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[SFL]

[SFL]. Business Plan. Mission. Identify Investment areas Risk v/s Return Analysis of Investments Optimize returns on Investments Transparency in Investments done Assured Returns. Investment Areas. Properties (Land , Flat , Project) Direct Equity Debt Instruments Commodities

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[SFL]

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  1. [SFL] Business Plan

  2. Mission • Identify Investment areas • Risk v/s Return Analysis of Investments • Optimize returns on Investments • Transparency in Investments done • Assured Returns

  3. Investment Areas • Properties (Land , Flat , Project) • Direct Equity • Debt Instruments • Commodities • Loan Against Shares • Unlisted Company with the object to list it • Buying & Selling of a Listed Company • Partner with somebody in his Business

  4. Risk v/s Return Analysis • Investment in Properties • Investment only in Property with Clear title and Bank approved project • Investment in Flat /Shop in Pre construction stage (Time frame of Investment - 2 years) • Buying of Land in growth expected areas (Time frame of Investment – 3 years)

  5. Direct Equity • Investment in Direct Equity can be in • Public Issues • Shares where Buy back is announced • Shares likely to announce Buy Back of shares • Shares where Merger- De merger is announced / to be announced • Shares with attractive valuation and available at attractive rates in Bad Market days • Rights Issues

  6. Debt Instruments • Investment in Debt Instruments can be in • Listed Non Convertible Debentures • Mutual Fund – Gilt Scheme • Inter Corporate Deposits • Fixed Deposits of Corporate

  7. Commodities • Arbitrage opportunities in Agro & Non Agro Commodities traded in MCX/ NCDEX/ National Spot Exchange • News based Trading /Investment on very selective basis

  8. Loan Against Shares • Clients to whom Loan will be given will be strictly only if following conditions are met • Client Directly known to us • It will be secured with minimum 50% Margin • Minimum Interest rate will be Bank Fixed Deposit Rate +3% (Minimum 12%p.a.) • Period of loan will be maximum 6 months

  9. Unlisted Companies • We will identify Company which is suspended from trading and is likely to be removed from suspension shortly • In case Investment amount is big then we will invite others for doing Investment on profit sharing basis • Investment period in such Companies will be of 1 year to 2 year • Return expected will vary anywhere between 15% p.a. to 18% p.a.

  10. Buying & Selling of a listed Company • If an opportunity exists where we have a buyer of a listed Company and also a seller of a listed Company then we will buy such Company first and then sell • In such case the Profit Margins will be high say anywhere between 20% p.a. to 30% p.a. • Also the period of Investment in such cases will be lower say between 1 month to 3 months • It will be risk free as Margins in some cases will be collected from the prospective Buyer

  11. Partnership in other Business • This will be done on very selective business • Normally it will be done only in following types of business • School / Coaching • Trading in textiles • Imitation Jewellery • Antique Collection

  12. Capital commitment • Minimum Investment from each Investor will have to Rs.10 lacs • Minimum period for Investment will be locked in will be 1 year ( so that Investment decisions can be taken accordingly) • Minimum Rs. 1 crore commitment from your group of Investor

  13. Our Fees • Our Advisory Fees will be upfront 1% • On return above 12% it will be shared as under • Return between 12% p.a. to 50% p.a.(25% of Return in excess of 12%p.a.) • Return above 50% p.a.( 50% of return in excess of 50%p.a. • In case of negative returns the same shall be borne by the Investor

  14. Assumptions • Commitment of funds will have to be made so that accordingly we can evaluate the proposals with time frame • If you wish to do not take any risk and want to only lend us purely then we can give Interest say anywhere between 9% to 12% p.a. depending on the time frame

  15. SHUKRIYA • SHUKRIYA

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