Welcome to the Program

Lets get Started !

Investment Opportunities at Sharekhan

The Sharekhan Offering

How
youDesktop,
canShare Shops
Online, Phone,
invest

Value
Added
Research,
Alerts, Linked Demat
Services

What you can

invest in

What you can Invest in

Equities | Mutual Funds | IPOs | Investment Products |
Commodities | Derivatives | Portfolio Management

What you can invest in

Equities & IPOs

Trade online: NSE, BSE

Online IPO Application
SMS Alerts
Immediate execution,
hassle-free

What you can invest in

Mutual Funds
Mutual Fund investment
made easy
Online: Purchase, sale,
redemption, STP or SIP
Email & SMS updates
Flexi SIP
Mutual Fund Research
reports
o Top Picks
o Industry Update
o Fund for volatile time
o Whats in Whats out

What you can invest in

Investment Products
Top Picks Basket
o Stock Ideas from our
Experts
Stock SIP
o Systematic Investment in
set stocks every month
Mutual Fund SIP
o Systematic Investments
every month
Mutual Fund- Flexi SIP
o Systematic Investments
with flexibility of Daily,
Weekly or Monthly
investments

What you can invest in

Commodities & Derivatives

Trade in Derivatives
BSE, NSE, MCX, NCDEX
Cutting-edge Analysis
& Calculators for good
returns

What you can

invest in

Portfolio Management: ProPrime

Bottom up stock selection
In-depth, independent
fundamental research
High quality companies with
relatively large capitalization
Disciplined valuation approach
applying multiple valuation
measures
Medium to long term vision,
resulting in low portfolio
turnover
Fee Structure
o Asset Management Fee
2.5% per annum charged quarterly

Minimum investment: Rs 10 lakhs, 6-months lock-in

Performance Fee
20% share of profits only after 15%
hurdle is crossed at the end of
fiscal year

What you can

invest in

Portfolio Management: ProTech

Uses technical analysis and
derivatives to identify trading
opportunities
o

Nifty Thrifty

Long Short strategies

Focus on absolute returns
Fee Structure
o Asset Management Fee
Nil
o

Performance Fee
20% profit sharing on
booked profits on
quarterly basis.

Minimum investment: Rs 5 lakhs, 6-months lock-in

How you can Invest

Online Trading: First Step | Classic | Fast Trade
Desktop Terminal: TradeTiger
Phone: Dial-n-Trade
ShareShops

How you can invest: Online Trading

First Step
Account for Beginners
Start investing with just
Rs 5,000 per month!

How you can invest: Online Trading

Fast Trade
Interface for Speedy Trade
Never miss out on a
profit opportunity

How you can invest: Online Trading

Fast Trade
Live, streaming quotes
Speedy Trade- no need
to refresh screen
Plus all features of
Classic

How you can invest: Desktop Terminal

TradeTiger
Account for Active Traders
Make quick,
informed decisions.
Get higher profits!

How you can invest: Desktop Terminal

Trade Tiger Account

Streaming quotes from NSE,
BSE, MCX & NCDEX
Single Screen for Cash,
Derivatives & Commodities
trading
Customize market watches by
Scrips or Sectors
Instant order/trade
confirmations

Integrated 3-in-1 Account:

How you can invest: Desktop Terminal

Trade Tiger Account

Technical tools: Moving
Average, RSI or ROC
Trade Reports, Turnover
Reports, Net Position
Online IPO/Mutual Fund
Application
Research Reports

How you can invest: Desktop Terminal

Trade Tiger Account

BENEFIT FROM
Trading with exposure
DP to margin facility
Short-selling, BTST
Instant credit against sale
After-hour order placement
Back-up for Classic & Dial-ntrade

How you can invest: Phone

Dial-n-Trade
Service for Customers
Trade over phone
from anywhere in India

How you can invest: Share Shops

Share Shops
Access over 800 Share
Shops across India

How you can invest: Relationship

Manager

Dedicated
Relationship Manager
Personalized Services
for You. 24x7.

How you can invest: Relationship

Manager

Dedicated Relationship Manager

For customers with
investment capability of
over Rs 5 lakh
Advice on product choice
Timely Reports
Trade execution on
behalf of Customers

Value Added Services

Regular Updated Research Reports
Linked Demat Account

Value Added Services: Research

Timely Research
Ideas for making informed
investment decisions

Value Added Services: Research

Investment Research Advice

Stock Ideas
Stock Updates
Sector Strategy
Market Outlook

Value Added Services: Research

Trading Research Advice

Intra-day calls
CTFT calls - overnight
trading
Momentum calls
Smart chart calls
Tool: Day Traders hit list
Daring Derivatives

Value Added Services:

Research
Products

Classic

Trading Channels

Web Based (Streaming Quotes)

Trading Terminals

Classic & Fast Trade

Online Trading

Cash, F&O, IPO, Mutual Funds

D&T Services

Dail & Trade Facility

Demat Account

Free

Demat Access

Online 24X7

Bank Account

Linked Online * Max 3 Banks

Reports

Order History,Ledger , Bills, Shares

Portfolio

Customise Client Portfolio

BTST

Buy Today Sell Tommorow

DP to Margin

Margin Credit Against Shares in DP

Client Support

Customer Service Facility

Credit Against Shares Sold

Instant Credit for Trading

SIP Facility

Stock SIP, MF SIP & Flexi SIP

RM Facility

Minimum Margin or Stock Transfer of 3 Lacs

Value Added Services:

Research
Products

Trade Tiger

Trading Channels

Software Based ( Real Time Trading)

Trading Terminals

Trade Tiger , Classic & Fast Trade

Online Trading

Cash, F&O, IPO, Mutual Funds

D&T Services

Dail & Trade Facility

Demat Account

Free

Demat Access

Online 24X7

Bank Account

Linked Online * Max 3 Banks

Reports

Order History,Ledger , Bills, Shares

Portfolio

Customise Client Portfolio

BTST

Buy Today Sell Tommorow

DP to Margin

Margin Credit Against Shares in DP

Client Support

Customer Service Facility

Credit Against Shares Sold

Instant Credit for Trading

SIP Facility

Stock SIP, MF SIP & Flexi SIP

Product Cost: Classic Default Plan

One Time Charge

750

Margin

5000

Demat Charges

1st year Free. 400 PA from 2nd Year

Exposure

Margin X 4 times for Intra day & Delivery

Settlement

T+2

Brokerage Intraday

Buy 0.10% Sell 0.10%

Brokerage Delivery

Buy 0.50% Sell 0.50%

Other Statutory Charges

Applicable

Service Tax, STT, SEBI Turn Over Tax

Product Cost: Trade Tiger Default Plan

One Time Charge

1000

Margin

5000

Demat Charges

1st year Free. 400 PA from 2nd Year

Exposure

Margin X 4 times for Intra day & Delivery

Settlement

T+2

Brokerage Intraday

Buy 0.10% Sell 0.10%

Brokerage Delivery

Buy 0.50% Sell 0.50%

Other Statutory
Charges Applicable

Service Tax, STT, SEBI Turn Over Tax

Brokerage & Other Charges

Vaildity

Brokerage slab

Cash
Trading
Delivery
% Min (paisa) % Min (paisa)
6 Mths 0.10
5
0.50
10
6 Mths 0.09
5
0.45
10
12 Mths 0.07
5
0.40
10
12 Mths 0.05
5
0.25
5
12 Mths 0.045
4
0.22
4
12 Mths 0.04
4
0.20
4
12 Mths 0.03
3
0.18
3
12 Mths 0.02
2
0.15
2
12 Mths 0.015
2
0.10
2
12 Mths 0.005
2
0.08
2

F&O
Futures
% Min (paisa)
0.10
1
0.09
1
0.07
1
0.05
1
0.045
1
0.04
1
0.03
1
0.02
1
0.015
1
0.005
1

Options
%
2.50% or Rs.100 per lot, whichever is higher
2.25% or Rs.95 per lot, whichever is higher
1.50% or Rs. 80 per lot, whichever is higher
1.00% or Rs. 70 per lot, whichever is higher
1.00% or Rs. 60 per lot, whichever is higher
1.00% or Rs. 50 per lot, whichever is higher
0.50% or Rs. 40 per lot, whichever is higher
0.50% or Rs. 30 per lot, whichever is higher
0.50% or Rs. 25 per lot, whichever is higher
Rs.40 per lot.

Brokerage & Other Charges

End of Day 4: Thank

You