SRIA - Firm Profile

1. The Caretaker of your WEALTH!!
Shri Rama InvestmentAdvisory & Support Services
Shri Rama Investment Advisory & Support Services
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2. Agenda
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3. Company Overview

SRIA Established in 2000by Mr. T Ramabhadran, former MD of Sundaram Finance& Retired GM, International Banking, SBI

4. Provider of Holistic Wealth Management solutions to HNIs & NRIs 5. Personalized services with ultimate aim of Wealth Creation for our clients 6. Integrity & Trust - our Buzzwords!! 7. Wide gamut ofInvestment related servicesunder one roof 8. Personalized services with utmost care.Investment Doctors!! 9. Caters to more than 60 clients : AUA of Rs 350 MillionShri Rama Investment Advisory & Support Services
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10. Shri Ramas Pyramid of Investing
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11. Services
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12. Financial Planning

Understanding the clients needs and objectives

13. Risk profiling & Asset Allocation 14. Regular Monitoring, Dynamic Reviews & Periodical Updates 15. Stringent Risk ManagementShri Rama Investment Advisory & Support Services
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16. Mutual Fund Advisory
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Mutual Fund Advisory

Expert MF investment advisory services

17. Offering equity, debt, balanced and ELSS investment advisory services 18. Active monitoring of MF investments Enabling Higher Yields 19. Periodical Review & Updates of MF portfoliosNot just a Distributor of MF products, but a CARETAKER!!
20. Portfolio Advisory
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Designing Investment Models comprising fixed income securities, Equities, MFs, Commodities to suit age, career, risk/liquidity preferences & tax status of clients

21. Expert in-house portfolio construction and restructuring team 22. Dynamic and Periodical Reviews of Portfolios 23. Generation of periodical reports 24. Superior Executional Capabilities & Strong Back office Support Consistently generating alpha returns over a period of 10 years
25. Equity and Derivatives Services

Stock & Derivatives Trading NSE, BSE

26. Tie up with leading Brokerage Houses in providing trading and depository services 27. IPO Advisory 28. Equity Advisory 29. Advice/Assistance in selection of shares 30. Execution of orders through online terminals 31. Close monitoring and churning of such investments on a discretionary basis in line with sectoral and scrip specific shiftsShri Rama Investment Advisory & Support Services
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32. Commodity & Alternate Asset Classes Advisory

Offering Advisory & Trading services on investments in commodities like Gold, Silver and Crude

33. Helps in diversifying the asset base of the clients and reap the benefits of asset diversification through commodities trading 34. Offering Real Estate Investment Services through tie-ups with realty funds of leading AMCsShri Rama Investment Advisory & Support Services
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35. Support Services

Tax Planning, Preparation& filing of IT returns

36. Expert Insurance Advisory Services 37. Preparation of Capital Gains statements for taxation purpose 38. Strong Back Office Support in generation of review reportsShri Rama Investment Advisory & Support Services
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39. The Team

Mr. T Ramabhadran, CEO and Managing Partner: 50 years of experience in the field of Banking and Investments: Headed International Banking, SBI and former MD, Sundaram Finance.

40. Subash R, VP: IIM B Graduate: Experience in Commodities and Currency trading in global markets. His core expertise includes financial planning and portfolio management. 41. Ably assisted by a team of highly efficient dealers with a combined equity and derivative trading experience of more than 50 yearsShri Rama Investment Advisory & Support Services
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42. Contact
Registered Office:
15, Sixth Street, Nandanam Extension,
Chennai600035.
India.
Ph: 91-044-24335067/24321387/42066755(Fax)
Email: [email protected]
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Economy & Finance

SRIA - Firm Profile