Shankar Sharma First Global PMS Offer

Shankar Sharma of First Global has launched a "Private Client Group" PMS. We take a look at it

Shankar Sharma of First Global has launched a “Private Client Group” PMS. We take a look at it

Shankar Sharma of First Global has been imploring investors to buy stocks on the assurance that there would be heavy returns for them.

So, it is no surprise that First Global has launched a Portfolio Management Scheme (PMS) for investors. Shankar Sharma did have a PMS earlier as well, which used to be heavily advertised on TV, but it seemed to met with lukewarm response owing to the state of the market.

Lets look at the salient features of the Shankar Sharma First Global PMS offering:

First Global

The Thinking Investor’s Brokerage House

First Global: Private Client Group

Private Client Group Services (PCG) are offered specially to meet the investment needs of a select clientele who require customised and focused portfolios. It is an investment vehicle, which is sophisticated and exclusive and provides high levels of customer service and interaction.

“A disciplined approach to money management”

We at FIRST GLOBAL, provide you quality products and investment advice to High Net Worth (HNI), HUFs, Corporate, Trusts, (0r you) with high level of personal attention and interaction for managing your money. Private client group facility helps you in taking correct investment and trading decisions. It is specially designed for those with a flair for equity.

Our Private Client Group Services is delivered through a PCG Manager. Our Private client dealing team provides full service, telephone advice and execution over all forms of listed Equities and Derivatives.

“A relationship that’s professional, yet personal”.

About Us:

First Global is an international securities house with operations across theUS,EuropeandAsia. InUnited Kingdom, First Global is regulated by the FSA,UK. InIndia, First Global is a member of theBombayand National Stock Exchange, and is regulated by SEBI.

Research Philosophy

Our aim is not to deluge you with paper but to provide useful insights, analysis and money-making ideas. We concentrate on trend shifts, not-so-obvious aspects and pointing out issues where seemingly none exist. Quantitative, yet also touchy-feely. Thinking macro as well as employing scuttlebutt.

And we try to produce all the thought and analysis in as readable and entertaining a form as we can. In short, we generate research that is painstakingly hand-crafted, with passion. Not something that rolls off an assembly line.

We, at First Global, believe stocks have a fundamental value – and also a quantitative value. So, we put stocks through our wringer that values them on both fundamental and quantitative factors.

Our holistic view of the markets goes beyond the fundamental/investing vs. quantitative/trading debate. For us, research is a team effort. Even when a solitary name appears on a research report, rest assured that it has gone through intense debate and at least two layers of seniors, with decades of market experience. The reason: We are, and want to be accountable for what we say.

As for us, you can rest assured that what we say is untainted by corporate finance considerations or the need to drive trading volumes. All that we require from clients is that they be fair in their commission allocation decisions. If we add more value than others, we deserve to get paid more.

The Foreign Institutional Investors’ (FIIs) Choice

The world’s largest FIIs trust us with their investments, thus making us one of the largest institutional brokerage houses inIndia.

What you get from FIRST GLOBAL PCG is –

• Unique proposition for you to take active participation in equities with professional advice.

• We will open your account in our Private Client Group (PCG) and our trained PCG Managers will advice you on your portfolio.

• We will give you positional calls, investment ideas, BTST (buy today sell tomorrow) ideas, and derivative strategies.

• We will mail you our reports on a regular basis for detailed understanding of investment ideas.

a. Daily contract notes b. Weekly ledger Report c. Monthly P & L Report.

• We strictly abide to Group’s philosophy of capital preservation, the Primary Goal and returns always follow a well thought investment strategy.

Benefits of PCG

Private client group v/s self investment

Private client group	Self investment
Highly personalized	Self-driven investment approach.
Strong research (International Standards)	Lack of time to do detailed research.
Decision making based on the latest and reliable data.	Decision-making based on old/ past data.
Experienced relationship managers	No/ Less time to actively monitor the portfolio.
Investment in stocks/derivatives based on strong technical & fundamental analysis (Where we try to unlock the value thereby creating wealth for our clients).	Investment in stocks/ derivatives based on semi-correct information & analysis.