Sanjeev’s Investment Advisory & Brokerage Service
Your Partner in Profitable Investments
Your Partner in Profitable Investments
As an Authorised Representative of MF & Co. Asset Management (AFSL: 520442), Sanjeev can help you take the right decisions for trading & investments in stock markets.
With special focus on Options Trading for Clients in US & Australian market, Sanjeev balances leveraged risk taking with adequate hedging to protect capital from knee-jerk market reactions.
With enhanced focus on capital preservation, Sanjeev ensures his clients grow their wealth in a timely fashion while prudently managing their risk.
DUAL BENEFIT FOR YOU
DUAL BENEFIT FOR YOU
Regular income
+
Compounded investment returns
How Does The Advisory Service Work?
EMPOWERING CLIENT INVESTMENTS
Sanjeev helps his clients put their investable capital under his management via Interactive Brokers.
Interactive Brokers allows access to both Australian as well as Overseas markets thus making it a preferred trading platform.
Clients stay in control of their accounts all the time and can view their portfolio’s performance anytime.
FULL-SERVICE ADVISORY AND TRADING
Sanjeev advises as well as trades in his clients account on their behalf.
His general advice is offered on a non-discretionary basis however, clients are always welcomed to work closely with Sanjeev to implement specialised Options strategies for long & short term as well as Investing opportunities in specific industry or domain.
TRANSPARENCY ON RISK
Clients control and dictate the risk levels in their portfolio. Positions are curated as per their pre-disclosed risk appetite in proportion to their total capital.
Managing risk is at the core of what we do .We firmly believe if we can manage our risk efficiently then the profit should take care of itself.
OPTIONS, FUTURES & STOCKS
Sanjeev strives to identify & recommend the best available Trading & Investing Opportunities in the markets.
Most of the trading recommendations comprise single or multi-leg Options Strategy whereas Investing recommendations comprise Outright Stock or Long-Term Call Purchase.
OUR PRICING MODEL
We do not charge for advisory but only get paid a pre-determined amount as brokerage when we trade for you.
FUTURES: Minimum USD 20 per Order or USD 6 per Contract, whichever is Maximum .
OPTIONS: USD 6-9 per Contract (varies with Volume and Capital Size)
STOCKS: 0.5-0.75% of the Order Amount (varies with Volume and Capital Size)
4-Step Client
Onboarding Process
Application Assessment & Interview
We assess your application and schedule an interview with Sanjeev for in-depth discussion. If qualified, clients move to Step 03.
IBKR Account Linking
Our brokerage and general advisory service is provided via Interactive Brokers. We assist in setting up your account and linking it with our service.
Acceptance & Operationalize
Upon acceptance of brokerage charges and risk limits, we start sending our general recommendations to the client. We only take and manage the trades that are formally approved by the client.
4-Step Client
Onboarding Process
Step 01
Expression of Interest
Fill the form to submit
your expression of interest.
Application Assessment & Interview
We assess your application and schedule an interview with Sanjeev for in-depth discussion. If qualified, clients move to Step 03.
IBKR Account Linking
Our brokerage and general advisory service is provided via Interactive Brokers. We assist in setting up your account and linking it with our service.
Acceptance & Operationalize
Upon acceptance of brokerage charges and risk limits, we start sending our general recommendations to the client. We only take and manage the trades that are formally approved by the client.
Ready To Get Started?
Please fill out the contact form to express your interest in Sanjeev’s Investment Advisory service or to request additional information.
Our dedicated team will promptly schedule your session with Sanjeev to help you understand the benefits of his advisory service and discuss your future plans.
** Disclaimer: All provided advice is general and non-discretionary. It does not account for the individual circumstances of clients.
