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Slide 1 The foundation of Satvik Group was laid by CEO, Mr. Amol Dhake in January 2004 with the entrance in Batteries and Inverter segment. Mr. Amol Dhake being an investor in Stock market from last 10 years, was always fascinated towards financial services sector and with the vision of benefitting others with his knowledge & nack in Economics he transformed his dream into reality in December 2005 by entering into financial services field. The group today is well diversified in different sectors
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  Slide 1  The foundation of  Satvik Group was laid by CEO, Mr. Amol Dhake in January 2004with the entrance in Batteries and Inverter segment. Mr. Amol Dhake being aninvestor in Stock market from last 10 years, was always fascinated towardsfinancial services sector and with the vision of benefitting others with hisknowledge & nack in Economics he transformed his dream into reality inDecember 2005 by entering into financial services field. The group today is welldiversified in different sectors like Financial Services, Batteries & Inverters, Dairy& Farming. Slide 3Broking The process of investing in the share market, either individually or through a broker is known asstock broking, in simple terms. This is primarily done by opening a Demat account. If donethrough a broker, he opens an account, helping you to operate through online stock brokingfacility. Going ahead the broker suggests investment ideas and strategies suiting individualrequirements and based on his objective of investment. Tenure of investment, the selected financialinstruments and their respective companies, the schemes, the risk taking ability, the sum availablefor investment, all are considered while forming investment choices. After the amount is invested,the broker tracks and monitors the investments, changes or reinvests depending on the performanceand generates reports for them. This entire process is known as stock broking. Satvik offers Broking services to Retail Investors, High Net worth Individuals,Corporates and Institutional clients through its Sub- Broker ship registered with BSE(Bombay Stock Exchange), NSE (National Stock Exchange), MCX (Multi CommodityExchange), NCDEX (National Commodities & Derivative Exchange) and Forex (ForeignExchange).Satvik has an independent research team to identify, study and cherry picktomorrow’s multibaggers. It believes in following the fundamental Research andkeeping a long-term association with the clientele benefiting their monetary values.Structural products on indices and specified stock and hedging strategies are alsoadvised to clients depending upon risk and reward appetite. Whether you are a newinvestor or a seasoned one, we have the resources and advice you would need tomake smart, well-researched investments and help you grow your Net worth. ing .2. Depository services Satvik Financial Services Pvt. Ltd. is registered with NSDL (National SecuritiesDepository Services Ltd.) and CDSL (Central Depository Services (I) Ltd.) throughVentura Securities Ltd.www.ventura1.comand K.R.Choksey Shares & Securities Pvt.  Ltd.www.krchoksey.comrespectively. With this service you can avail: Transfer of shares and settlements   Dematerialisation of shares : You can convert your physical shares to electronicform by opening an account called “Beneficiary Account” and can avail this facilitythrough DRF (dematerialization request form Rematerialisation : you can convert your electronic form shares back to physicalform 3.Mutual Fund Deriving handsome returns by investing in equity or debt markets, one must havebasic understanding of how these functions and good knowledge of value investing.Beyond that, it requires continuous tracking of stocks or debt market instruments andneed to pursue knowledge about Global and Domestic Markets, CompanyFundamentals, Financial Results, Future prospects and so on. In case of debt, onemust be aware of latest trends in inflation and interest rates that too in domestic andInternational markets. There is a investor segment that feels that this is a intimidating task for them andespecially those who doesn’t want to cope with the tremendous volatility that prevailsin equity markets have simplest alternative to invest in equity and debt throughMutual Funds.A mutual fund is a vehicle through which an investor can indirectly invest in equitiesor the debt instruments. It holds the contributions of a large number of investors andthe common pool of funds so collected is invested by professional managers inequities and/or debt instruments in accordance with the predefined objectives of themutual fund.At Satvik, our Advisory desks actively interact with clients to assess their investmentobjective and offer the minimum risk and maximum benefit fund according to therequirement. Fitting everyone’s pocket and suiting everyone’s needs, we offer one-time, systematic investment plan (SIP) and tax-benefit schemes. With a centricapproach to offer various schemes and funds, we have tie-ups with almost all AssetManagement Companies (AMC’s). As Advisory team, we adopt a strong researchdriven recommendation model to help you choose the best funds based on qualitativeand quantitative parameters. Insurance Can anybody predict in advance when an undesirable event may occur or how gravethe damage may be? We all know that death is a certainty and we have no hold overit. But we can surely cover the risks surrounding us. Life insurance is protectionagainst financial loss resulting from death. Life insurance, simply put, is the cover forthe risks that we run during our lives. It protects us from the contingencies that couldaffect us. Insurance is not only for your living life, it’s beyond life too. It’s all aboutinsuring the happiness and joy of a family against any adversity, because adversitycould strike anytime.  For a happy & cheerful life you need your most valuable possessions to be safe &secure. General Insurance provides multitude of options to insure your health, homeand vehicle for which a person spends his most of the earnings. Before you buyinsurance, assess your risk, lower it where possible, and choose only those sectionsthat match your needs. So when invest so much on possessions, why not insureit? Your possessions are certainly worth the price you pay for their security.Nowadays with policies available to insure while travelling, office equipmentsinsurance, marine, sports etc. and with constraint of time, most people neglect thenecessity of taking one. And so we offer “Service at the door” for your comfort. There are numerous insurance policies available and each insurance product isdifferent from the others having some unique attributes which are devised to meetspecific needs of different individuals. The needs vary according to the age andrequirements. We have Tie ups with almost all Private as well as Government, Lifeand General Insurance companies to provide our clients with wide availability of products with detailed comparison and help them identify the best suiting to theirrequirements. Real estate “Real economic stimulus comes from real investment. Don't wait to buy real estate, buy real estate and wait.” Owning a home is a keystone of wealth; both financial affluence and emotionalsecurity. Land is the only asset that can't be produced again. Anything permanentlyaffixed to the land, such as buildings, specifically property that is fixed in location isReal estate. It is at the core of almost every business, and it's certainly at the core of most people's wealth.Nowadays, houses are counted as transitory asset. People buy house not only as theirliving habitat but as an investment too. Buying land, property and to incur gains fromit in near and far future is becoming a favorable investment option among themasses.We reach to everyone’s dream of owning a home and generating income withproperties and land. Our offerings include land, farmhouses, plots, flats etc. And nowproviding overseas real estate opportunities in Thailand, African countries, NewZealand and Karna.Real estate investment is a procedural process; make your move smart and diligent. Advisory services Product Composition: Term Insurance + ULIP’sLife Insurance : Life insurance is meant to offer financial protection to one’s dependants in theunfortunate event of one’s death. It enables dependents to maintain their existinglifestyle until they are in a position to set up an alternate income stream on their own.   The specific purpose of Life Insurance is to replace the economic loss resulting from aperson’s death, using money from a pool of funds to which many people contributed arelatively small amount. Every individual should atleast have 20 times of his annualincome as life cover. ULIP’s : Unit linked insurance plan (ULIP) is life insurance solution that provides for thebenefits of risk protection and flexibility in investment. The investment is denoted asunits and is represented by the value that it has attained called as Net Asset Value(NAV). The policy value at any time varies according to the value of the underlyingassets at the time. ULIP’s are well suited only for Long-term horizon. Shield I : Satvik Financial Services offers a unique Advisory service ‘Shield I’ to benefit ourclients. We, at Satvik help you choose the correct ULIP policy that suits your needover a longer period of time coupled with the shield of life cover through Terminsurance. Advantages : 1. We provide detailed analysis of all the similar products made available by differentcompanies in the market and then help you choose the one that’s suitable for you.2. Constant Monitoring of ULIP’s as they are market linked products.3. Suggest switching option in Funds as and when required depending on marketconditions.4. Dedicated Relationship Managers to solve your queries. Real Estate : A Land of OpprtunitiesProducts & Services: Real Estate Investment options + Advisory Services Owning a home is a keystone of wealth; both financial affluence and emotionalsecurity. Land is the only asset that can't be produced again. Anything permanentlyaffixed to the land, such as buildings, specifically property that is fixed in location isReal estate. It is at the core of almost every business, and it's certainly at the core of most people's wealth. Real estate as an asset class plays major role in creation of wealth over a longer period of time.At Satvik, We help clients think through the range of issues associated with theirneeds and build detailed real estate strategies to complement their short and long-term goals and objectives. We understand industry trends and business needs andhow to translate them into real estate assets and operations. We also understand ourclients’ challenges and deliver practical solutions.
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