Over View

 RK Capitals is an organization listed with the Ministry of Micro, Small and Medium Enterprises in India with a UAN - MH33D0030646 in 2013.

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 Our journey to create a change started in 2013 when we identified the need for helping people save their recurring expenses. The fact that people could
use their existing savings to generate a more wealth was what we wanted to take to the people and we on boarded a few friends and relatives onto this
platform.
 The art and the knowledge that was missing was how to come out of debt by utilizing wealth management techniques. We started executing our Wealth
Management Techniques on the investments and soon we were able to create smiles across all our consumers. Our clients have bestowed upon us a lot of
faith and belief and we have been able to deliver the results that have committed to over a period of 4 years now.

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Objectives
 Seek maximum safety and stability for your principal invested by focusing on securities and investments that carry a low degree of risk.
 Increase the principal value of your investments by using shorter term trading strategies and by assuming higher risk.
 Take positions in a product in order to hedge or offset the risk in another product.
product
 Delivering an attractive, safe, competitive, transparent and credible investment environment.
 Developing and delivering an outstanding service to the related parties.
 Increasing the depth and the transparency of RK Capitals and diversifying the financial instruments available to investors.
 To create a change and identified the need for helping people save their recurring expenses.

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 If your current monthly expenses are ` 30,000/- per month, then after 10 years you will require ` 80,000/- a month to just maintain the same lifestyle!
 An education degree for your child which currently costs ` 5 lakhs could cost over 20 lakhs after 11 years!
 Sensex has grown from approx. 700 points in 1990 to approx. 33000 points in 2018, thus having shown a growth of 34x over a span of 25 years.
 Your investment ought to beat the inflation !!!

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Your Cost of Money Lying Idle…

Money in savings account + 1,00,000

Interest earned in 1 year (@3.5 per annum) + 3,500

1,03,500

Tax on Interest (@30.9%) - 1,081

Impact of Inflation (@5% per annum) - 5,000

Value at the end of year 1 97,418

 Cost of money lying idle in bank account…

 Why get 3.5% per annum from bank account, when you can get 3% interest per month with Alternative investments?

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Alternative Investments Differ From Traditional Investments

Traditional Investments Alternative Investments

Relative performance objective Absolute performance objective

Generally no leverage May use leverage
Performance dependent primarily on market returns Performance dependent primarily on advisor’s skill

Historically high correlation with market indices Historically low to moderate correlation with market indices

Typically offers daily liquidity Typically have reduced liquidity ranging from monthly to quarterly

Fixed management fee on assets under management Generally higher fees which may include performance fees

 Advisor’s ability to generate returns is primarily based on its investment strategy.

strategy
 These strategies will often utilize:
• Leverage
• Short-selling These tools, strategies and securities are used by advisor's with the objective of enhancing returns and
• Derivatives reducing risks.
• Illiquid securities These strategies gives an ability to be opportunistic in changing market environments.

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How does we help?

INVESTORS
Passed Pool their
back to money with

RK
RETURNS
CAPITALS

Generates Invest In

SECURITIES

 Your vehicle for investing in portfolio of stocks and bonds to generate lucrative returns.

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Our Investment Approach.

Systematic Data Monthly /

Stock Follow the Risk Architecture Analytics Quarterly
Selections Trend Coverage Returns
• Trend is • Stop Loss • Data
• Funds • Systematic • Reconciling
always mechanism Analytics is
invested in risk is the profits
beneficial to is built in to done during
market managed and losses
identify the trail profits trading
based on based on each day for
right stocks. and hours
liquid day to day the stocks
minimise through the
stocks. price traded
losses. day.
fluctuations.

 Money can grow on trees, You just need to plant the right seeds.
 Place your investments where they may help enhance returns, in concert with your goals and overall portfolio.

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What is High & What is Low?

 An In house Valuation Model allows “Buying Low and Selling High” strategy while keeping human emotions aside.
 The asset allocation and investment strategy will be as per Scheme Information Document and daily research analyst strategies.
 Rebalancing will be as per the Scheme Information Document.
 For more details on tax please consult with your tax advisor.

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Why Invest with RK CAPITALS

 Active Asset Allocation

 Diversification between asset classes
 Periodic review and re-balancing
 Aim to generate better risk adjusted returns
 An edge over other fixed-income investments such as bank deposits, Fixed deposits in terms of post-tax returns.

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RISK Measurements

 Hedging – Using stock Futures and Options to limit losses when trades backfire.
backfire
 Investing in Dividend Paying Stocks – So that the returns are more predictable.
predictable
 Pairs Trading – Buying shares of a company and simultaneously selling shares of a similar company to minimize the losses irrespective of which way prices move.
 Adding Non - Cyclicals to Portfolio – Investing a chunk of corpus in stocks that are immune to business cycle volatility, e.g. Pharma, FMCG.
 Using Stop-Losses – Automatically sell a stocks when it falls to a specific level.
level Stop Loss mechanism is also built in to trail profits and minimise losses.
 Portfolio Diversification – Holding stocks from several sectors to avoid excess exposure to one or a few of them.

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Thank You

Disclaimer :
This document has been prepared for information purposes only. You may not take any decision in relation to your portfolio of funds solely based on the above document. No part of this
document shall be copied or reproduced for distribution in any form. This document is prepared for the use by our client’s only. No claim is made that the information provided in this
document is complete in all respects. You are advised to carefully go through the content of the disclosure document before taking any investment decision solely on the basis of this
document.

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