Why Invest and Trade in Equities?
Diversify your Portfolio
A Unique Asset Class
Wealth Creation
Liquidity
SIP
Hedge against inflation
Why Equity Investing?
Must for any well-balanced portfolio.(whether HNI investor or a small retail investor and large or timid appetite for risk)
Only instrument for wealth creation over a long period of time.
Very subjective decision(investment objectives, time horizon and risk appetite.)
General rule of thumb - Proportion of your assets that should go into equities, reduce your age from 100 and that's the proportion of your money which should be put in equities. The remaining can be invested in fixed income.
Why Invest and Trade in Commodities ?
Diversify your Portfolio
A Unique Asset Class
Seasonality pattern is well known
Based on Global Supply and Demand
Data Readily Available
Trend Forecast is very accurate.
Less Manipulation
Base Value Exists for all Consumption items
Benefits of Commodity Futures Trading
Price discovery and dissemination
A benchmark price is created for use across the country.
Various participants are aware of the prices.
Hedge against Unfavorable price movement
Lock-in the price for your produce.
Assured demand
Dependence on Intermediaries reduces
Need to Manage Risk
Insure against adverse exchange rates
Protect operating profits
Volatile and uncertain forex markets
Achieve budgets and targets
Maintain sustainable business in light of stiff competition
Use of Forex Online Platform
Reference check to negotiate with banks for forward booking.
To watch online price movement.
To view live open position & MTM status.
To hedge your forex exposure.
Derivatives
Diversify your Portfolio
A Unique Asset Class
Index Derivatives
Stock Derivatives
Currency Derivatives
Commodity Derivatives
Futures
A 'Future' is a contract to buy or sell the underlying asset for a specific price at a pre-determined time. If you buy a futures contract, it means that you promise to pay the price of the asset at a specified tome. If you sell a future, you effectively make a promise to transfer the asset to the buyer of the future at a specified price at a partocular time.
Options
Options contracts are instruments that give the holder of the instrument the right to buy or sell the underlying asset at a predetermined price. An option can be a 'call' option or a 'put' option.
Demat Account
Demat Account or dematerialized account provides the facility of holding shares and securities in electronic format. During online trading, shares are bought and held in a demat account, thus facilitating easy trade for the users. A Demat Account holds all the investments an individual makes in shares, government securities, exchange traded funds, bonds and mutual funds in one place.
Benefits of Demat
Easy and convenient way to hold securities
Immediate transfer of securities
No stamp duty on transfer of securities
Hedge against Unfavorable price movement
Safer than paper‐shares (earlier risks associated with physical certificates such as bad delivery, fake securities, delays, thefs etc. are mostly eliminated)
Reduced paperwork for transfer of securities
Reduced transaction cost
No "odd lot" problem: even one share can be sold
A single demat account can hold investments in both equity and debt instruments
What is Mutual Fund and Why Mutual Fund?
A mutual fund is the trust that pools the savings of a number of investors who share a common financial goal.
Anybody with an investable surplus of as little as a few hundred rupees can invest in Mutual Funds.
The money thus collected is then invested by the fund manager in different types of securities. These could range from shares to debenture to money market instruments, depending upon the scheme's stated objective.
It gives the market returns and not assured returns.
In the long term market returns have the potential to perform better than other assured return products.
Mutual Fund is the most cost efficient distributors of financial products
Advantages of Mutual Funds
Professional Management
Diversification
Convenient Administration
Return potential
Low Cost
Liquidity
Transparency
Flexibility
Choice of schemes
Well regulated
Tax benefits
Why Tradeswift?
Service, Price, Trust, Integrity, Technology and Expertise- Focus on Client Servicing.
- Offering large avenues of all Investment Solutions under one roof.
- Professional, Experienced & Dedicated Team.
- Cutting Edge Technology tools.
- Rational Brokerage Structures.
- Strong Insightful Research.
- Easy access to the Senior Management.
- Experts in devising Hedging Strategies in Commodities & Currencies for Corporates and Traders.
- Efficient Handling of Commodity Deliveries.
- Experts in Spotting Calendar Spread Opportunities & Option Strategies.