Prudent Broking Services Pvt. Ltd

Prudent Broking Services Pvt. Ltd
AN INVESTMENT
STRATEGY
THAT GIVES YOU
THE BEST OF BOTH
WORLDS
Grow Your Money with us...
Technically & fundamentally
Prudent Broking Services Pvt. Ltd
Prudent Broking Services Pvt. Ltd
UNDERLYNING PRINCIPAL
 
MARKET REWARDS
GROWTH
 
GOOD COMPANY
V/S 
GOOD STOCK
 
OPPARTUNITY
COST
MARKET REWARDS
GROWTH
 Stock  A
 Price: 100
 EPS: 10
 P/E: 10
 Growth rate: 8%
 Peg ratio:1.25
 Stock  B
 Price 100
 EPS: 5
 P/E: 20
 Growth rate: 25%
 Peg ratio: 0.8
Prudent Broking Services Pvt. Ltd
Stock B, though expensive on P/E
basis, is likely to give more return due
to higher growth
GOOD COMPANY vs GOOD STOCK- 
OPPORTUNITY COST
 
 
 
L&T INFOTECH (UP 48% YTD)
 INFOSYS ( DOWN 2% YTD)
Prudent Broking Services Pvt. Ltd
Both are good companies, but L&T Infotech turned out to be a better stock
 
 
 
GOOD COMPANY vs GOOD STOCK- 
OPPORTUNITY COST
 
 
 
ASHOK LEYLAND (UP 46% YTD)
 TATA MOTORS ( DOWN 14% YTD)
Prudent Broking Services Pvt. Ltd
 
PRUGROW 
works on
 a unique strategy
which combines both fundamental and
technical analysis to generate superior
return compared to index.
 
The idea is to select a “fundamentally sound
stock” which is also technically bullish i.e.
Looking  strong on chart.
 
Better known as TECHNO FUNDA calls
Prudent Broking Services Pvt. Ltd
 
Investment in Good
Corporate Governed
companies
(Avoiding companies having
questionable management)
 
No OR Minimal
pledge shares
 
Decent Return
Ratios
(ROCE, RONW)
 
Positive operating
cash flow &
Good earnings
growth
Prudent Broking Services Pvt. Ltd
FUNDAMENTAL ASPECTS
 
To Avoid a stock
when it is in a
consolidation mode
or downtrend so that
price/time loss can
be minimised
 
To Catch a stock
when it is has
just broken out
rather than after
it has run up a
lot, so that risk-
reward is better
 
Helps choose
among many
stocks where all
the companies
might be good
but not all the
stocks
 
Works on the
principle of “Right
Stock at Right
Time”
TECHNICAL ASPECT – 
WHY USE CHART
Prudent Broking Services Pvt. Ltd
RECENT ONE: KOLTE PATIL: 
RECO. DATE: 10
TH
  OCT. 2017,
 RECO PRICE: 220
Prudent Broking Services Pvt. Ltd
ISFT– 
RECO. DATE: 30  AUGUST 17, 
RECO. PRICE: 533
Prudent Broking Services Pvt. Ltd
ALL STOCKS DO NOT
GIVE QUICK or
POSITIVE RETURN
Therefore…
 
Build a
portfolio of
about 20-25
stock
 
Exit if key
technical levels
are breached
decisively
 
Pre-decided
profit booking
levels 
(20%,
30%, 50%)
Prudent Broking Services Pvt. Ltd
PRUGROW vs NIFTY (Since July 2015)
Prudent Broking Services Pvt. Ltd
PERFORMANCE OF PRUGROW
(SINCE PRODUCT LAUNCH on 6
th
  JULY 2015)
Prudent Broking Services Pvt. Ltd
The product follows a
percentage allocation
method in which new
account will replicate the
model portfolio in terms
of percentage allocated
to each stock.
Prudent Broking Services Pvt. Ltd
PERCENTAGE ALLOCATION
METHOD
For example, in the
model portfolio, stock A
and B are having
weightage of 5% and 2%
respectively, a new
account of 5 lac will start
with Rs. 25000 in stocks
A and Rs 10000 in stock
B.
Similarly, a new account
of Rs 10 lac will start with
Rs. 50000 in stock A and
Rs 20000 in stock B.
CAGR
PRUGROW  2-YEAR CAGR
AS ON 01 DEC, 2017 IS
21.5%
PRUGROW vs MF SCHEMES
Which is third highest in diversified category and
ninth highest in small & mid cap category  
(source:
fundzbazar.com)
Prudent Broking Services Pvt. Ltd
This report has been prepared by 
Prudent Broking Services Pvt. Ltd. 
for
information purposes only. Although this report is based upon sources
we believe to be reliable, we do not guarantee its accuracy or
completeness. The contents of this report do not indicate or guarantee
future investment results. Further, this report is not intended as a
solicitation or recommendation with respect to the purchase or sale of
any particular investment. This report may not be copied, re-distributed
or reproduced in whole or in part without the prior written approval of
Prudent Broking Services Pvt. Ltd.
DISCLAIMER
Prudent Broking Services Pvt. Ltd
Prudent Broking Services Pvt. Ltd
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Offering expert broking services, Prudent Broking Services Pvt. Ltd. is a trusted name in the industry. With a focus on reliability and excellence, we provide tailored solutions to meet clients' unique needs. Our team is dedicated to delivering top-notch service and creating long-lasting partnerships. Whether you are a seasoned investor or just starting out, our professionals are here to guide you every step of the way. Trust Prudent Broking Services Pvt. Ltd. for all your broking needs.

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  1. Prudent Broking Services Pvt. Ltd

  2. AN INVESTMENT STRATEGY THAT GIVES YOU THE BEST OF BOTH WORLDS Grow Your Money with us... Technically & fundamentally Prudent Broking Services Pvt. Ltd

  3. UNDERLYNING PRINCIPAL MARKET REWARDS GROWTH GOOD COMPANY V/S GOOD STOCK OPPARTUNITY COST Prudent Broking Services Pvt. Ltd

  4. MARKET REWARDS GROWTH Stock B Price 100 EPS: 5 P/E: 20 Stock A Price: 100 EPS: 10 P/E: 10 Growth rate: 25% Peg ratio: 0.8 Growth rate: 8% Peg ratio:1.25 Stock B, though expensive on P/E basis, is likely to give more return due to higher growth Prudent Broking Services Pvt. Ltd

  5. GOOD COMPANY vs GOOD STOCK- OPPORTUNITY COST L&T INFOTECH (UP 48% YTD) INFOSYS ( DOWN 2% YTD) Both are good companies, but L&T Infotech turned out to be a better stock Prudent Broking Services Pvt. Ltd

  6. GOOD COMPANY vs GOOD STOCK- OPPORTUNITY COST ASHOK LEYLAND (UP 46% YTD) TATA MOTORS ( DOWN 14% YTD) Prudent Broking Services Pvt. Ltd

  7. PRUGROW works on a unique strategy which combines both fundamental and technical analysis to generate superior return compared to index. The idea is to select a fundamentally sound stock which is also technically bullish i.e. Looking strong on chart. Better known as TECHNO FUNDA calls Prudent Broking Services Pvt. Ltd

  8. FUNDAMENTAL ASPECTS Investment in Good Corporate Governed companies (Avoiding companies having questionable management) No OR Minimal pledge shares Decent Return Ratios (ROCE, RONW) Positive operating cash flow & Good earnings growth Prudent Broking Services Pvt. Ltd

  9. TECHNICAL ASPECT WHY USE CHART To Avoid a stock when it is in a consolidation mode or downtrend so that price/time loss can be minimised To Catch a stock when it is has just broken out rather than after it has run up a lot, so that risk- reward is better Helps choose among many stocks where all the companies might be good but not all the stocks Works on the principle of Right Stock at Right Time Prudent Broking Services Pvt. Ltd

  10. RECENT ONE: KOLTE PATIL: RECO. DATE: 10TH OCT. 2017, RECO PRICE: 220 Prudent Broking Services Pvt. Ltd

  11. ISFTRECO. DATE: 30 AUGUST 17, RECO. PRICE: 533 Prudent Broking Services Pvt. Ltd

  12. ALL STOCKS DO NOT GIVE QUICK or POSITIVE RETURN Therefore Build a portfolio of about 20-25 stock Exit if key technical levels are breached decisively Pre-decided profit booking levels (20%, 30%, 50%) Prudent Broking Services Pvt. Ltd

  13. PRUGROW vs NIFTY (Since July 2015) 16 15 14 13 NIFTY 12 PRUGROW 11 10 9 8 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Prudent Broking Services Pvt. Ltd

  14. PERFORMANCE OF PRUGROW (SINCE PRODUCT LAUNCH on 6th JULY 2015) Ledger balance Index Change Date Index Stock Value Total Value NAV NAV Change 06-Jul 2015 28,208 238082 764608 1002690 10.027 0.27% 0 31-Aug-2017 31,730.49 1240310.95 186010.51 1426321.46 14.263 42.63% 12.48% 31-Jul2017 32,514.94 1239306.65 207818.43 1447125.08 14.471 44.71% 15.27% 30-Jun -2017 30,921.61 1221735.05 187838.32 1409573.37 14.096 40.96% 9.62% 04-Dec-2017 32870 1310789 235825 1546641 15.466 54.66% 16.52% Prudent Broking Services Pvt. Ltd

  15. PERCENTAGE ALLOCATION METHOD The product follows a percentage allocation method in which new account will replicate the model portfolio in terms of percentage allocated to each stock. For example, in the model portfolio, stock A and B are having weightage of 5% and 2% respectively, a new account of 5 lac will start with Rs. 25000 in stocks A and Rs 10000 in stock B. Similarly, a new account of Rs 10 lac will start with Rs. 50000 in stock A and Rs 20000 in stock B. Prudent Broking Services Pvt. Ltd

  16. PRUGROW vs MF SCHEMES PRUGROW 2-YEAR CAGR AS ON 01 DEC, 2017 IS 21.5% CAGR Which is third highest in diversified category and ninth highest in small & mid cap category (source: fundzbazar.com) Prudent Broking Services Pvt. Ltd

  17. DISCLAIMER This report has been prepared by Prudent Broking Services Pvt. Ltd. for information purposes only. Although this report is based upon sources we believe to be reliable, we do not guarantee its accuracy or completeness. The contents of this report do not indicate or guarantee future investment results. Further, this report is not intended as a solicitation or recommendation with respect to the purchase or sale of any particular investment. This report may not be copied, re-distributed or reproduced in whole or in part without the prior written approval of Prudent Broking Services Pvt. Ltd. Prudent Broking Services Pvt. Ltd

  18. Prudent Broking Services Pvt. Ltd

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