Monday, March 31, 2008
strong news
buy cipla b/w 212 to 222 target price 255+
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Rohit Saxena
Kotak Securities
Phone No: 09891265905
Mail Id: rohit_9sep@indiatimes.com
equity tips 4 APRIL
Buy CAIRN India Ltd.(buy b/w 206 to 214) Target price 234+
Friday, March 21, 2008
For Best Insurance
If any one are looking for, investments in best ULIP or insurance products with less charges please contact SRIRAM Phone No: 09986128592.
Small example what kind of insurance product we can give to a person of Age 25 is....
By paying 25K per year, the person can get insurance cover of 30lakh(death benefit) + 5lakh (accidental rider) and @ the end of 25 years we can get our money (premium payed + returns @ 10% approximately per year). if this seems to be the best deal Contact our sales person SRIRAM (Phone No:09986128592 Email id: sriram.adviser@gmail.com)
Regards,
Ram Financial Consultancy.
Friday, March 14, 2008
kotak news
trade long in GSS America ltd(532951) with the target of Rs 668 and stoploss of Rs 601, Cmp is Rs 619.
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Rohit Saxena
Kotak Securities
Phone No: 09891265905
Mail Id: rohit_9sep@indiatimes.com
Thursday, March 13, 2008
news 4 u.
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Rohit Saxena
Kotak Securities
Phone No: 09891265905
Mail Id: rohit_9sep@indiatimes.com
Wednesday, March 12, 2008
equity tips 4 u in month of march
stock name :- Bajaj Electricals buy b/w 435 to 490 target price 600+
Saturday, March 1, 2008
Portfolio Creation
What is a Portfolio? We have all heard the word used when talking about finance, but what actually does the word mean? The actual definition of Portfolio is:
“The combined holdings of more than one stock, bond, money market instrument, commodity, collectible, or real estate investment.” When creating a Portfolio, our advisor's split the creation process into six key points, all of which need to be considered and discussed and the Clients’ requirements taken fully into account – this process allows our advisor's to tailor-make a Portfolio to meet any specific and exacting need.
These key areas are:
Access and Flexibility – How liquid should the portfolio be from the outset and what access is required? Timescales Involved – Are there pertinent timescale parameters within which the Portfolio has to perform? Are there any target dates for encashment? Are there any key goals in the future that this Portfolio is linked towards?
Risk Profile – For us this is probably the most key point, how much risk is the Client prepared to take in order to meet their goals? Has the Client completed an Investor Profile Questionnaire? Does the Client fully understand the meaning of Risk?
Asset Classes – Ascertain whether Client wants any particular asset classes to be included in the Portfolio, are there any that they particularly want or do not want? Explain the differences between the asset classes in relation to risk.
Strategy – Given the time frames, risk profile, flexibility requirements and decided composition, discuss a strategy that suits the Clients needs and implement this strategy. Ensure the client understands the strategy and how it is being implemented in order to meet their needs.
Management – Decide through discussion what type of Investor the Client is and whether they wish to be ‘hands-on’ and actively manage this portfolio with the advisers, whether they wish to be ‘hands-off’ and allow the adviser to track the Portfolio or use a Discretionary Fund Management service.
All of the above six points are crucial when creating a Portfolio and our advisers cannot place enough emphasis in covering these points when helping to create a Portfolio. The key to making a Portfolio work, is reciprocal communication between Client and adviser at the outset, allowing the adviser to fully understand what is required by the Client and this enables the adviser to tailor-make a specific Portfolio to match the Clients’ needs.
Our advisor's will also gladly review any current Portfolio and offer impartial advice in the form of a Portfolio Appraisal.
By:- Ram Financial Consultancy
SriRam
Email Id: sriram.adviser@gmail.com
Phone : +919986128592