1.
Client will maintain a share trading & demat a/c for investment in shares as advised by Eminent Investments (which will be under control of Client).
Investment Term shall commence from a fix date and will continue till the end of Its termination. Minimum period shall be 1 year.
2.
Client will invest & maintain Investment Amount in above a/c during the Investment period. The amount can be changed after consulting Eminent Investments.
3.
Client will act on advice received from EMINENT INVESTMENTS to Buy, Sell shares. The advice will be by way of whatsapp message, SMS, e-mail etc.
4.
Client can Invest subject to his risk profile as informed by Eminent Investments.
5.
Returns in the above Eminent Equity Portfolio can be calculated at end of Investment term.
Returns will include any capital appreciation over the Investment Amount, Dividends, any gains due to Issue of Bonus or Rights or any adjustments due to merger, demerger or change in capital structure of Company in any way.
Conversely Income Tax, Capital Gains Tax or any other taxes/expenses/charges shall not be included in returns calculation.
6.
Both the Client or EMINENT INVESTMENTS will have the right to terminate the plan as per Terms of Investment Advisory agreement.
7.
FEES STRUCTURE FOR 1 YEAR
Total Fees shall be 2.5% of AUA (Asset under advice)
which shall be payable as follows:
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At the time of on boarding = 1% of AUA
After 6 month of on boarding = 1.5% of AUA
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NOTE: Minimum On boarding fees shall be Rs.10,000
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In case of termination of Agreement, Client will be charged proportionate fees for the Quarterly period under advice and refunded proportionate Fees for Quarterly period no longer under advice as per Agreement.
Fees structure will be strictly as per Agreement wherein more details is provided.
8.
Investments will be done only as per Investment Advisory Agreement signed by Eminent Investments and client.
9.
The terms mentioned herein are indicative and final terms will be as per Investment Advisory Agreement between client and EMINENT INVESTMENTS.
10.
The Eminent Equity Portfolio will be designed keeping in view Investor Risk profile. Investor should not try to invest in market directly without support from EMINENT INVESTMENTS or try to copy advice given as it will make him vulnerable to market risks. EMINENT INVESTMENTS is not responsible for any loss arising out in this case.