We are a SEBI licensed Portfolio Manager
We are on the look out for smart relationsh
Our Strategy:
We keep booking profits systematically even when the long term view of that stock
is intact. In times where there are so many risks, we reduce the number of risks
we have to worry about. Therefore, we are careful of our PMS Model Risk, Implementation
Risk and Data Risk. Some of the stocks where we have booked profits are TTK Prestige,
Hercules Hoist, Dr.Reddy, Sun TV, DLF, Dabur etc. In some of these stocks the profits
booked have been more than the price at which we started investing for clients.
And in most its been approx 50% pa and higher than the price at which we started.
The prices also have more or less remained the same w
hr@frrshares.com.
A package commensurate to the skills will be offered if you introduce and maintain
relationships not only w |
Derivatives, such as options or futures, are financial contracts, which derive their
value off a spot price time-series, which is called the under-lying". For example,
wheat farmers may wish to contract to sell their harvest at a future date to eliminate
the risk of a change in prices by that date. Such a transaction would take place
through a forward or futures market. This market is the "derivative market", and
the prices on this market would be driven by the spot market price of wheat which
is the "underlying". The terms "contracts" or "products" are often applied to denote
the specific traded instrument.
The term Futures refers to an agreement between two parties
to buy or sell an asset at a certain time in the future at a certain price. Futures
contracts are special types of forward contracts in the sense that the former are
standardized exchange traded contracts.
An option is the right, but not the obligation, to buy or sell something at a stated
date at a stated price. A "call option" gives one the right to buy; a "put option"
gives one the right to sell.
Presently, NSE and BSE are offering Derivatives Products based on their indexes
as well as few selective stocks. By enrolling as a client w |
FRR Shares belief in providing Convenient, Dependable and Secure services, the motto
of CDSL, has rendered it to be the leading Depository Participant. The ever increasing
number of B.O.�s of FRR Sharesis the result of its continuous endeavor to offer
best of the class services to its valued clients. FRR Shareshas always ensured its
clients that the facilities introduced by CDSL are provided to its clients and has
given highest level of support to its clients to gain updated knowledge and technological
support. The main emphasis has been to provide Customized & Personalized services,
modest fees, routing Statements and transactions by electronic means at client ends
through Easy & Easiest, valuation & online execution of transaction slips.
Portfolio Management Scheme
INVESTMENT TRADING - January 2011
PMS OBJECTIVE:
We expect the stock markets to remain volatile and range bound for medium term.
We intend to capitalize on the current market environment, which is an ideal environment
for Investment Trading and help the clients making decent returns. The strategy
is based on Discretionary basis.
MINIMUM SUM:
Minimum corpus for the strategy is fixed at Rs. 25 lacs. There is no lock-in period
for the strategy; however, clients are advised to stay w |
EXPECTED RETURN:
We expect the strategy to outperform the benchmark index and generate reasonably
higher returns. However, the same can not be guaranteed by FRR Shares & Securities
Ltd.
TRADING IDEAS & DISCIPLINE:
- Views from technical analysts, momemtum and investment calls w
- Independent ideas from fundamental team.
- No speculation
- No derivatives except for hedging and portfolio re-balancing.
- Only cash markets
- No intraday trading
- Trade size same for each stock not exceeding 20% of corpus.
- Stop losses will be strictly in place
- Investment committee will take the decisions to buy/sell
- Consolidated portfolio valuation will be sent at end of every month.
- Contract notes will be sent every day digitally
- No leverages or borrowing of any kind will be done
MANAGEMENT FEES: OPTION I:
- AMC At 1% p.a. to be charged on quarterly basis (0.25% of the corpus at the end
of every quarter).
- Brokerage at 0.25% of the transaction value.
- Profit sharing @ 20% of the profits above 20% return p.a. subject to High Water
Mark basis.
- Service Tax will be charged as applicable.
OPTION II:
- 2% p.a. Management Fees (i.e. 0. 50% of NAV chargeable at the end of every quarter
on weighted average NAV).
- There is no profit sharing under this option.
- Brokerage shall be charged @ 0.25%
- Service Tax will be charged as applicable.
NEED AN EXPERIENCED RELATIONSHIP MANAGER (STOCK BROKING) 1. Minimum experience of 5 years in a known broking house
2. Graduate degree
3. Fluent in English coupled with conversational Gujarati and
Hindi
4. Prompt execution of trades on NSE and BSE across all segments
5. Expect applicant to get client relationships to FRR
6. Attractive Salary cum incentive package.
Contact aditya.mehta@frrshares.com
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Download Client Registration Documents
NOTE : " This document is a translated version of the client registration documents
in English and is being provided in vernacular language to facilitate better understanding
by the investors. In case of any ambiguity, the contents of the English version
would prevail. "
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Risk Disclosures On Derivatives
- 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
- On an average, loss makers registered net trading loss close to ₹ 50,000.
- Over and above the net trading losses incurred, loss makers expended an additional 28%
of net trading losses as transaction costs.
- Those making net trading profits, incurred between 15% to 50% of such profits as
transaction cost.
Source:
1. SEBI study dated January 25, 2023 on “Analysis of Profit and Loss of Individual Traders dealing in equity Futures and Options (F&O) segment”, wherein Aggregate Level findings are based on annual Profit/Loss incurred by individual traders in equity F&O during FY 2021-22
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