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Wazirs Fintech LLP

Equities

Equity shares represent ownership in a company that entitles its holders to have a share in the profits and the right to vote on the company’s affairs. Equity shareholders are residual owners of the firm’s profit after other contractual claims on the firm are satisfied. Investments in equity shares reward investors in two ways: dividends & capital appreciation. Equity stocks can broadly be classified as Large Cap, Mid Cap and Small Cap. Large-cap stocks are shares of the top 100 companies in India, they are less volatile and provide moderate returns. Mid-cap stocks are shares of the next top 100-250 firms. They give high returns and moderate volatility. Small Cap is small firms that come after top 250 companies in India and they are very risky but give very high returns.

Derivatives

Derivatives are types of a financial contracts whose value is dependent on an underlying asset, group of assets, or benchmark. The prices of derivatives are dependent on their underlying asset.Derivatives are based on a wide range of underlying assets. These include:
1. Metals such as Gold, Silver, Aluminium, Copper, Zinc, Nickel, Tin, Lead etc.
2. Energy resources such as Oil (crude oil, products, cracks), Coal, Electricity, Natural Gas, etc.
3. Agri commodities such as wheat, Sugar, Coffee, Cotton, Pulses etc, and
4. Financial assets such as Shares, Bonds and Foreign Exchange.
Derivatives are available in a variety of forms, the most prevalent of which are futures and options contracts.
A futures contract is an agreement between two parties for the purchase and sale of an asset at a predetermined price at a future date.
Options contract that gives buyers or sellers the right, but not the obligation, to buy or sell an underlying asset at an agreed-upon price and date.

Mutual funds

A mutual fund is a vehicle (in the form of a “trust”) to mobilize money from investors, to invest in different markets and securities, in line with the common investment objectives agreed upon, between the fund and the investors. In other words, through investment in a mutual fund, an investor can get access to equities, bonds, money market instruments and/or other securities, that may otherwise be unavailable to them.
Mutual funds also offer facilities that help investors invest amounts regularly through a Systematic Investment Plan (SIP), withdraw amounts regularly through a Systematic Withdrawal Plan (SWP); or move money between different kinds of schemes through a Systematic Transfer Plan (STP). Such systematic approaches promote investment discipline, which is useful in long-term wealth creation
and protection.
The following are the benefits of investing through mutual funds:

Professional management
Risk diversification
Affordability & Convenience (Invest Small Amount)
Liquidity
Low costs
Well-Regulated
Tax Benefits

Portfolio Management Services

Portfolio Management Services (PMS), a service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives.
Portfolio management involves selecting and managing a basket of assets that minimizes risk while maximizing return on investments. A portfolio manager plays a pivotal role in designing customized investment solutions for the client.

Funds are managed by professionals so that investors don’t have to keep track of every security. The service will help in growing and securing wealth as well as planning your retirement. The portfolio manager shall not accept from the client, funds or securities worth less than fifty lakh rupees

Types of Portfolio Management Services:

Discretionary PMS: – Where the investment is at the discretion of the fund manager & the client has no intervention in the investment process.
Non-Discretionary PMS: – Under this service, the portfolio manager only suggests investment
ideas. The choice, as well as the timings of the investment decisions, rests solely with the investor. However, the execution of the trade is done by the portfolio manager.

Commodities

In the commodity market, numerous commodities and their derivative products are bought and sold. Metal, energy, livestock and meat, and agriculture are the primary categories of these commodities.
The MCX (Multi Commodity Exchange of India Ltd) commodity market, one of India’s largest national commodity exchanges, offers a tool for investors to diversify their portfolios beyond traditional equities.
Commodity futures contracts, options, and exchange-traded funds (ETFs) are all ways to invest in commodities.

IPO

When a private company first sells shares of stock to the public, this process is known as an initial public offering (IPO). In essence, an IPO means a process by which a privately held company becomes a publicly-traded company by offering its shares to the public for the first time. For that reason, the IPO process is sometimes referred to as “going public.”. Through the IPO, the company gets its name listed on the stock exchange.
The institutional investors, high net worth individuals (HNIs) and the public can access the details of the first sale of shares in the prospectus. The prospectus is a lengthy document that lists the details of the proposed offerings. If an investor wants short-term quick profits, an IPO is the hottest financial product to look for.

AIF

An alternative investment is a financial asset that does not fall into one of the conventionalinvestment categories. Conventional categories include stocks, bonds, and cash. Alternative investments can include private equity or venture capital, hedge funds, managed futures, art and antiques, commodities, and derivatives contracts. Real estate is also often classified as an alternative investment.
AIF shall not accept from an investor, an investment of value less than Rs. 1 crore. In the case of investors who are employees or directors of AIF the minimum value of investment shall be Rs. 25 lakh.

Algo trading

Algorithmic trading (also called automated trading, black-box trading, or algo-trading) uses acomputer program that follows a defined set of instructions (an algorithm) to place a trade. Algorithmic trading makes use of complex formulas, combined with mathematical models and human oversight, to make decisions to buy or sell financial securities on an exchange.The trade, in theory, can generate profits at a speed and frequency that is impossible for a humantrader.
Algo trading is one of the best ways for an investor to ensure they do not commit physical or emotional errors while trading and miss out on potential profits.

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About Wazir

Wazirs is a registered company under the Companies Act, 2013, serving as a financial consulting group and an investment advisor in Gurgaon. Wazirs group offers corporate finance consulting services and is known as the best financial consulting company in the region.

We specialize in providing a comprehensive range of financial services, including securities investment, wealth management, mutual funds (MFs), and institutional broking. At Wazirs, we are dedicated to assisting our customers in achieving financial freedom through informed decision-making regarding their risk profiling, financial goal setting, and long-term wealth building. In addition to our core services, we also offer research advisory, insurance, and legal assistance to cater to all aspects of our clients & financial needs.

Companies

Wazirs Ventures Pvt. Ltd.

Wazirs Consulting Pvt. Ltd.

Wazirs Securities Pvt. Ltd.

Wazirs FinTech LLP

Wazirs Capital Pvt. Ltd.