[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
Loan Against Shares
Unlisted Company with the object to list it
Buying & Selling of a Listed Company
Partner with somebody in his Business
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)
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
Debt Instruments
Investment in Debt Instruments can be in
– Listed Non Convertible Debentures
– Mutual Fund – Gilt Scheme
– Inter Corporate Deposits
– Fixed Deposits of Corporate
Commodities
Arbitrage opportunities in Agro & Non
Agro Commodities traded in MCX/
NCDEX/ National Spot Exchange
News based Trading /Investment on very
selective basis
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
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.
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
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
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
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
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
SHUKRIYA
SHUKRIYA
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