PROTECH DIVERSIFIED PMS

PROTECH – Diversified

Moderate Risk – High Return

Investment Philosophy:

Aim – Absolute returns irrespective of market direction by long –short strategy applied on basket of indexes and stocks

ProTech – Diversified

• Disciplined trading approach with no human intervention based on back testing on indexes and stocks
• Invests in the following :
• Nifty
• Bank Nifty
• Stock Futures

Model Allocation:

• Model distribution*
• Nifty -32%
• Bank Nifty-18%
• Stocks-10 x 3% each -30%
• Buffer-20%
• Rationale for buffer
• Will be utilized in case of drawdown
• Mark-to-market
• Basis for stock selection
• Liquidity
• Sector coverage
• Individual risk-returns

* - Distribution may change basis lot size

Advantages of ProTech - Diversified

Uniqueness of this model

• Non Toggle system
• Not always invested –Will stay out during sideways market to reduce drawdown risk
• Constant Risk Exposure
• Exposure to investments will be constant even after gains
• Helps in protecting the gains
• Buffer
• Reinvesting in case of draw-downs helps in faster recovery
• Client will be given 50% of profits on quarterly basis
• Non – leveraged product

Product structure

• Minimum Investment:
• Indian Resident `.5 lakhs
• For NRI’s - Not available
• Lock In : 6 months
• Fees
• AMC fees : 0%
• Brokerage : 0.05% only
• Profit sharing : 20% profit sharing on booked profits on quarterly basis
• Profit payout : Quarterly
• Quantum : 50% of Profits (post charges) Remaining to be invested