27. IPO Advisory
  28. 28. Equity Advisory
  29. 29. Advice/Assistance in selection of shares
  30. 30. Execution of orders through online terminals
  31. 31. Close monitoring and churning of such investments on a discretionary basis in line with sectoral and scrip specific shifts</li></ul>Shri Rama Investment Advisory & Support Services<br />9<br />
  32. 32. Commodity & Alternate Asset Classes Advisory<br /><ul><li>Offering Advisory & Trading services on investments in commodities like Gold, Silver and Crude
  33. 33. Helps in diversifying the asset base of the clients and reap the benefits of asset diversification through commodities trading
  34. 34. Offering Real Estate Investment Services through tie-ups with realty funds of leading AMCs</li></ul>Shri Rama Investment Advisory & Support Services<br />10<br />
  35. 35. Support Services<br /><ul><li>Tax Planning, Preparation & filing of IT returns
  36. 36. Expert Insurance Advisory Services
  37. 37. Preparation of Capital Gains statements for taxation purpose
  38. 38. Strong Back Office Support in generation of review reports</li></ul>Shri Rama Investment Advisory & Support Services<br />11<br />
  39. 39. The Team<br /><ul><li>Mr. T Ramabhadran, CEO and Managing Partner: 50 years of experience in the field of Banking and Investments: Headed International Banking, SBI and former MD, Sundaram Finance.
  40. 40. Subash R, VP: IIM B Graduate: Experience in Commodities and Currency trading in global markets. His core expertise includes financial planning and portfolio management.
  41. 41. Ably assisted by a team of highly efficient dealers with a combined equity and derivative trading experience of more than 50 years</li></ul>Shri Rama Investment Advisory & Support Services<br />12<br />
  42. 42. Contact<br />Registered Office:<br />Shri Rama Investment Advisory & Support Services<br />15, Sixth Street, Nandanam Extension,<br />Chennai 600035.<br />India.<br />Ph: 91-044-24335067/24321387/42066755(Fax)<br />Email: contact@shriramawealth.com<br />Shri Rama Investment Advisory & Support Services<br />13<br />

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