Upload
vvkvaranasi
View
213
Download
0
Embed Size (px)
Citation preview
8/4/2019 COMMDITY Presentation
1/27
Investment Planning
8/4/2019 COMMDITY Presentation
2/27
FIXED DEPOSITS
POSTAL AND RECURRING DEPOSITS
REALTY
ULIPS
MUTUAL FUNDS
EQUITIES
COMMODITIES
SELFFINANCE
Understanding Available Investment Options
8/4/2019 COMMDITY Presentation
3/27
8/4/2019 COMMDITY Presentation
4/27
COMMODITY TRADING PORTFOLIO MANAGEMENT SERVICE
Our Product
8/4/2019 COMMDITY Presentation
5/27
COMMODITY TRADING IS AN INVESTING STRATEGY THAT INVOLVES THE BUYING AND SELLING OFGOODS THAT ARE CLASSIFIED AS COMMODITIES.
MAJORLY TRADED COMMODITIES IN INDIA BY 3P WORLD
METAL BULLION AGRO POWER
COPPER GOLD COFFEE NATURAL GASALUMINUM SILVER COCOA CRUDE OIL
LEAD CORN
NICKEL ORANGE JUICE
ZINC SOY OIL
SUGAR
WHEAT
SOYBEANSSOY MEAL
COTTON
What is Commodity Trading and where do we Trade ?
8/4/2019 COMMDITY Presentation
6/27
NO LOCK IN
HIGH LIQUIDITY
MINIMUM EXPECTED RETURNS: 18% PER ANNUM.
HIGHLY REGULATED PRODUCT BY SECURITY EXCHANGE BOARD OF INDIA
AT ANY POINT IN TIME NO MORE THAN 30-35% OF THE CAPITAL WILL BE INVESTED IN
POSITIONS (MARGIN MONEY). REST OF THE CAPITAL WILL BE USED AS CUSHION FORFLUCTUATING TRADES.
FUNDS OPERATED FROM CUSTOMER TRADE ACCOUNT
FUNDS MANAGED BY EXPERTISE AND EXPERIENCED 3P WORLDS FUND MANAGERS
Features of our product
8/4/2019 COMMDITY Presentation
7/27
Product Comparison SelfFinance Vs Commodity
SelfFinance
Capital will be with third party
Interest need to be paid by third
party
No regulator to third party
High risk
Returns are fixed
Commodity
Capital will be in customer account
Profit will be generated through commoditytrading by exposing not more than 30-35%of total capital.
SEBI regulated product
Risk not more than 30-35% of the capital
Returns are fluctuating and the averagereturn is not less than 4 percent and higherthan 23 percent per month this financialyear and minimum expected returns are18% per annum as per agreement
8/4/2019 COMMDITY Presentation
8/27
Account Opening Process
Application Forms for
Trade Account from
customer
Customer
After the trade account is opened customer will enter
into Fund Management agreement with 3P world
Customer Account with
MCX and NCDEX will be
Opened and fund will be
transferred to customer
Trade account
8/4/2019 COMMDITY Presentation
9/27
Your Commodity Account is Opened Through
8/4/2019 COMMDITY Presentation
10/27
At the time of independence in 1947, India's capital market
was relatively under-developed. Although there was significant
demand for new capital, there was a dearth of providers.
Merchant bankers and underwriting firms were almost non-
existent. And commercial banks were not equipped to provide
long-term industrial finance in any significant manner.
It is against this backdrop that the government of India
established The Industrial Finance Corporation of India (IFCI)
on July 1, 1948, as the first Development Financial Institution
in the country to cater to the long-term finance needs of the
industrial sector. The newly-established DFI was provided
access to low-cost funds through the central bank's Statutory
Liquidity Ratio or SLR which in turn enabled it to provide loans
and advances to corporate borrowers at concessional rates.
By the early 1990s, it was recognized that there was need
for greater flexibility to respond to the changing financial
system. It was also felt that IFCI should directly access the
capital markets for its funds needs. It is with this objective
that the constitution of IFCI was changed in 1993 from a
statutory corporation to a company under the Indian
Companies Act, 1956. Subsequently, the name of the
company was also changed to "IFCI Limited" with effect
from October 1999.
About IFCI Ltd
8/4/2019 COMMDITY Presentation
11/27
About IFCI Financial Services Ltd. (I-FIN)
IFCI Financial Services Ltd (I-FIN) was promoted in1995, by IFCI Ltd., to provide a wide range of
financial products and services to investors,
institutional and retail. I-FIN is primarily involved in
Stock Broking, Investment Banking, Mutual Fund
Distribution & Advisory Services, Depository
Participant Services, Insurance Products
Distribution and the like.
Various products from I-FIN:
Stock Broking Commodities Broking Currency
Trading Portfolio Management Services
Depository Participant Services Merchant
Banking Mutual Fund Products Distribution IPO
Distribution Corporate Advisory Services
8/4/2019 COMMDITY Presentation
12/27
o The National Stock Exchange of India Limited (NSE) : I-Fin is a premier broking house and is currently a member of NSE in
all the segments Cash Market (CM), Futures & Options (F&O), Whole sale Debt Market (WDM) and Currency Derivatives.
The company caters to many prestigious institutional clients in the insurance, mutual funds and banking segments.
o The Bombay Stock Exchange of India Limited (BSE) : I-Fin is a member of one of the oldest stock exchanges in India,
namely the BSE, in the Cash Market (CM) segment.
o Multi Commodity Stock Exchange of India Limited (MCX SX) : I-Fin has obtained a license from MCX-SX, and is a
member of the Currency Segment. MCX-SX provides a host of benefits to a wide range of financial market participants,
including exporters, importers, corporate and banks to hedge currency exposures.
o Depository Participant (DP) : As a Depository Participant with the National Security Depository Limited (NSDL) and
Central Depository Participant Limited (CDSL), I-Fin serves its clients in a wholesome fashion.
oMerchant Banking : As a SEBI approved Category I Merchant Banker, I-Fin is involved in the capital raising exercises of
Indian Corporate.
oMutual Fund Distribution: Registered with the Association of Mutual Funds in India (AMFI) as a distributor of Mutual
Fund products, I-Fin has been highly active and very successful in the distribution of various mutual fund products.
o OTHER MEMBERSHIPS
Through IFCI Commodity Ltd. a subsidiary of IFCI Financial Services Ltd.
Multi Commodity Exchange of India Ltd (MCX)
National Commodity & Derivatives Exchange Ltd.(NCDEX)
National Spot Exchange Limited (NSEL)
I-FINS MEMBERSHIPS & LICENCES
8/4/2019 COMMDITY Presentation
13/27
IFCI Financial Services Ltd.142, Mahatma Gandhi Road
,Nungambakkam
Chennai 600 034.
TEL : 91- 44 -28306600
Email:[email protected]
Website:www.ifinltd.in
8/4/2019 COMMDITY Presentation
14/27
Your Types of Accounts
8/4/2019 COMMDITY Presentation
15/27
SECURITY EXCHANGE BOARD OF INDIA
Our Regulator
8/4/2019 COMMDITY Presentation
16/27
3P-WORLD
AUSTRALIA | UAE | INDIA
WWW.3P-WORLD.COM
Your Fund Management Partner
8/4/2019 COMMDITY Presentation
17/27
About your Fund Management Partner 3P world
Our primary
business
expertise is
advisory and
has been inexistence since
1998.
3P stands for PEOPLE, PROFIT and PLANET.
We are present in Australia, UAE and India. We
also have a partner office in Zurich for our Capital
Market Investments.
Our core competence has been managing clients
investment objectives. We provide professional
advice and execution in areas of Tax Planning,
Money Management and Implementation of
various Investment Strategies
8/4/2019 COMMDITY Presentation
18/27
3P-World Business Framework
We have been in business with a
focus on commodity research / consulting /
publications and training since the initial
inception.
We work in close collaboration with many
corporate firms and agencies in
disseminating market information and
undertaking consulting activities for hedging
purposes. Apart from our own knowledge
pool and experience we have access andguidance from our panel of experts.
We have restricted our business based on
our activities. We have clear independent
teams that conduct research, manage risk
and execute trades. The Research Team
identify opportunities which the Technical
Team analyze for ideal entry and exit points.
and executed on client accounts by ourTrade Execution Desk based on criteria set
by the Risk Management Team.
8/4/2019 COMMDITY Presentation
19/27
Commodities Tracked (based on Volatility and Return)
We trade numerous commodities. The
image on the right shows most of the
commodities that we track and trade.
The selection is based on 3 primary factors
Volatility, Volume and the Return on the
commodity. As a general rule almost 50% ofour trades fall under the Ideal Market and
less than 20% under Unique Opportunity.
However, the returns on the Unique
Opportunity trades generally out-perform
the rest of the trades.
8/4/2019 COMMDITY Presentation
20/27
Managed Accounts Performance (International) for the Year 2007
F
eb 4.64%
Mar 4.69%
Apr 1.20%
May 7.29%
Jun 2.82%
Jul 5.50%
Aug 11.32%
Sep 6.61%
Oct 0.42%
Nov 2.99%
Dec 3.24%
Total Gain: 50.73
Monthly Performance:
8/4/2019 COMMDITY Presentation
21/27
Managed Accounts Performance (International) for the Year 2008
Monthly Performance:
Jan 2.68%
Feb 3.83%
Mar 5.31%
Apr 6.94%
May 5.37%
Jun 3.12%
Jul 3.12%
Aug 4.78%
Sep 4.76%
Oct 3.97%
Nov 2.00%
Dec 3.68%
Total Gain: 46.88%
8/4/2019 COMMDITY Presentation
22/27
Managed Accounts Performance (International) for the Year 2009
Monthly Performance:Monthly Performance:
Jan 0.70%
Feb 9.73%
Mar 2.80%
Apr 5.81%
May 6.02%
Jun 5.91%
Jul 6.00%
Aug 4.00%
Sep 1.62%
Oct 4.00%
Nov 2.69%
Dec 2.97%
Total Gain: 39. 57
8/4/2019 COMMDITY Presentation
23/27
2010 Q3 Managed Account Performance: . 92.48% GAIN
ASSET ALLOCATION
Mar 4.17%
Apr 6.48%
May 14. 90%
Jun 9.29%
Jul 9. 72%
Aug 8.94.%
Sep 23. 95%
Oct 6.07.%
Nov 8.93%
Total
Gain:
92. 48
8/4/2019 COMMDITY Presentation
24/27
8/4/2019 COMMDITY Presentation
25/27
Account Operating Process
Alternate Day
Statements
Exchange
MCX/
NCDEX
Application
Forms
Weekly
Confirmation +
Monthly
Performance
Report
Application Forms
SMS
Confirmation
on each trade
Customer
8/4/2019 COMMDITY Presentation
26/27
Thank you
8/4/2019 COMMDITY Presentation
27/27
Contact of 3P World:
Three P-World FZC
UAE, Dubai:18th Floor,Burjuman Business Tower
Dubai. U.A.ETel: +971 (0)4 509 6862Fax: +971 (0)4 509 6797
3P-World Pty. Ltd.
Australia, Melbourne:PO Box 21707, Little
Lonsdale Street,
Melbourne 8011. VIC.
Australia
Three P-World FZCUAE, Ras Al Kamiah:
Business Centre,
PO Box 56721, UAE(RAK)
India, Bangalore:2nd Floor, 450, 15th Cross,
Jayanagar
2nd Block,
Bangalore 560011.
Karnataka State. INDIA
India, Hyderabad : #301,3rd Floor ,Pavani Anasuya
Towers,Opp HMDA,Tarnaka
Hyderabad- 500017Andhra Pradesh India