"
ANVIL" offers following services:
Equity
Derivatives
Institutional Sales
PMS
Private Equity
Arbitrage
Equity Investing in Equity Instruments requires necessary skill,
proper research and focus in the market. Equity market investment is profitable
and it has always given high returns, if proper choice of sectors and securities
is made.
Anvil provides end-to-end equity solutions to institutional and individual investors.
Consistent delivery of high quality advice on individual stocks, sector trends and
investment strategies has established us as a competent and reliable broking house.
Derivatives
The introduction of futures and options trading has changed the face of Indian stock
markets. Investors now have access to a new market, where they can hedge their investments
in stocks and limit their risk to give higher returns in percentage terms. They
can also leverage their positions by paying a margin towards the purchase of the
stocks.
Institutional Sales
Anvil provides end-to-end equity solutions to Domestic Financial Institutions, Mutual
Funds and Banks, with strong emphasis on confidentiality in a sensitive business
environment.
Arbitrage
Anvil specializes in Stock Futures Arbitrage and Pair Trading Strategies. Arbitrage
offers superior risk return than conventional strategies.
Private Equity
Private Equity is an asset class, consisting of equity of an operational company
that is not publicly traded on a stock exchange. Private Equity is either an investment
of capital in an operational company or its acquisition. Capital for Private Equity
is raised primarily from institutional investors.
Anvil provides corporate advisory solutions and arranges private equity funds for
companies, enabling them to emerge as significant players in their respective segment.
The primary investment objective of the private equity is to achieve long-term capital
appreciation by providing financial, strategic and operational assistance to emerging
companies.
Portfolio Management
Anvil has launched its PMS through its 100% subsidiary, Anvil Wealth Management
Pvt. Ltd. (AWMPL), with a belief in concentrated investment approach in the best
ideas, to create customizable portfolios. With a disciplined approach covering wider
investment universe, we believe in focusing on high quality companies at reasonable
prices.
Equity
Investing in Equity is undoubtedly the best route to long-term wealth creation.
Hence, investing in Equity Instruments require necessary skills, proper research
and focus in the market. Equity market investment is profitable and it has always
given high returns, provided proper choice of sectors and securities is made.
Anvil provides end-to-end equity solutions to institutional and individual investors.
The investment ideas identified by the research team are presented and communicated
to our clients. Consistent delivery of high quality advice on individual stocks,
sector trends and investment strategies has established us as a competent and reliable
broking house.
Clients can trade through us offline and online on BSE and NSE for equities. Real
time administration and highly trained dealers provide fast execution of client’s
broking requirements. Clients can access research and investment ideas through website.
Anvil provides 24*7 Web-enabled back office support to its esteemed clients.
Derivative
The term "
Derivative" indicates that its value is entirely derived
from the value of the underlying asset, which can be stocks, securities, commodities,
bullion or currency. Derivative means a forward, future, option or any other hybrid
contract of pre-determined fixed duration linked to the value of a specified real
or financial asset.
The introduction of futures and options trading has changed the face of Indian stock
markets. Investors now have access to a new market, where they can hedge their investments
in stocks and limit their risk to get higher returns in percentage terms. They can
also leverage their positions by paying a margin towards the purchase of the stocks.
Leverage is a double-edged sword for which one requires proper guidance. Our strategist
helps the clients on various strategies like Bull Spread, Bear Spread, Covered Call
and Hedging Techniques.
Anvil specializes in advising clients on innovative Derivatives strategies for superior
risk-return profile. We use option strategies for managing client risk-return profile
and provide faster execution of Derivatives transactions. The derivatives are highly
lucrative instruments, which give an opportunity to earn superlative profits. Derivative
products are usually for clients with high-risk appetite. High degree of discipline
is required to protect one’s capital.
Institutional Sales
ANVIL provides end-to-end equity solutions to Domestic Financial Institutions, Mutual
Funds and Banks, servicing their unique and sophisticated needs, with strong emphasis
on confidentiality in a sensitive business environment. Trust, Integrity and Research
become an integral part of Institutional Servicing.
Dedicated sales team backed by research and technical analysis enable us to provide
necessary support to our empanelled clients. Research ideas are generated after
in-depth analysis of the Indian and the World Economy, along with various Corporate
Sectors. Real time administration and highly trained dealers help to source and
place block trades with great accuracy, thus enabling us to maintain strong relations
with leading institutional investors.
Portfolio Management Services
Anvil has launched its PMS through its 100% subsidiary, Anvil Wealth Management
Pvt. Ltd. (AWMPL), with a belief in concentrated investment approach in the best
ideas, to create customizable portfolios. With a disciplined approach covering wider
investment universe, we believe in focusing on high quality companies at reasonable
prices. The philosophy is to invest in companies that have a strong competitive
advantage over their peers with adequate margin of safety. We believe in acting
only within the area of competence. This approach gives us an absolute flexibility
to invest in small to mid cap companies with no restriction on sector/company allocation.
To meet the investment needs and facilitate wealth creation, AWMPL provides Portfolio
Management and Advisory services to its HNI and NRI clients. Absolutely focused
on research, we assist our clients to achieve a better risk-return profile on their
portfolios.
Portfolio Management Service (HNI Clients):
AWMPL provides discretionary Portfolio Management Service to its HNI clients for
investment in stocks, with an investment horizon of one to three years. Customized
Portfolio Management Strategies are designed after ascertaining the risk return
profile of individual clients.
How it Works :
The client provides information of his existing holding of shares/cash available
for investment. Based on individual’s return expectations, a customized portfolio
is made. An agreement prescribed by SEBI and necessary Broker documents as per BSE/NSE
are executed. After one year, the arrangement is automatically renewed.
Documents required are:
Account opening form with broker.
Portfolio Management Scheme Agreement laying out the terms and fee structure.
Depository Account opening form with designated depository.
With an extensive research background, our perception of market conditions and timing,
we make buy/sell decisions to generate optimum returns for our clients. Client receives
monthly reports of portfolio, dividend details, transaction details and DP holding.
Investment Philosophy:
Our investment philosophy is based on research, client profile and market conditions.
Our qualified and experienced research team devises the strategy of investment,
best suited to our client needs. We use various tools of fundamental and technical
analysis with real time data to optimize our performance.
At AWMPL, we are constantly in touch with our clients to understand their needs
and to get their feedback. We have an effective and prompt system of reporting in
place. Our focus is on value-based investment with medium to long-term perspective.
Portfolio Management Service (NRI Clients) :
AWMPL provides discretionary Portfolio Management and Advisory Service to its NRI
clients for investment in stocks with an investment horizon of one year to three
years. Customized Portfolio Management Strategies are designed after ascertaining
the risk return profile of individual clients.
Our Reporting Bank is HDFC Bank Ltd. The Bank has necessary license to enable NRI’s
to invest and disinvest in shares of companies in India, on repatriation or non-repatriation
basis through its wide network of branches throughout the country.
Documents to be provided by the client to the Broker:
Broker Client Agreement Form.
Permanent Account Number (PAN) proof.
Indian Address and Foreign Address proof.
Copy of passport/visa.
POA (Power Of Attorney) duly notarized.
Bank verification letter indicating type of account as NRE/NRO.
Copy of RBI approval (to be provided by HDFC Bank).
Authority letter favoring AWMPL to execute transaction.
Client will enter into Portfolio Management Agreement laying out the terms and fee
structure.
Procedure to be followed by the client with the Bank:
Client opens Normal NRE SB A/C for NRE Portfolio Investment Scheme (PIS)
Attested copy of passport/visa to be submitted.
Authority Letter to honor claims raised by the broker for debit or credit to the
account when supported by a broker’s contract note duly signed
by an authorized signatory.
Documents to be provided by Bank to the client:
A copy of PIS permission granted by RBI
Bank Verification Letter indicating NRE account held with them
How the Portfolio Management Service will work:
Client opens an account with HDFC Bank. The corpus to be invested has to be remitted
by the client in his NRE account. A customized portfolio is constructed to suit
the client’s needs. AWMPL invests on client’s behalf. Anvil will provide duly signed
contract note to the reporting bank at the end of the day. Bank will report NRI
investment to RBI. Bank will manage transfer of funds for buy/sale transaction.
Bank will compute capital gain at the prescribed rate and issue TDS certificate
to investor at the end of financial year.
Client Reporting:
At AWMPL, we are constantly in touch with our clients to understand their needs
and to get their feedback. We have an effective and prompt system of reporting in
place. We also provide monthly reports of client’s portfolio, dividend details,
transaction detail and DP holding. Client will receive all confirmation of trades
done in his broking account through e-mail.
Private Equity
Private Equity is an asset class, consisting of equity of an operational company
that is not publicly traded on a stock exchange. Private Equity is either an investment
of capital in an operational company or its acquisition. Capital for Private Equity
is raised primarily from institutional investors.
Anvil provides corporate advisory solutions and arranges private equity funds for
companies, enabling them to emerge as significant players in their respective segment.
The primary investment objective of the private equity is to achieve long-term capital
appreciation by providing financial, strategic and operational assistance to emerging
companies.
Anvil helps its clients to: -
Get additional capital for growth via Private Equity
Benefit from our strategic financial advice
The companies Anvil supports will have: -
A sustainable and scalable business model
Strong competitive advantage
Top-quality motivated management team
Good cash flow generating business
Intention to create value for all stakeholders
Arbitrage
ANVIL specializes in Stock Futures Arbitrage and Pair Trading Strategies. Arbitrage
offers superior risk return than conventional strategies when large funds are involved.
Anvil’s expertise is in absolute online monitoring of Index composition, fresh allotment
of shares, mergers and de-mergers that affect the weightage and market capitalization
of the constituent stocks. Various software procured or developed in-house, are
used for monitoring of positions and execution of trades. With more and more sectoral
indices being introduced and volumes increasing rapidly in the derivatives segment,
there is a large potential for better realizations, smoother execution and wider
options in arbitrage.
We are also looking at offering product based on Spot to Future arbitrage. With
more scripts being added to the Derivatives segment, larger volumes and open positions
in the market, there is now a better scope of the basic Spot/Futures arbitrage,
as a safe and consistent avenue.
Apart from these, we are on constant lookout for Arbitrage opportunities from corporate
announcements such as Dividends, Buybacks and Partly Paid shares, where calls are
yet to be made.
At Anvil, while we strive for the best possible returns for the clients, the safety
of the principal is paramount. We are very transparent in the complete process and
the clients are provided complete step-by-step details of the transactions.