Best Strategies for Equities

“ABSEILING TECHNIQUES”

are what,
we have developed
IIFS BSE Series-1
as the best strategies
for your equity investments
to escalate returns with protection

‘Abseiling is the controlled

descent down a rope;
climbers use this technique when
a cliff or slope is too steep and/or
dangerous to descend without protection...

…the best techniques for equity markets too!’

Western Region
Nominee
 The origin of the abseil is attributed to Jean IIFSPL has derived attributes of the same principle to
Estéril Charlet, a Chamonix guide who lived
safeguard the equity investments.
from 1840-1925. The technique eliminates the

risk of fall while climbing steep rocks. A shaft

As the risks are unforeseen, BSE Series– I promises
is affixed the rope and with every move, it
continuous growth along with the safety gears i.e.,
clutches the rope. The shaft is tied with the

waist and prevents fall of the climber in events clutching your investments in various equity

of slipping feet or losing grip on the rope. products. The strategy helps in protecting the capital
IIFS BSE Series-1

and returns even in the falling markets.

In recent years, however, abseiling has become

Though, the market fall cannot be controlled, through
a popular sport in its own right. Abseiling can
strategic investments and active portfolios, the risk
be dangerous, and presents risks, especially to
of losses can be controlled by quick shifts in
unsupervised or inexperienced climbers.
portfolios.

Unsupervised abseiling can be dangerous. Rely on

experts. IIFSPL has the best of team to handle your

rope of growth in steep and sloppy markets.

 IIFSPL BSE Series – I with Abseiling Technique is first of its That’s what we call Abseiling Technique!

kind product in the financial markets with unique approach in

This ensures…
dealing with equity markets. The product is a result of
• Regular profit bookings based on triggers, covering open posi-
continuous research and system up gradations by IIFSPL with
tions with futures when markets appear to be unpredictable
its excellent team.

• Investing in Liquid ETF when market seems uncertain and the

BSE Series – I has been crafted to generate optimum returns investment earns from the call market

by investing into assets traded on the NSE and BSE Stock

IIFS BSE Series-1

• Taking benefit of volatility by creating open positions in down

exchanges. The strategy pays due concern to safety and
markets and booking profits when markets are up
taking opportunities in volatile markets. The portfolio can

invest in stocks, futures, ETF’s and/or any such instrument

• In the case of call going adverse, futures to be hedged to avoid
available in the secondary market through NSE / BSE that
and/or remove losses
might be required.

• Using Gold ETF’s in durations of prevailing opportunities

Investments are made in instruments having attractive valua-

tions attributed by strong fundamentals and technical • Investments in the future backed equities only and a limited
exposure to midcaps and small caps.
analysis. With any market fall, the portfolio is arbitraged

against futures to avoid losses. It helps to keep positions

opened for next opportunities. Funds are shifted further to
liquid ETF’s or other ETF’s that might seem opportunistic
when markets move away from fundamentals. Hence, the
Portfolio to remain maximum up to...
0-100% in Future backed stocks
0-30% in non – future backed stocks

strategy is designed to control the risk and striking as and

when the opportunities come forth. At the same time,

investments also don’t lie idle ever and keep growing.

 IIFSPL BSE Series—I Investment Plan

The investment plan is open from May 11, 2009 onwards. Following are the details of plan. Please contact the Relationship
Manager for further details.
TENURE:
36 Months from the date of agreement

HURDLE RATE:
IIFS BSE Series-1
8 per cent per annum

MANAGEMENT FEES:
1% TO 1.75% annually (Details as in Slabs of Investment)

PROFIT SHARING PATTERN:

Sharing at the end of the agreement term

Profit Sharing - 20% if returns above 8%

Loss Sharing – 20% if returns below 8%

SLABS OF INVESTMENT: 1 Lac To 5 Lac INR (No Loss Sharing) (1.75% Management Fees)

5 Lac To 10 Lac INR (Loss Sharing) (1.5% Management Fees)

10 Lac To 25 Lac INR (Loss Sharing) (1.25% Management Fees)

25 Lac and above INR (Loss haring) (1% Management Fees)

*Management fee to be paid by the investor to IIFSPL at every 12 months from the date of agreement as a percent age of the
value of investment of that date (1st year—Day 1, 2nd year—Day 366. 3rd year—Day 731.)
 IIFSPL BSE Series—I Investment Plan
The core members in IIFSPL BSE Series—I are as follow.
About IIFSPL

PARTHA GUPTA: Having been incorporated as a partnership firm three years ago, it is
now a private limited company since a year. The company created its
Director, IIFSPL
own repute into the space of investment advisory. The company has
An MBA from Gujarat University, Partha has a prolific
experience of about a decade into the primary and now expanded with its own successful products related to
secondary money and capital markets. He has served at clubbed-investment like, ATM Series—I and a real estate related
various national mutual fund houses and financial
investment plan, ‘Juhu Ecotel’. With its commitment to provide with
institutions.
IIFS BSE Series-1

best and innovative investment Solutions to its valued investors,

ANAND BIRAI: IIFSPL BSE Series—I is another ambitious and promising product by
the company. Other business of the group include,
Director, IIFSPL
By qualification, a master of Economics and master of management Consultancy, Communication & Media Consultancy
communication studies, Anand had a career of over half-a- and Financial Education.
decade in the Business Journalism and he is heading the
Mumbai operations for the company.
Contact Details:
NIRAV PATEL: IIFSPL
4th Floor, Padmavati Complex,
Manager-Equities, IIFSPL
Nirav has half-a-decade of experience in the equity Shrenik Park Cross Roads,
markets. He has worked at the best of the broking houses Vadodara-390020
of the country in different capacities. Nirav is in-charge of
PH: 0265-2325418
the complete equity business at the IIFSPL.

HULASH YADAV: MUMBAI:

F-61, Shagun Arcade,
Manager-Sales, IIFSPL
Hulash is an MBA (Investment Management) from NIM. Yashodham, Filmcity Road,
Hulash has a diverse experience of half-a-decade into the Goregaon (E), Mumbai-40062
financial industry at various financial institutions. At IIFSPL,
PH: 022-40036899
he handles the sales and marketing team.
sales@iifsindia.com
Website:iifsindia.com