Think Investment – Think Portfolio

Objective
• Create wealth for customers through the power
of equity.
• Outperform Nifty Index by investing in quality
stocks for long term.
 Key Features
Best 10 stocks of the day.

Long only Balanced and Concentrated Portfolio.

Quality Companies backed by In-Depth Research.

Actively Managed and Monitored.

Centralized Advice and Execution.

Fully invested at all times.

No lock-in
 Investment Universe
Large caps Avoiding
Market capitalisation at the
time of investment should be
greater than Rs.10,000 crs.

Sector Preference
Stocks from Under-weight
sector (based on our view on
market) are eliminated.

Best 10 opportunities
Stocks would be Identified
based on proprietary model
on Market Research Ideas.
 Investment Strategy
Invest in best opportunities of
today, dynamic method to
Identify 10 winning stocks on
daily basis

Investment will be equally

divided into each stocks (10%
weight to each stock)

Sector Exposure Rule

(At initiation)
• Max Exposure : 30%
• Max Stocks :3
Buying a Stock is Just
partial work done

Why ?
Active Review is key to
Outperformance
(Switch Strategy)
 Active Management
Each Portfolio is actively monitored on
daily basis by our team
We recommend Switch from a stock –
• When Target price is achieved.
• Change in view on a stock (Negative
event).
• Price corrects by more than tolerance
levels(20%) .
• Upside potential of the stock is very
low as compared to some other stock
in universe.

On Sell we also recommend other

stock to buy. Ensuring portfolio is
always invested in the stocks.
What does it mean in
real life?
 Sample Portfolio
SCRIP NAME TARGET UPSIDE (%)
FEDERALBNK 145 33%
UPL 980 29%
L&TFH 228 32%
NBCC 310 25%
BAJAJHLDNG 3595 26%
BEL 220 21%
GUJGASLTD 1021 21%
DABUR 413 18%
TATAMTRDVR 283 17%
BRITANNIA 5500 16%
 Power Portfolio - Performance

Portfolio Nifty No of
Total Active OP/UP Outperforming
Return Return Outperforming
Portfolios (%) Portfolios (%)
(%) (%) Portfolios

2640 25.88 16.91 8.97 1861 70.49

Performance as on 1st Jan 2018

 Power Portfolio - Performance

TOP FIVE
Client Start Date Portfolio Return(%) Nifty (%) Outperformance (%)
Client 1 2016-03-18 87.65 39.97 47.68
Client 2 2016-03-22 82.97 35.84 47.13
Client 3 2016-03-21 84.71 37.63 47.08
Client 4 2016-03-16 88.85 42.00 46.85
Client 5 2016-03-21 82.36 35.54 46.82

BOTTOM FIVE
Client Start Date Portfolio Return(%) Nifty (%) Outperformance (%)
Client 1 2016-04-26 22.59 31.09 -8.50
Client 2 2017-07-11 -0.77 6.74 -7.51
Client 3 2017-04-20 6.86 14.30 -7.44
Client 4 2017-04-19 7.15 14.54 -7.39
Client 5 2017-07-11 0.14 6.74 -6.60

Performance as on 1st Jan 2018

 Power Portfolio # Client Services offered
Centralised Execution of Trades

Recommended Trades(New Portfolio/Switch stocks) will be

mailed /SMSed to the client

Client can place & execute order just by Confirming from

his email or replying code (Given in SMS) via registered
mobile number to our Number(Provided in SMS).
“The confirmation needs to be given only by the customer”
Power Portfolio # Mail Illustration

Click on this button to place order

Power Portfolio # SMS Illustration
 Power Portfolio # Portfolio Reports
• Monthly(Default)/Anytime Portfolio Update on request from
Customer service Desk (CSD)
 Power Portfolio # Offering
Min Ticket Size
Rs. 500000
(At time of Investment)
Top Up facility Rs. 100000 & in multiples of same

Brokerage Delivery 0.50% + Stat cost

Account Opening Charges Rs. 499 (Annual)

1% of Corpus + GST (18%)

AMC ( Upfront & Annual) Wealthtiger Investment Advisors
Pvt. Ltd

Profit Sharing NIL

 FAQs
Where does the client get to see his PP holdings?
In his login www.sharekhan.com
Demat holdings
(select the respective PP demat)

Is there any Lock in for Power portfolio ?

There is no Lock or Exit load in PP & client can withdraw
full money at any time. However Incase of partial rules
will apply
 FAQs # Partial withdrawal
• Min Amount required to qualify for withdrawal will be Rs. 550000
• Min Withdrawal amount has to be Rs.50000 & in multiple of Rs. 10000
• Min Amount to be retained for continuation of PP account is Rs.
500000
• No locking for PP account means entire corpus can be withdrawn
anytime in case of account closure
Max Partial Withdrawal
Initial Corpus Current Value Reason
Limit
500000 550000 50000 max till 5 lac

750000 550000 50000 max till 5 lac

500000 450000 Nil Floor of 5.5 lac not met

max till 5 lac & in

500000 555000 50000 multiple of
Rs. 10000
600000 545000 Nil Min 550000

600000 560000 60000 max till 5 lac

 FAQs
Is client consent (Mail or SMS) required before Execution?
Yes. Since this product is run under Investment Advisory & is not a
PMS, clients consent (Mail or SMS) is required prior to any
execution. We cannot accept any Standing Instruction or POA for
trades.
What happens if a clients doesn’t reply via Mail/SMS?
Incase a clients doesn’t confirm trade then For 3 days we shall
continue to send Mail/SMS to client
Simultaneously a Mail/SMS also goes to BM/RM (we expect you to try
to get in touch with client & ask him to reply)
We also have a central execution team which tries to get Tele
confirmation from client
However, Inspite of all above efforts if we are unable to get a
consent, then we shall review the account after discussing with BM.
 FAQs
What if a client doesn’t like a stock in PP?
Incase a client doesn’t like 1 stocks out of our
recommendation then we shall try to accommodate his
concerns by providing him next best recommendation.

What happens if a clients does not want to Sell/Book

loss in a stock?
Given the overall structure of product, we would
appreciate if client can follow our overall Investment
strategy. However, Incase a client regularly doesn’t
follow our advise then we shall review such accounts &
remove them out of PP service.
 FAQs
What is frequency of performance reports ?
PP reports are by default mailed to clients on 1st of
Every month. However performance reports can also be
made available to clients on request anytime by placing
a mail request to support@wealthtiger.com

What happens if client doesn’t want to renew AMC ?

if after end of term, client doesn’t want to renew AMC
then he needs to inform us via mail on
support@wealthtiger.com &
collection@wealthtiger.com & complete closure
formalities of IA.
 FAQs
What happens if client doesn’t Renew AMC & neither does
he inform us about his intention on AMC renewal after
end of term ?
If at the end of AMC renewal term, client doesn’t renews
AMC then a notice will be served for a period of 1 month
& if no response is received (Non Payment of fees ) from
the client, then IA account of the client will be closed ( no
SMS/MAIL service & updates on holdings) shall be
provided. Also, at the time of such a closure of service,
clients consent will be sought to hold / sell the securities
and accordingly the same will be acted upon
 FAQs
How will Renewal AMC be charged ?
On 31st March , we shall calculate & charge 1% AMC on
Daily Avg closing balance of the portfolio.
AMC which is collected upfront shall be adjusted & fresh
bill shall be raised based on above condition + Govt
charges . E.g
Case 1 Case 2
Orignal Portfolio Value 300000 300000
Daily Avg Closing balance for the year 350000 250000
Total Fees payable for the year 4130 2950
Less Advance AMC recd for the year 3540 3540
Recovery Pending /Excess for Utilised year 590 -590
1% Advance AMC of closing NAV for Renewal 3500 2500
Taxes ( Current GST @18% or as applicable ) 630 450
Total outstanding Recovery /Excess payment 4720 2360
Thank you
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