"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.