ProTech uses the knowledge of technical analysis and the power of derivative markets to identify trading opportunities in the market. The ProTech line of products is designed around various risk/reward/volatility profiles for different kinds of investment needs.
| Why Invest? |
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Different products (Schemes) based on Risk-Reward for different types of investor having different time horizon of investment & Return expectation. |
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Apart from fundamental analysis, a successful investor can take a market view based on technical analysis & power of derivatives for ‘Timing the market’. |
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If you want to be ahead in the race of timing the market correctly, then. |
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ProTech PMS is the option for you. So far we are the first company to come out with this kind of PMS in India based on Technical Analysis. (Momentum theory & Elliot wave principle). |
| PRODUCT APPROACH |
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We have designed all our ProTech products to try to earn returns both in rising & falling markets by making Long & Short in Index/Stock futures on the basis of market view. |
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Focus on absolute returns:
The objective of the product is to try and achieve returns in all market conditions i.e. bullish as well as bearish by trading on both the long and short side of the market. Therefore the focus is on generating absolute returns with the use of different trading strategies over a period of time. |
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Timing the market:
Trading or investing with discipline & also following certain strategies is essential in stock market. ‘Timing the stock Market’ to correct entry & exit points is required and this can be determined through Technical analysis. We are picking the Stocks/Nifty before the inflection points in their trading cycles. |
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Money Management rules will be in place:
The proportion of Weightage given for particular product (schemes) and particular Stock/Nifty as well is taken care while making investment based on market view. |
PRODUCT CHARACTERISTICS
Nifty based products for low impact cost and low product volatility
To earn returns both in rising & falling markets.
Trading in futures markets to allow for active risk protection using trailing stop losses.
Products Details |
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Minimum Investment : Rs 25 lakhs |
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AMC Fees : 0% AMC fees, 0.05% brokerage for derivatives, 20% profit sharing on booked profits on a quarterly basis. |
| Reporting: Fortnightly reporting of Portfolio Net Worth, Monthly reporting of Portfolio Holdings / Transactions. |
| Quarterly reporting of Portfolio Holdings / Transactions through courier. |
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Nifty Thrifty
Nifty Thrifty: Nifty futures will be bought and sold on the basis of an automated trading system generated calls to go long/short. The exposure will never exceed the value of the portfolio i.e. no leveraging; but will allow us to be short/hedged in Nifty in falling markets therefore allowing the client to earn irrespective of the market direction.
Trailing Stops Trailing Stops: Momentum trading techniques are used to spot short-term momentum of 5-10 days in stocks and stock/Index futures. Trailing stop loss method of risk management or profit protection is used to lower the portfolio volatility and maximize returns. Trading opportunities are explored both on the long side and short side as the market demands to get the best of both upward and downward trends. Protech Diversified Diversified: Protech Diversified is a systematic trading portfolio with an investment philosophy to generate absolute returns irrespective of market direction by adopting a long short strategy on a basket of stock futures and index futures with no human intervention. This will be done in diversified manner by investing in Nifty, Bank Nifty and 10 Stocks. |
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| ProPrime Investing (Diversified Equity) |
ProPrime uses in-depth independent fundamental research through primary analysis in high-quality companies.
DIVERSIFIED EQUITY PMS ProPrime (Fundamental): This is for long-term investors with a moderate-risk appetite. The portfolio consists of a blend of quality blue chip stocks and growth (midcap) stocks. This ensures a balanced portfolio with a relatively medium-risk and good growth potential.
| Why Invest? |
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Funds managed by a dedicated Fund Manager |
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In-depth, independent fundamental research |
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Creation and Managing a Diversified Equity Portfolio |
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High quality companies with relatively large capitalization |
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Medium to long term vision, resulting in low portfolio turnover |
Product Specifications |
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Minimum Investment : Rs 25 lakhs - Resident Individuals
Minimum Investment : Rs 25 lakhs - Non Resident Individuals |
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AMC Fees : Charges: 2.5 % p.a, AMC fees charged every quarter, 0.5% brokerage, 20% profit sharing after 15% hurdle crossed end of every fiscal. |
| You can access your portfolio through branches or franchisees for services. |
| Daily NAV can be viewed online. |
| Quarterly reporting of portfolio holdings/ transaction. |
| Reporting: Access to website showing client holding & quarterly reporting of Portfolio Holdings / Transaction |
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