About
Sharekhan Limited is a Public incorporated on 20 April 1995. It is classified as Non-govt company and is registered at Registrar of Companies, Mumbai. Its authorized share capital is Rs. 900,000,000 and its paid up capital is Rs. 587,461,760. It is inolved in EXTRA TERRITORIAL ORGANIZATIONS AND BODIES.
Sharekhan Limited’s Annual General Meeting (AGM) was last held on 24 September 2019 and as per records from Ministry of Corporate Affairs (MCA), its balance sheet was last filed on 31 March 2019.
Directors of Sharekhan Limited are Stefan Johannes Groening, Gowri Thyagarajan, Thomas Zink, Jaideep Arora, Ambareesh Murty Vedantam, Franciska Maria Godelieve Decuypere, Alain Pascal Papiasse, Jean Christophe Marie Gougeon, Shankar Keshava Vailaya, Hugues Noel Maisonnier.
The Portfolio Management Services are a range of professional services that aim to fulfill the investment objectives of high net worth individuals. In this service, the portfolios are managed by a team of experts including the strategists, technical analysts, quantitative analysts, statisticians, specialists in derivative products, etc to manage your investments and create wealth.
Investment philosophy
The Portfolio Manager’s investment philosophy underlines maximizing the risk-adjusted returns depending on the client’s risk tolerance. In order to achieve the same, a disciplined investment approach, with adequate risk controls, has been adopted.
Also, the portfolio management team of the company hold AUM of around 46 crores and manages the investment portfolios of more than 255 clients. And the investment tenure of the broking house is minimum 2-3 years.
Sharekhan PMS Services includes both fundamental and technical products.
The fundamental PMS products available
Power Portfolio
It is a large cap strategy which is based on quant covered by the portfolio manager. This strategy is designed with pre-defined and effective rules for making purchases or switches and it also enables to create a very unique and healthy portfolio.
Prime Picks
Prime picks is just like a double investment approach. It basically merges the advantages of unsanctioned proven growth and making investment in multi-beggars, special situation, turnaround and numerous other opportunities.
| Investment Philosophy | This portfolio follows a dual investment approach with 2 distinct portfolios- Quality portfolio and Alpha Portfolio in one scheme. |
| Suitable For | Ideal for all investor types |
| Benchmark Index | NSE Nifty |
| Minimum Investment | Rs 25 Lakhs |
| Allocation | 3 plans as per investor’s risk tolerance |
| Charges | AMC 2% of Corpus + taxesBrokerage: 0.50% 20% profit sharing after 18% hurdle rate |
Sharp
This strategy of the company mainly focuses on generating good wealth with long-term investment purview.
| Investment Philosophy | This portfolio focuses on creating wealth by taking concentrated positions in select stocks with long term investment horizon. |
| Suitable For | Ideal for investors with a medium to high-risk tolerance. |
| Benchmark Index | NIFTY |
| Minimum Investment | Rs 25 Lakhs |
| Allocation | 2 plans as per investor’s risk tolerance |
| Charges | Plan 1Annual Fee- 2%Profit-Sharing- 20% above the hurdle rate of 15% Plan 2Annual Fee- 2.5%Profit-Sharing- 20% above the hurdle rate of 25% |
Diversified Equity Portfolio
This strategy endeavors to exceed the benchmark line with lower changeling in the investment portfolio.
| Investment Philosophy | This portfolio focuses on to outperform the benchmark indices by investing in quality companies to build a well balanced diversified portfolio. |
| Suitable For | Ideal for all investor types |
| Benchmark Index | NIFTY |
| Minimum Investment | Rs 25 Lakhs |
| Allocation | NA |
| Charges | NA |
There are 2 different Technical PMS products available
| PMS | Suitable For | Investment Philosophy |
| Index Future | Suitable for long-term investors with a high-risk appetite. | It involves going long (buying) or short (selling without holding) on Nifty Futures based on predictions from a back-tested automated model. |
| Trailing Stops | Suitable for investors looking for regular income with a high-risk appetite. | This strategy involves going long (buying) or short (selling without holding) on Stock futures. Returns are paid out monthly. |
The below table is giving details about Sharekhan PMS returns and performance-
| Category | MULTI CAP | |
| Strategy | PRIME PICKS** | |
| Return (CAGR) | 1M | 4.90% |
| 3M | 16.90% | |
| 6M | -2.90% | |
| 1Y | 5.90% | |
| 2Y | NA | |
| 3Y | NA | |
| 5Y | NA | |
| SI | 4.70% | |
| Inception | Jun, 2018 |
Fees & charges
The below-given table is giving information about Sharekhan Portfolio Management Service Charges-
| Charges | |
| Management Fees | As per commission model |
| Upfront Fees | 0.65% – 0.75% of Asset Value |
| Brokerage Charges | 0.006% – 0.015% of Total Transaction Value |
| Custodian Charges | 0.17% – 0.34% of Asset Value |
| Depository Charges | 0.16% – 0.32% of Asset Value |
| Exit Load – within 12 months | 0.71% – 1.11% of Withdrawal Value |
| Exit Load – post 12 months | Free |
Prepared by Dishant Savla
May 2021
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