Minimum investment amount for ProTech PMS is Rs 25 lakhs


 

The current market condition is much like a rollercoaster ride, often alternating between thrill and fear. In times like these, you cannot afford to be complacent or greedy about your assessment of markets.

What you need to do id to identify a sweet spot that gives you a fixed absolute return that is neither below market rates nor far above market rates year after year.
Getting such an absolute return, irrespective of market conditions, is the key to finding happiness in wealth creation.
Presenting ProTech PMS, the premier Portfolio Management Service from Sharekhan.

If you have more than Rs 25 lakh to invest and are looking for a performance-focused product, ProTech is the answer for you.

 

Minimum Amount in PMS
(as prescribed by SEBI) - Rs. 25 Lacs

1| Focus on absolute returns:
Our Long-short strategies in Index/stock futures and index oriented funds ensure the perfect hedge against high market levels.

2| We charge fees only on profits We charge fees only when you make a profit. ProTech PMs has zero AMC or maintenance charges.

3| Systematically timing the market: ProTech works by timing the stock market using technical analysis. This is done by picking Stocks/Nifty before the infection points in their trading cycles.

4| Disciplined approach: While making investments based on market view, care is taken to maintain proportion of weightage for particular product and particular Stock/Nifty.

5| Product Range: ProTech PMS has a range of 4 product schemes to choose from based on your risk-return appetites. You can choose between an automated model and a portfolio managed by our fund managers.

BEACON FUND:

BEACON FUND
Date Sensex
01/02/2006 10.00 9859.26
29/04/2009 19.43 11403.25
Returns (%) 94.30 15.66
How it works: Our first product to be based completely on a mathematical model with zero human intervention. This product has come out of its fifth draw-down period (in 28 years of back testing) and the net asset value (NAV) is taking off to new heights.
Beta portfolio:

BETA PORTFOLIO
Date Sensex
03/08/2007 10.00 15138.40
29/04/2009 13.81 11403.25
Returns (%) 38.10 -24.67
How it works: Our product for positional trading with a long and short model investing in plain vanilla stock futures. In this, we identify stocks with greater risk-reward ratios with a time horizon of 1 to 2 months, based on the prevalent market situation.
Trailing Stops:

TRAILING STOPS
Date Sensex
20/10/2007 10.00 17559.98
24/04/2009 15.32 9708.50
Returns (%) 43.50 -35.06
For those focused on regular short-term returns.

How it works: The trading strategy is to buy short-term momentum over a time frame of 1 to 5 days and then book small profits consistently.


Registered Office: Sharekhan Limited, 10th Floor, Beta Building, Lodha iThink Techno Campus, Off. JVLR, Opp. Kanjurmarg Railway Station, Kanjurmarg (East), Mumbai – 400 042, Maharashtra. Tel: 022 - 61150000. Sharekhan Ltd.: SEBI Regn. Nos. BSE Cash-INB011073351; F&O-INF011073351; NSE – INB/INF231073330; CD - INE231073330; MCX Stock Exchange: CD - INE261073330; United Stock Exchange: CD - INE271073350; DP: NSDL-IN-DP-NSDL-233-2003; CDSL-IN-DP-CDSL-271-2004; PMS INP000000662; Mutual Fund: ARN 20669. Commodity trading through Sharekhan Commodities Pvt. Ltd.: MCX-10080; (MCX/TCM/CORP/0425); NCDEX -00132; (NCDEX/TCM/CORP/0142); for any complaints email at igc@sharekhan.comDisclaimer: Client should read the Risk Disclosure Document issued by SEBI & relevant exchanges and Do’s & Don’ts by NCDEX, and the T & C on www.sharekhan.combefore investing.