SAI INVESTMENT

Welcome to SAI INVESTMENT Breathe free in financial market by applying our financial
planning advice & help you in several ways in your life, monitoring. Financial Planning can help
you in several ways in your life; it will also help you to achieve your financial goal. Our current
focus currently is financial services. Currently we are dealing into franchisee handling of
renowned share broking companies. We are now also entered into the financial planning services
on full scale.

We will help you out to get familiar to EQUITY, COMMODITY, IPO, GOLD ETF,
CURRENCY & global equity instruments. There will be few outstanding & class mutual
funds. All together this will give balanced way of investments & positional trading.
We never invest or trade based on rumors or insider news, we follow money management
principles & disciplined investment strategy which is blended with technical analysis. We invest
selected 10 best stocks which we will like to invest money in at regular intervals. The
participant stocks will be change on YOY basis only

Portfolio Management Service (PMS)

The stock market is unpredictable. Investment in the market, therefore, requires time,
knowledge, and constant monitoring. It also needs a solid experience and strong research to
make the right decision. Even more importantly, you need to get the timing of the investment
right. It thus requires great expertise.
As a result, there are many who wish for an expert to help manage their investments. If you are
one among them, then Kotak Securities’ portfolio management services (PMS) is your answer
The business of portfolio management has never been an easy one. Managers have to ensure that
they deliver sizeable returns without compromising the safety.
Kotak Securities has over a decade’s experience in providing portfolio management services,
where we help you understand the way into the market.
At Kotak Securities, we use a transparent approach to investing your hard-earned money. You
will always be consulted, advised and informed of all your investments. Thus, you have total
control over your portfolio.
Portfolio Management services
Not sure of what stocks to buy or sell? Unable to keep all your investments in one place? Don’t
know how to make your money work for you? Our Portfolio Management Service with expert
advice is just the answer for your woes.

You appoint me personalized Portfolio Manager that allows you to create your portfolio online and match it agai
You need to register to create and access your personalized portfolio. You can change your password and u
password.

MEMORANDUM OF UNDERSTANDING

This MEMORANDUM OF UNDERSTANDING executed MUMBAI on this the ______day

of ______2017
FIRST PARTY, Mr. Ajay Kharat on behalf of M/S SAI INVESTMENT, having their office at
HARI OM APT.4TH FLOOR,ROOM NO.410,VIR SAVARKAR MARG VIRAR ( EAST)
401305. (Which expression shall include his executors, administrators, legal representatives,
successors etc.)
IN BETWEEN
SECOND PARTY, Mr. /
Mrs________________________________________________________________
._____________________________________________________________________________
___________
_____________________________________________________________________________
____________
Mobile
No._____________________________AlternateNo___________________________________
_____
(Which expression shall include his executors, administrators, legal representatives, successors
etc.)
AND WHEREAS the parties here to are desirous of recording the terms and condition of
their MEMORANDUM OF UNDERSTANDING in writing.

NOW THIS MEMORANDUM OF UNDERSTANDING WITNESSTH AS UNDER:-

The parties hereto record that this Memorandum of Understanding reflects the broad terms of
their Memorandum of Understanding and they agree to execute and signed a detailed Authority
Letter and such further documents in writing as may be required from to time to give effect to
the terms & conditions of this Memorandum of Understanding in the best possible way.

INTRODUCTION-;

This MEMORANDUM OF UNDERSTANDING has been made for the process of investment
strategy in share market of second party.
Second party has been agreed to pay remuneration / fees to first part as mutually agreed in
between them. First party agrees to help second party in the suggesting investment strategy

SCOPE OF WORK

1. Second party has been appointing first party for the suggesting investments strategy and
first party as committed to help the second party for the service & suggestion are given in Annex
I.

2. First party should complete their work within time as committed from the date of signing
this Memorandum of Understanding and the period will extended only if both parties will be
agreed.

3. Second party has agreed to pay 12000/- annual fees from the time of signing the
Memorandum of Understanding by both parties.Also with understanding of both parties.

OR.

Second party will also share______% of profit month to month if second party don’t want to
pay annual fees to first party. In this regard first party will issue receipt of acknowledgment time
to time.

4. First party shall be responsible if there is any misuse of data / information / personal
details of second parties email ID / contact numbers. Or any other data which will be access by
them for the purpose of investment.

5. Second party need to sign the authority letter or relevant communication documents from
time to time for purpose of Investments.

6. If the first party will fail to complete his work fully or partially within the stipulated time.
first party shall refund the remaining payment after deduction of complete work charges with the
mentioned charges, any other dues or administration charges. First party shall refund this
payment within 15 days after termination of this MOU.

7. Second party shall not revoke / stop this process within the agreed period and if the
second party wants to stop the process, then monthly service charges money will be forfeited and
will not be refund in any circumstances.

8. If any unauthorized transaction made in the name of Sai Investment without permission of
competent or authorized person, first party will be responsible wholly. In this regard no objection
/ objections will be entertained.

9. Second party shall inform the first party in case received any call/email/any kind of
communication from company and shall not hide anything in this process.
@ TERMS & CONDITIONS ( FOR 1st PARTY )

@ Type of activity. -: For consultant SAI INVESTMENT will take 12000/- as Annual fees.

II) This is 12 month contract between client and SAI INVESTMENT. Contract shall end
immediately when contract period over.

III) SAI INVESTMENT has not considered of client brokerage charges, DP charges, any
charges as per SEBI rules and regulation, this responsibility client only.

IV) Client should be able to trade in DEREVATIVE (FNO) segment and (CASH) segment as
per investment strategy by SAI INVESTMENT.

V) Daily closure report summated to client through E-mail only.

VI) Client should buy at least 100 qty. per trade it is mandatory as per investment strategy by
SAI INVESTMENT.

@ Security -: Client capital amount should be minimum 50000/-& more. All investment amount
and shares will be holding in client DP and trading account as per contract duration.

@Withdrawal -: (A) In case of immediate withdrawal client will get the only funds/shares
which client is eligible as per date of withdrawal.

(B) In Immediate withdrawal client is neither liable for investment (Capital) amount nor for the
benefited amount. Holding share and margin money in trading account as per date of withdrawal
is applicable.

I understood all rules and regulation of SAI INVESTMENT & I agree with all
rules and regulation of SAI INVESTMENT. Also I make contract with SAI INVESTMENT with
brief all best of my knowledge.

Client Name -:
Signature.

From

Sai Investments.
 UG 120/B Drems Mall
Bhandup (w) Mumbai
4000078

To,

____________________________

____________________________

Subject: - Payment Information details

Dear Sir/ Madam,

This is in reference to the statement wherein you have opt us for investment of your money.
Wherein you are paying ___________as annual fees to Sai Investment;

OR

you are paying ___________ % of total profit apart from this charges any other cash
payment/cheque payment/NEFT or any other mode of Payment if you give to the third party
those charges will not get included in our Sai investment and Sai Investment/Ajay kharat will be
not responsible for this kind of Payments.

Signature-: