MCX Portfolio Manage

MCX Portfolio Manage

Gold Crude Research

Manage 100's of portfolios and families

Manage all your clients assets such as stocks, MFs, FDs, ULIPs, gold and more

Import data from MCX,stock transactions

Auto price updates for MCX

Advisor specific reports such as AUM, asset holding clientwise, due dates and more

Portfolio Management Service is a highly customized service offering a range of investment options best suited in the current market scenario. Gold Crude Research offers professional Portfolio Management Service (PMS) to HNI's who seek customized solutions to realize their investment goals. Our MCX Portfolio Managers are equipped to design an investment portfolio across various MCX Market like Bullion, Metals Forex with your unique needs.

Approach to PMS

  • Diversification of portfolio for containing non systematic risks in equity market.
  • Active risk management
  • Active review and rebalancing
  • Expert management
  • Best Retail Broking House and Broking House with the Largest Distribution Network – award by DNB (2009)
  • Strong risk management
  • Experienced and strong fund management team
  • Efficient and personalized client servicing
  • No entry load on investment
  • No lock in period for the investment.
  • Flexibility to switch from one strategy to other(Charges applicable)
  • Additional purchase facility
  • Withdrawal facility for any amount above Rs 25lacs.

Benefits at gcrude

  • Investment in companies that have a strong competitive advantage over their peers
  • Well laid-out investment philosophy
  • Pro-active management of funds
  • Dedicated Relationship Manager
  • Quarterly newsletter from fund management team
  • Committed parentage
  • Minimum Investment:Rs. 25lacs and Multiples of Rs 1 thereof
  • Mode- Either Cheque payment or Stock Transfer or combination thereof

Service Proposition

  • Online-Access to Portfolio – Login Id and Password
  • Monthly fund performance and fund manager's views on e-mails
  • Quarterly performance report statement in a new form
  • CA certified Profit & Loss account and Balance Sheet of investments
  • Dedicated fund coordinator for fund-related queries
  • Centralized team of service coordinators for hassle-free servicing
  • Event-based interaction with fund management team
  • Servicing from large network of branches across India

OUR FEATURES

Gold Crude Research

S. No PORTFOLIO MANAGMENT PLAN DAILY PROFIT RISK MANAGEMENT
1  3 LAC INVESTMENT  30,000& ABOVE 50,000 RS LOSS SHARING 25,000
2 5 LAC INVESTMENT 55,000& ABOVE 50,000 LOSS SHARING 25,000

SERVICES FEATURES

Gold Crude Research

We Manage Client Portfolio for MCX. The minimum investment One Lac Rupees and daily return minimum 20% to 40% of the invested capital. Where the service derived in 50:50% Daily Profit Sharing Ratio the 50% profit client have to transfer in companies current account after keeping his 50% profit.

A team of expertise professionals conduct complete research on markets to provide a customized solution to gain unique investment objectives. This ensures best selection of investment opportunity within MCX and active monitoring for optimized results. Investors are provided with an all time access to track their portfolios. Our Portfolio Management Service offerings classes Bullion, Base Metal & Most in Energy Segment. MCX Portfolio Management services for high net worth individuals who want a personalized management of their finances.

We are one of the early players in this business and have built a very strong research which is widely acknowledged across our customer base be it the corporate or the traders who comprise our prime customer segment. We are by far the only commodity trading entity who have a presence in the MCX markets where the commodities are auctioned purely to get a very strong sense on the demand supply for most of the energy products.

SERVICES CHARGE

Gold Crude Research

Capital Security Deposite Subscribe
1 Lac  Rs. 10,000/- pay now
2 Lac Rs. 20,000/- pay now
5 Lac Rs. 40,000/- pay now
Above 5 Lac Contact Gold Crude Research pay now

MCX Portfolio Management

Gold Crude Research

You have to open an account with approved broker. Your account will be managed by our expert, professional team. Minimum Account fund Balance should be Rs. 3,00000(Rupees three Lac Only). We will be working on profit sharing basis as per weekly or monthly statement. We will be charging you 50% of the profit earned less brokrage and balance 50% .In your account we will be having trading power only and all money withdrawing power will be in your hands but you will inform me before withdrawing any fund. movement in your account.You with withdraw your profit every weekly or month. And If you withdraw your base fund first you conform me by call on my mobile and send an email on my email id.

The following steps are necessary for opening your PMS account

  • Understand 64 Squares: Review this website, read about our thought process, ask us questions, and invest with us only if our service fits with your way of thinking.
  • Understand our fee structure: 0% fixed fee, 6% cumulative compounding hurdle rate, 22% performance fee, early withdrawal fee if applicable. Please read our disclosure document for details on fees and calculation examples.
  • Apply: Fill out the KYC form on website and send E-mail at portfoliomanage@goldcruderesearch.com along with your contact details at Gold Crude Research our executive will contact you as soon as
  • Sign Application: Sign the PMS application. Which is available on website
  • Account opens: Your account will be ready to trade within two days of receipt of your application your long-term investment program can begin as soon as the funds are transferred. You will receive regular quarterly reports about your investment.
  • Track Record: No matter the fancy tales money managers tell you, it all boils down to one number: the internal rate of return. Over the long term, this number, properly calculated and verified, will not lie.
  • Small Capital: It's much easier to profitably invest smaller amounts of capital than larger ones, all other things being equal.
  • You Earn, We Earn.: We are sticklers for this one. We do not charge a single rupee in fees which is not linked to our performance. This distinguishes us from most of our brethren.

The means are as important as the end.

There are some things we just won't do for money

  • We are investment partners, not service providers.
  • We are only interested in long-term relationships.
  • Our first order of business is protection of capital.
  • It is important to us to be passionate about investing.
  • We are measured and deliberate in our decision-making.

Keep it simple, silly.

If there are a bunch of formulas and Greek letters involved, we stay away. Correlation coefficients and efficient frontiers are not for us, thank you.

  • Indian securities only.
  • Equity, debt and special situations.
  • Roughly 15-20 positions.
  • Maximum position limit of 15% at purchase time.
  • Sector and market-cap agnostic.
  • Circle of competence must apply.
  • Long positions must have strong balance sheets.

Keep it simple, silly.

If there are a bunch of formulas and Greek letters involved, we stay away. Correlation coefficients and efficient frontiers are not for us, thank you.

  • Indian securities only.
  • Equity, debt and special situations.
  • Roughly 15-20 positions.
  • Maximum position limit of 15% at purchase time.
  • Sector and market-cap agnostic.
  • Circle of competence must apply.
  • Long positions must have strong balance sheets.
  • 2007May Advisory firm is established.
  • 2012Feb SEBI grants RIA license.
  • 2012DecAuA crosses 20 crores.
  • 2015Mar PMS firm established.
  • 2015JulSEBI grants PMS license.

Why You Should Invest in India

Gold Crude Research

The constitution of India guarantees the right to property and freedom of trade. These guarantees are strengthened by the country's democratic political framework and good record of self-governance, save one bad episode since independence. A long-term investor can build a portfolio of assets in such an environment without worrying about foundational issues.

India's labor pool is second only to China's in size. The International Monetary Fund has projected that India will become the fastest growing large economy in the world in 2015. India has many great companies and a growing class of top-notch entrepreneurs. However, India is under-appreciated as an investment destination by the rest of the world. Even within India, the marketable securities asset class is largely ignored as a long-term investment option. There are historical, structural and technical reasons for this state of affairs, but for anyone willing to somehow overcome the hurdles, opportunities abound. The fundamental drivers of returns are as solid as those in any other country of comparable size and maturity.

Economic theory suggests that India, because it has less capital per worker than richer countries do, must necessarily offer better returns on capital and therefore attract much more capital from developed countries than it does. India's capital scarcity is partly due to many Indians not deploying their savings towards productive assets, instead buying gold and low-yield real estate assets. In 1990, Robert Lucas published a paper in which he showed that capital deployed in India should have been theoretically earning 58 times more than the same capital deployed in the United States. I'm not sure what that number would be today but I'm sure it's still much larger than 1 even after adjusting for all the structural and technical barriers that exist (there is, of course, no mathematical formula for the adjustment; the real world is far too complex for that). Empirically, we can compare historical returns in the two countries by looking at the two major stock market indexes of India and America (the NIFTY and the S&P500, respectively). The graph below shows data for 15 years, approximately from the point at which the NIFTY index began to be calculated. This chart doesn't adjust for rupee depreciation but even so, the results are far too clear to belabor. India offers superior returns on capital. Period.

Gold crude research

Sure, there are many barriers to investing in India. Domestic investors must be careful about predatory selling by agents and brokers. The investment advisory landscape is nascent, with conflicts of interest galore. Public confidence about the stock market as a proper investment option for their hard-earned money isn't near where it should be.

Foreign investors must deal with Indo-byzantine red tape. Practically no one from abroad invests directly into the market by opening his or her own brokerage account. It is difficult or impractical for a money manager to pool funds, from Indian and foreign investors, into one vehicle in India that could invest into the Indian markets. Indian taxation with respect to capital gains earned by foreign entities is a grey area that can leave you black and blue. Some of India's double taxation avoidance agreements do not cover capital gains. I never cease to be amazed by India's position in the World Bank's "Ease of Doing Business" country rankings, currently at 142. Just above, at 141, is Uzbekistan and just below, at 143, is the West Bank and Gaza. India is a huge, young, complex democracy, but surely it can do better than one spot above people who are fighting for their lives. So here are some reasons why you should work through all of that: The major stock markets in India are world-class institutions that are run by cutting edge software systems and good management. The securities market regulator is strong and feared. There is a relatively independent central bank that is currently run by one of the foremost economists in the world. The good Indian companies and entrepreneurs are second to none. There is plenty of headroom for the economy to grow at a fast clip in the foreseeable future. Capital markets business in India is conducted in the English language. It is relatively painless to stay educated and informed about what's going on here. Investors have recourse to the slow but deliberate judicial system that is based on the English common law system, supposedly the best one with respect to investor protection. For domestic investors, and some foreign investors, capital gains tax on marketable securities held for more than one year is zero. That's right, zero.

In conclusion, if you can find a competent, trustworthy fund manager, your money will work very hard for you in India. It is important to have a local manager in a country where the culture and business landscape are very different. If you're a domestic investor, try to allocate more of your resources to securities because they will be, as they always have been, on average, among the highest yielding assets over the long term.

In the financial world, the risk of a system-wide negative event, such as a nuclear war, is considered to be systematic risk. Unsystematic risk is the risk of a specific negative event affecting an investment position, like a factory fire. The former must be accepted as a possibility of life, however tiny the probability. The latter can be mitigated by owning a diversified portfolio of assets.

Conventional theory classifies systematic risk in terms of volatility, represented in the academic literature with the Greek letter beta. Many market participants behave as the theory might suggest, not because they believe in it or even know it, but because human nature leads them in that direction. Human instinct and academic theory arrive at the same incorrect conclusion: volatility equals risk. For those desiring sustained investment success in the real world, the valuable insight lies elsewhere.

Trading strategies and short-term thinking are encouraged by the ultra-liquid nature of our financial markets. High frequency trading, perpetually open markets, online retail brokerages and other such modern facilities make it easy to get in and out of positions. This is the root of most investment problems. Time horizon is the coloured lens through which all investors view the panoply of investment options. The colour of the lens makes all the difference to an investor's perception of the world.

The short-term investor (and also the leveraged investor) is actually right about the way he looks at risk, given that he is a short-term investor. To him, volatility is risk. Worse still, it's a risk he cannot control or anticipate. An investment position could move against him due to a completely unpredictable macro-economic event and the position's fundamental drivers would have no time to produce a recovery. Or a large move in a leveraged position may completely wipe out a position even though the underlying asset may go on to do just fine. Investors respond with an emotion humans usually feel when confronted with large threats we cannot control: panic. This response by fellow market participants is not irrelevant to the long-term investor.

The long-term investor dismisses the notion of volatility as risk. His definition of risk is the probability of permanently losing a material portion of his capital over reasonably long periods of time. He is not threatened by short-term movements in asset prices. He is focused only on specific, capital-threatening risks that he can avoid, control for, or diversify away.

Thus we have two types of risk -- volatility, and probability of permanent loss of capital -- and their respective beholders. In a market with these two types of investors, the long-term investor has a distinct advantage. In down markets he uses volatility, and the short-term investor's reaction to it, to enter fundamentally sound positions at attractive prices. In bull markets, the long-term investor can reverse the process by selling to short-term investors when the latter are focused on the flip side of volatility: expected returns (a.k.a. the temptation to make a quick buck). Some people call this strategy "time arbitrage" or "time-horizon arbitrage".

a smart, long-term, wealth-compounding portfolio management strategy.

  • PMS is an alternative to mutual funds for the knowledgeable and educated investor. PMS companies, like mutual funds, are regulated by SEBI.
  • We invest for you in marketable securities (stocks, bonds, etc.) with the goal of growing your assets at a rate which is materially above average without using high levels of debt or risk.
  • We put ourselves in your boat by charging performance fees only . Unlike most other managers or funds, we do not charge an annual flat management fee. We earn only when you earn.
  • For the private investor, PMS is a superior alternative to mutual funds due to greater flexibility for the fund manager and a larger opportunity set in the market.
  • We require a minimum investment of Rs. 1 lacks
  • We strongly discourage short-term traders and stock market punters from applying for our service, as our short-term results may be volatile.

    If you are tired of running from pillar to post dealing with NRE, NRO, PINS accounts and other red tape, we can help you set up an easier route to investing in India.

    If you have a minimum of $100,000 to allocate to the Indian markets, please contact us.

    We will advise you on accessing the Indian market either through a fund domiciled in your country of residence or through a gateway jurisdiction. This will allow you to invest and redeem your money in dollars.

    Long term capital gains on marketable securities are tax-exempt in India.

    The well-known international mutual funds have far too little allocated to Indian investments. The Indian mutual funds available outside India are far too restricted in their investment strategies. If you would like to access the depth and breadth of the Indian market through a trusted local investment expert, please contact us.

    We will advise you on accessing the Indian market either through a specialty fund domiciled in your country of residence or through a gateway jurisdiction. This will allow you to invest and redeem your money in dollars.

    Depending on your country of citizenship, you will need to meet certain basic criteria in order to invest through the fund we recommend.

    Long term capital gains on marketable securities are tax-exempt in India.

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