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DEPARTMENT STUDY

PRODUCT & SERVICE DETAILS AND PORTFOLIO

 REPORTS :
 Conference Meeting with Research and Technical and Dealers team before market open
@ 8.45
 Market Outlook at 9:15 a.m.
 Technical Report at 6:00 p.m.
 Derivative Analysis Report at 9:15 a.m.

 FUNDAMENTAL RESEARCH SERVICES:

 The Sunday Weekly Report :


This weekly report is the ace of all reports. It offers a comprehensive market overview and likely
trends in the week ahead. It also presents few top picks based on an in-depth analysis of
technical and fundamental factors. It gives short term and long term outlook on these scrip’s,
their price targets and trading strategies. Another unique feature of this report is that it
provides an updated view of about 70 prominent stocks on an ongoing basis.

 The Industry Watch :


This report provides an in-depth analysis of specific industries which are likely to outperform
others in the economy. It analyzes their strengths and weaknesses and ascertains their future
outlook. The final view is arrived at after thorough interaction with industry experts. Also
comparative performances of various companies in the sector are evaluated and top picks are
recommended.

 Stock Analysis :
Angel’s stock research has performed very well over the past few years and the Angel Model
Portfolio has consistently outperformed the benchmark indices. The fundamentals of select
scrip are thoroughly analyzed and an actionable advice is provided along with investment
rationale for each scrip
 Flash News: Key developments and significant news announcements that are likely to have an
impact on markets / scrip are flashed live on trading terminals. Flash news keeps the market
participants updated on an online basis and helps them to reshuffle on their holdings.
 TECHNICAL RESEARCH SERVICE :
 Nifty Tracker :
Nifty Futures is the most traded instrument with highest volumes in F & O and excellent
liquidity. The team tracks the Nifty Future and generates calls based on unique trading system
which is a result of their focused research over the past few years. The objective is to
generate positive returns for traders who are looking for a high risk / high reward product.

 Online Chart :
An online forum to help clients, specifically day traders in judging the directions of the market
and stocks which are in the limelight.

 Intraday Calls :
For day traders, Angel provides intra-day calls with entry, exit and stop loss levels during market
hours. These calls are flashed on their terminals. Their analysts continuously track the calls and
provide recommendations according to the market movements.

 Position Calls :
Angel’s “Position Trading Calls” are based on thorough analysis of the price movement in select
scrip’s. These calls are for a 10-15 day time span with stop loss and target levels. These calls are
flashed on their terminals during market hours.

 Derivative Strategies :
Their analysts take view on the Nifty and select stocks based on the derivatives data and
technical tools. Suitable “Derivative Strategies” are devised, which are flashed on their
terminals and published in their reports.

 Futures Calls :
A customized product for HNIs to help them trade with leveraged position; wherein clients are
advised on the stocks with entry, exit and stop loss level for short term benefits. Over and
above this, financial status of the calls is monitored at all times.
 INVESTMENT ADVISORY DESK:

At Angel, they have a dedicated Investment Advisory Desk :-

 To help manage client’s equity portfolio and create wealth


 To help client understand their risk profile and define investment goals realistically
 To minimize client’s risk and maximize their returns
 To help client decide what to buy / sell and when to buy / sell
 To help client’s understand macro-economic trends and sectoral / company developments
 To help client restructure their portfolio based on sound research

 PORTFOLIO MANAGEMENT SERVICES :


Angel offers discretionary PMS to investors in order to assist them in managing their funds amidst
continuous changing market dynamics and increasing complexities of investing. Investing in equity
market requires in-depth knowledge and thorough analysis coupled with clear understanding of
domestic and international economies. Investors need the services of an expert to manage their
funds and deliver good returns in diverse market conditions. Continuous wealth creation with and
emphasis on capital preservation is essential in today’s complex markets.

In order to systematically diversify the holdings of clients across varied sectors and with and
intention to give them handsome returns, Angel devised the concept of the Model Portfolio :-

 Angel came out with its first Model Portfolio in August 2002
 Since then it has come out with Model Portfolios which have consistently outperformed the
Sensex YOY (Year on Year).
 In fact the latest model portfolio by Angel has successfully outperformed the Sensex by a
whopping 80%
Angel’s Portfolio Advisory Team had a successful track record of assisting its clients in managing their
portfolios for over 4 years.

The Portfolio Management Process starts with understanding each investor’s risk appetite and return
expectations. The Portfolio Management Team not only draws support from Angel’s in-house research
team for new investment ideas but also has its own stocks picking by adopting bottom up research.
Salient features of PMS schemes are 100% discretionary, time horizon 12-18 months and Wealth
creation at minimum risk.
 PMS SCHEMES @ ANGEL
Scheme 1: Angel OYSTER

Description :

The main objective of the scheme is wealth generation by delivering superior returns over long term
through investments and equity related instruments.

Investment Strategy :

 To generate wealth on consistent basis rather than outperform by taking higher risk.
 Logic works well and thus will be given weight age along with financials
 Early identification of stocks to ride through the entire investment cycle
 Timing of investment is important to generate superior returns
 Bottom –up approach
Parameters Driving Investment Decision :

 Blend of growth and value stocks


 Investments in companies regardless of market capitalizations
 Keen selection of stocks based on potential for value unlocking based on key events
 Focus on companies which display
 Scalable business potential
 Large market opportunity
 Beneficiary of favorable economic cycle
 Valuation at steep discount to asset value
Sectoral Composition :

 May include under- researched companies


 Portfolio could invested in liquid funds
Investor Profile :
 Safety of capital will be of utmost importance
 The scheme would be suited for investors having medium to long term perspective (i.e. 12-18
months)

Scheme 2: Angel BLUE- CHIP

Description :

The objective of the scheme is to generate capital appreciations in the medium to long term through
investments in equities and equity related instruments comprising predominantly large cap companies.

Investment Strategy :

 The scheme will seek to achieve returns through brand based participants in equity markets by
creating a diversified equity portfolio. The portfolio will be overweight on large cap companies.
 The portfolio strives at all time to achieve an 80% allocation to large cap companies.
 The allocation of sectors and stocks in the portfolio may be dynamically structured in tune with
changes in broader market conditions
 Overweight on large cap stock. However quality mid cap stocks may also be considered for
investment.
 Portfolio to comprise of a combination of growth & value stocks.
 The portfolio strives to limit the exposure to any sector to less than 25% of the portfolio size
 The portfolio strives to limit the exposure to any stock to less than 10% of the portfolio size
 The allocation and composition of medium capitalized stocks to vary based market conditions
Investor Profile :

 The scheme would be suited for investors with low to moderate risk appetite
 The scheme would be suited for investors having medium to long term perspective.
Benefits of Angel PMS :

 Understanding risk : At Angel, utmost emphasis is given to understanding the risk profile of an
investor.
 Periodic Evaluation : Periodic evaluation of the Model Portfolio is carried out and market
movements are cashed upon.
 Administrative Convenience : Angel focuses on providing hassle free administrative /
operational support and customized services.
 Transparency : Regular statements and updates as well as online access to information required
for investment.
 Regular Analysis and Monitoring : Investments undergo regular monitoring and analysis to check
any deviation from the structured goal ensuring creation of wealth over a period of time.
 Professional Management : PMS is provided to professional management by experts on equity
with an aim to optimize returns.
Angel PMS – Ideal For :

Portfolio Management Services from Angel are essential for investor who needed

 Long term wealth generation


 Personalized service
 Investment opportunities in Indian equities
 Fundamental research based investment decisions
In essence, all investor who have faith and belief in the Indian growth story and robust corporate
performance would find Angel PMS most suitable to meet their objectives.

 ANGEL GOLD :

In a volatile market it is very difficult for an investor to pick up value stocks which will give decent
returns in the long run. We at Angel Gold realize your need for a professional financial advisor and
hence are here to assist you in making wise and profitable decisions.

We strongly believe that right decisions taken at the right time are always beneficial and that's why our
entire research team comprising of 12 sector specialists along with our research head will understand
your need, return expectation, risk profile and time horizon to design your portfolio accordingly. This
portfolio will be tracked regularly and our efforts would be to optimize your returns in the long run.

Features of the Angel Gold :

 A premium service for clients who need professional guidance on long term investments.
 Minimum fund / portfolio of Rs. 1 lakh and maximum of Rs. 4 lakh eligible for Angel Gold.
 Appropriate risk profiling before taking investment decisions
 Periodic group meetings and seminars in branches.
 Monthly Newsletter from the desk of “Angel Gold” .
 Browser based back-office software.

 COMMODITIES SERVICES :
 Agro Tech Speak :
Mainly gives the investors insight into and a forecast for agro commodities viz. pulses (urad,
channa etc); reports on oil complex (soybeans castor etc.) along with spices with reports on
kapas guar seed.

 Call Evaluation :
A report designed for evaluating the calls given by the angel research team where the reports
are classified in 3 broad categories viz. achieved, triumph, not achieved along with the trade
recommendations.

 Commodities Tech Speak :


This report mainly equips the investors dealing in MCX segment in commodities like gold, silver,
crude oil, copper etc with the market insight and expert recommendation on the trading
strategies

 Angel Commodity Advantages :


 Top Quality Research :
o Professionally qualified analysts with rich industry experience
o Research on 25 agro commodities, precious metals, base metals, energy products and
polymers
 E-Broking :
o Single screen customized market watch for MCX / NCDEX with BSE / NSE
o Streaming quotes and intraday calls
 DP Facilities in Commodities Trading on CDSL
 24x7 Online Back-office
 Efficient Risk Management
 Competitive Brokerage Rates
 MUTUAL FUND DISTRIBUTION AND ADVISORY :
To enable clients to diversify their investment in the right direction, Angel Broking has added
another product in its range with mutual funds:

 Customized investment solutions based on specific individual’s financial goals aligned with
client’s risk appetite.
 Access to in-depth research and proper selection from diversified funds based on client’s
preferred criteria.
 Customized reports at desired frequency.
 Rating and Rankings of all Mutual Funds from in-house expert analysts.
 Current and historical performance of different funds enabling comparisons.
 News and alerts for client’s Mutual Fund Portfolio and performance tracking with watch lists.
 Online Mutual Funds applications (NFO or existing) / Online order status tracking / online
updating of unit holdings at latest NAV / Online dividend payout and re-investment facility.
 Single point customer query handling.

 IPO DISTRIBUTION AND ADVISORY :


 Wide network of branches for better customer reach.
 Dedicated Research Teams generating sector related reports.
 Ease in investing with informed decision making.
 Advisory Help Desk for all IPO related queries.

 DEPOSITORY PARTICIPANT SERVICE :


What is a Depository
A Depository is an organization which holds investors' securities in electronic form. The depository also
provides services related to various transactions in such securities. A depository interfaces with its
investors through Depository Participants. Depository Participants maintain investors' accounts (demat
accounts) which are similar to Savings Bank/Current accounts with a Bank. Purchase and sale of
securities can be done through demat account.  Presently there are two depositories in India viz., NSDL
(National Securities Depository Limited) and CDSL (Central Depository Services Ltd).  Our Bank is a
Depository Participant of NSDL.
 Angel Broking Ltd. is a DP Service provider through CDSL. They offer Depository Services to
create a seamless transaction platform to execute trades through Angel Group of Companies
and settle these transactions through Angel Depository Services.
 Hassle free automated pay-in of client’s sell obligations by Angel Broking Ltd. / Angel Capital &
Debt Market Ltd.
 Instant disbursement of non-cash benefit like bonus and rights
 Wide Branch coverage
 Personalized / Attentive services of trained and dedicated staff
 Centralized billing and Accounting
 Acceptance and Execution of instructions on “fax”
 “Zero” upfront payment and lowest transaction charges
 Daily statement of transactions and holding statements on e-mail
 No charges for extra transaction statement and holding statement
 Daily Margin Calls by dedicated staff.
 Calls for Pay in and Pay Out.
 Services rendered are for holding / transferring / pledging of securities such as shares /
Debentures / Bonds / Commercial Papers/ UTI units / etc (known as securities) in electronic
form (Dematerialized form).

Functions
 Dematerialization (conversion into electronic form) of securities in physical form.
 Effecting deliveries from demat accounts.
 Getting credits into the demat accounts when transferred from other accounts.
 Modification of accounts for change of address / Bank account details / nominee / power of
attorney.
 Pledge / unpledged of securities, where the securities remain in the account of pledgor but are
blocked in favour of pledgee. For pledge both pledgor & pledgee must have accounts in CDSL,
though with different DPs.>
 Freeze / unfreeze of Account or specific securities.
CUSTOMER SERVICE
1. Cluster Co-ordinate
2. MIS
3. Advisory
The Angel Broking consists of a team of specialists dedicated to providing customized investment solutions
aimed at maximizing returns from the capital markets.

 Your personal relationship manager will develop a tailor-made investment strategy after thoroughly
understanding your financial objectives and risk profile. She/he will also keep you updated of all relevant
information pertaining to your financial needs.
 Our team of financial experts will systematically scan the investment universe to identify suitable opportunities
for you. They will also review your portfolio to monitor risk and align them with your requirements.
 We encourage active participation of our clients in the investment process. They will have access to technical
and fundamental analysis workshops, exclusive meetings with Management of Company and providing
training to brokers, sun-brokers and dealers for better profit generation.

 Our trading ideas are based on technical & fundamental research.

4. Help and desk

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