business plan for financial planrinku

8/6/2019 Business Plan for Financial Planrinku

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Prepared by:

Rinku Sharma.


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Strategy Objective

The Strategy aims to deliver returns in the

short to medium term by investing in

fundamentally sound stocks coupled with

active profit booking.

PMS at just Rs.10 Lakh

Hassle free investing No Lock in period

Periodic Reporting


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Investment Philosophy

Stock selection is based on twoprinciples

Positive corporate developments

Results or company data releases orannouncements

Corporate restructuring and other

corporate events Relative Valuation/ Mean reversion

Stock price and valuation vs. peers


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Fund Manager

Rinku Sharma

Mr. Manish Soni

15 Years Experience in EquityResearch, Fund

Management & Equity Sales.

Qualifications FCA, ICWAI, CS, MBA

He has been Sr Vice President Equity

Strategy


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PERSONNEL PLAN

Manish Sonthalia 25,000 pm


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Model Holding

Top Sector Sector Allocation % Allocation

Auto & Auto Ancillaries 24.96

Banking & Finance 18.29

Engineering & Electricals 13.19

Power Generation 8.25

Auto

Shipping 5.41

FMCG 5.18

Oil and Gas 5.03


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Scrip Name %Holding

Bajaj Auto Ltd. 9.87

State Bank Of India 8.69

Bharat Electronics Ltd. 7.68 Either Motors Ltd. 5.96

Bharat Heavy Electricals Ltd. 5.51

Great Eastern Shipping Company Ltd. 5.41

Hero Honda Motors Ltd. 5.36

ITC Ltd. 5.18 Ceat Ltd 5.18

Hindustan Petroleum Corporation Ltd. 5.03


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MY BUSINESS PLAN.

OVER

VIEW

Name of Company:- SharmasFinancial Advisor Private Limited.

Type of Firm:- Broking

Products & Services offered byCompany:-

PMS, Realty investment services


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MARKETING PLAN

Brochures - 17,000

News Paper add - 30,000

Radio commercial - 10,000Auto Banner - 2500


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PMS FixedFee Structure

Nature of Fees Fees %

Upfront Fee 1.00%

Fixed Management Fees

Assets Under Management Per Annum

Rs. 10 Lakhs to Rs. 25 Lakhs

1.50%Ass

Rs. 25 Lakhs to Rs. 100 Lakhs1.00%

Rs. 100 Lakhs & Above 0.75%


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Performance based Management Fees 10 % Profit Sharing on Higher Water

Marking

Basis

For Details please refer to detailed fee

schedule

Custodian Fees Per Annum 0.25%

Service Tax, Security Transaction Tax & Other

Statutory levies As Applicable


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Servicing

Reporting

Monthly strategy Performance Statement

Transaction & Corporate Action Statement

Quarterly report on advance tax

commitments

Annual CA certified statement on your

Investments Servicing

Web Access for strategy tracking

business plan for financial planrinku

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