Customer-Relationship-Management for Angel Broking

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• Recommended investment horizon is 15 to 18 months. Fees and Charges: • 2% Asset Management Charges • 0.5% brokerage on transactions PMS characteristics:           

Personalized Service Interaction with Fund Manager Regular feedback and reports Pro-active management of funds Holdings not impacted by entry/exit of big investors Can remain liquid for long periods Disciplined investment process Quality investments Limiting risk Low portfolio turnover Focus on generating Absolute returns rather than Relative Returns

Angel GoldProduct- Features of Angel Gold  A premium service for clients who needs professional guidance on  long term investments  Minimum funds or portfolio of Rs.1 Lakh and maximum of Rs.4 Lakhs will be eligible for Angel Gold..  Brokerage of 0.50%-0.75% for clients. 50% sharing of brokerage in case of Sub-broker’s clients.  No AMC, No Entry/Exit load and No profit sharing  Shares can be kept in Angel pool or can be transferred to the respective DP accounts  Intimation regarding transaction will be given to clients by evening of the day of transaction  No Lock-in period. Profits can be redeemed or re-investing based on client’s wish 39


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