Pentad is a SEBI registered Investment Advisor (Registration Number INA200003310) that focuses on generating returns and on the safety of principal. With an experienced team of fund managers, we have a proven ability to make good long-term calls that have created wealth for investors.
Lump Sum Investment
Under Investment Advisory Services (IAS), we help to manage client equity investment, strictly abide by SEBI Investment Advisory Regulations. In lump sum investment, we create a long-term portfolio for the client based on periodic research reports sent to our clients. The buy/ sell calls are made after client permission is received. Investment advisory services provided as per the client risk profile. We aim to minimise the risk and grow the capital on the client investment. This scheme is designed on profit sharing model, profit is calculated at the end of financial year.
Why Pentad IA ( Investment Advisory )?
Our IAS is best suited for HNI and also retail clients who are unable to keep a track of equity investment on their own, and want to invest lumpsum. The portfolio is designed to suit your financial goals by a set of experienced investment managers, based on in-depth research.
- Strong Risk Management
- Better diversification of portfolio
- Consistent/periodic rebalancing of portfolio to maximize profitability
- Experienced and professional advisory team
- Backed by strong research capabilities
We can sell following products:
- Equity Share broking with NSE & BSE
- Currency derivatives
- Futures and Options (F&O) derivatives
- Commodities with MCX
- Investment Advisory ( Pentad is the unique promoter)
Why Investment Advisory is better than other investment products ?
- Deposit can start from 2 Lakh and above
- Liquidity - cash can withdraw within 3 working days
- Transparency on profit
- Equity Shares Holding in client's demat account
- Dividend and Bonus can enjoy
- Personal Approval for each trade
Sophisticated research and technical support:
We can provide online and offline marketing materials. Clients can start invest from two lakh and above .
We will collect service charge if client achieve above 10% profit that will be 20 % profit only if above 10%
For Example :
- Invested amount : 100000
- Achieved profit : 30000 (30%)
- Service charge free for first 10% ( 10000)
- Chargeable amount is 20% of Rs.20,000 = Rs.4000
All the earnings from the client is sharable with franchisee (Tax not included )
All investment from the client grow depend upon the capital market movement and we are expecting to get 20-40% of growth
* All equity investments are subject to market risk.