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

Sharekhan Sales Presentation

  • 1.
    Are you Tigerish about your Investments ? Now is a good time to start!
  • 2.
    Why you shouldInvest Highest returns in the long run An SIP of Rs. 1000 pm in HDFC Top 200 Growth scheme Started in Oct’98 would have become 4.36 lacs in 10 years(Oct’08) A return of 22% year on year Easy liquidity, tax benefits Protection against high inflation
  • 3.
  • 4.
    The Sharekhan OfferingHow you can invest Value Added Services What you can invest in Research, Alerts, Linked Demat Online, Phone, Desktop, Share Shops
  • 5.
    What you canInvest in Equities | Mutual Funds | IPOs | Investment Products | Commodities | Derivatives | Portfolio Management
  • 6.
    Equities & IPOsTrade online: NSE, BSE Online IPO Application SMS Alerts Immediate execution, hassle-free Stock SIP Systematic Investment in stocks (daily, weekly or monthly) What you can invest in
  • 7.
    Mutual Funds Online:Purchase, sale, redemption, STP or SIP Email & SMS updates Mutual Fund SIP Systematic Investments every month Mutual Fund- Flexi SIP Systematic Investments with flexibility of Daily, Weekly or Monthly investments Mutual Fund Research reports Top Picks Industry Update Fund for volatile time What’s in – What’s out Mutual Fund investment made easy What you can invest in
  • 8.
    Advisory Products Whatyou 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.
    Commodities & DerivativesTrade in Derivatives – BSE, NSE, MCX, NCDEX Cutting-edge Analysis & Calculators Derivatives and commodities Guide for beginners What you can invest in
  • 10.
    Portfolio Management: ProPrimeBottom up stock selection In-depth, independent fundamental research High quality companies with relatively large capitalization Disciplined valuation approach applying multiple valuation measures Medium to long term vision, resulting in low portfolio turnover Fee Structure Asset Management Fee 2.5% per annum charged quarterly Performance Fee 20% share of profits only after 15% hurdle is crossed at the end of fiscal year What you can invest in Minimum investment: Rs 10 lakhs, 6-months lock-in
  • 11.
    Portfolio Management: ProTechUses technical analysis and derivatives to identify trading opportunities 4 Schemes Nifty Thrifty Beta Portfolio Star Nifty Trailing Stops Long Short strategies Focus on absolute returns Fee Structure Asset Management Fee Nil Performance Fee 20% profit sharing on booked profits on quarterly basis. What you can invest in Minimum investment: Rs 5 lakhs, 6-months lock-in
  • 12.
    How you canInvest Online Trading: First Step | Classic | Fast Trade Desktop Terminal: TradeTiger Phone: Dial-n-Trade ShareShops
  • 13.
    First Step Accountfor Beginners How you can invest: Online Trading Start investing with just Rs 5,000 per month!
  • 14.
    First Step Account Learn the stock market basics Start investing with just Rs 5,000! Get: FirstStep Kit with a free booklet and a comic book Invitation to a FREE Seminar How you can invest: Online Trading
  • 15.
    Classic Account forLong-term Investors Reap the profits of staying invested long-term How you can invest: Online Trading
  • 16.
    Classic Account Instant Order execution Trade in Equities, Mutual Funds, IPOs, Derivatives Place after-market hour trades Paperless transaction- seamless movement of shares and funds Customizable Market Watch Portfolio Monitoring Tool Digital contracts - easy storage Instant fund transfer- online tie-up with 11 banks How you can invest: Online Trading Integrated 3-in-1 Account: Trading/Demat/Bank Linkage HDFC Bank OBC IDBI Bank CITI Bank Axis Bank Indusind Bank Union Bank of India ICICI Bank YES Bank Bank of India Centurion Bank of Punjab
  • 17.
    Classic Account Get Regular Research Reports Daily Stock Updates and Market Watch Stock Ideas and Top Picks Monthly Valueline Magazine Get regular updates and Alerts Mobile Alerts Alerts of new IPOs and Mutual Funds How you can invest: Online Trading
  • 18.
    Fast Trade Interfacefor Speedy Trade Never miss out on a profit opportunity How you can invest: Online Trading
  • 19.
    Fast Trade Live, streaming quotes Speedy Trade- no need to refresh screen Plus all features of Classic How you can invest: Online Trading
  • 20.
    TradeTiger Account forActive Traders Trade like a Pro How you can invest: Desktop Terminal
  • 21.
    Trade Tiger AccountStreaming quotes from NSE, BSE, MCX & NCDEX Single Screen for Cash, Derivatives & Commodities trading Customize market watches by Scrips or Sectors Instant order/trade confirmations Integrated 3-in-1 Account: Trading/Demat/Bank Linkage How you can invest: Desktop Terminal
  • 22.
    Trade Tiger AccountTechnical tools: Moving Average, RSI or ROC Trade Reports, Turnover Reports, Net Position Online IPO/Mutual Fund Application Research Reports How you can invest: Desktop Terminal
  • 23.
    Trade Tiger AccountBENEFIT FROM Trading with exposure DP to margin facility Short-selling, BTST Instant credit against sale After-hour order placement Back-up for Classic & Dial-n-trade How you can invest: Desktop Terminal
  • 24.
    Dial-n-Trade Service forCustomers Trade over phone from anywhere in India How you can invest: Phone
  • 25.
    Dial-n-Trade Toll-free &Local Number Unlimited no. of calls Secure authentication process Easy Fund Transfer Research Reports Access Account details over phone Order placement for Cash, Derivatives, IPO and mutual funds How you can invest: Phone
  • 26.
    Share Shops Accessover 800 Share Shops across India How you can invest: Share Shops
  • 27.
    Share Shops Over900 Share Shops across 300 cities Shops have Trading Terminals with Dealers Personalized Service Access to Relationship Manager How you can invest: Share Shops
  • 28.
    Dedicated Relationship ManagerHow you can invest: Relationship Manager Personalized Services for You. 24x7.
  • 29.
    Dedicated Relationship ManagerFor customers with investment capability of over Rs 5 lakh Advice on product choice Timely Reports Trade execution on behalf of Customers How you can invest: Relationship Manager
  • 30.
    Value Added ServicesRegular Updated Research Reports Adviseline Pattern Finder Linked Demat Account
  • 31.
    Timely Research Ideasfor making informed investment decisions Value Added Services: Research
  • 32.
    Investment Research AdviceStock Ideas Stock Updates Sector Strategy Market Outlook Value Added Services: Research
  • 33.
    Trading Research AdviceIntra-day calls CTFT calls Momentum calls Smart chart calls Tool: Day Trader’s hit list Daring Derivatives Value Added Services: Research
  • 34.
    Our Research PublicationsValueGuide Magazine (Monthly) Top Picks (Monthly) Commodities Watch (Monthly) Value Added Services: Research Accessible via email, print, mobile and online at Sharekhan.com
  • 35.
    Adviseline A subscriptionbased service which help you to benefit from Sharekhan’s advisory products. These products will be delivered to you through Phone Email SMS The Advisory products that can be availed from Adviseline are: Value Added Services: Adviseline Smart Trade Portfolio Run by the Sharekhan Advisory Team Comprises of delivery calls based on market information/pulse. Ideal for Short-term Investor looking for aggressive returns with medium risk Aggressive but no leverage Actively managed Top Picks Basket Compilation of 12 Best Stock Ideas from the Sharekhan basket released monthly Ideal for every Investor with a time horizon of more than 1 year Quality Stock Selection for long term & medium term Stock Ideas Aimed at investors Presents our stock pick and discusses reasons for the same. Comes with a price target and a time frame over which gains can be materialized Monthly, Quarterly and Annual Subscription packages
  • 36.
    Pattern Finder Sharekhan,in association with Recognia Inc, brings to you - PatternFinder Automates the process of spotting patterns across stocks and indices by scanning stocks every night, and throws up charts, patterns and forecasts prices. Delivers trading opportunities for you. Delivers this information to you via SMS and email alerts, before the market opens the next day. Value Added Services: Pattern Finder
  • 37.
    Linked Demat AccountSmooth and convenient transactions Secure and hassle-free Demat/Remat and Repurchase Pledge and Transmission Facilities Value Added Services: Linked Demat Account
  • 38.