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| "Cap Edge" Non-Discretionary Portfolio Account |
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I) “Cap Edge” Non-Discretionary Portfolio Account: Cap Edge is a dynamic investment account that provides investors with the entire range of non-discretionary portfolio management services including: • Minimum balance requirement to start Portfolio Investment Account. • Efficient execution of trades. • Extension of margin loan enabling the investors to earn enhanced return. • Collecting dividend and bonus shares on behalf of clients. • Subscription of the rights issues. • Completion of dematerialization process. • Keeping the securities in safe custody. Major Features of Cap Edge: • Cap Edge Clients shall have absolute discretionary power to make investment decisions. • The Portfolio Manager shall provide all support for efficient execution of trades. • Clients will be allowed to invest only in the vigilantly selected securities approved by the Portfolio Manager. • Fund Transfer facility in case of the same Bank Account of the Portfolio Manager will be in place. • Facilities for the Clients to enhance their return on investments through leveraging, the Portfolio Manager will extend margin loan to the Clients. • All the securities purchased for the Clients shall remain in lien in favor of the Portfolio Manager. • The Clients will have access to the various research materials on market, industry and companies prepared by the independent research team of the Portfolio Manager. • Investment in Cap Edge will be considered as allowable investment for obtaining tax rebate. In addition, capital gains from investments are entirely tax-exempted. • Daily portfolio statements will be provided through e-mail. • Facilities of order submission through phone, e-mail, sms and fax. |