Smart and Secure Portfolio Management Services If you are looking at optimize returns for your investments, you

don't have to worry any more as we provide you with our expert services. With minimum possible risk and defined time frame, you can ensure that your investments reap optimum returns. Fullerton Securities Model Portfolios - Investing in stocks made easy for you! With our extensive research and exhaustive processes, we structure our 3 unique Model Portfolios which sets you free from all the apprehensions! Model Portfolio Process

Upto 1000 scrips are defined

Stocks are further extracted based on their historical performance and future growth potential

Stocks with high correlation are removed

Finally, a portfolio of highly diversified stocks with high growth potential is created

Our 3 unique Model Portfolio: The most hassle-free way to invest in the equity markets and maximize profits is here. Pick the proven Model Portfolio best suited for you, and start benefitting!

Conservative

Model

Portfolio:

This portfolio is perfect for risk-averse investors who do not want to have large exposure to volatile small cap/ mid cap stocks. Even though this portfolio mainly comprises of large cap stocks, we have provided a small exposure to mid cap stocks in order to maximize the returns. Moderate Model Portfolio:

Moderate Portfolio is targeted at those investors who are willing to take a little more risk in order to maximize returns. This portfolio comprises large cap and mid cap stocks in nearly equal proportion. Aggressive Model Portfolio:

Aggressive Portfolio is targeted at the aggressive investor, willing to take more risk for maximum returns. This portfolio comprises of Large Cap, Mid Cap and Small Cap stocks in approximate 20:50:30 proportion.

Products and services We make available to you various investment options to meet your personal investment and financial planning needs. With a Certified Investment Counselor to assist you in making your decisions and the convenience of a One-Glance Account Statement, its one way to assure that your money works the hardest for you. Its a One-stop shop for Direct Equity, Mutual Funds, Govt. of India Securities, Debentures and other fixed income investment options. A thorough due-diligence process vets all invest ent options before being offered to our customers, supported by comprehensive research & analysis and regular updates on performance and ongoing analysis of investment options.

Advantages of signing up for Model Portfolios:

Dynamic asset allocation strategy Diversification across segment and sectors Structured Portfolios based on risk appetite Periodic review & re-alignment to optimize returns Defined time horizon

You can even start investing in Model Portfolios with a small amount every month, much like a SIP.

Rather than based on the size of your account and volume of trading, we offer transparent, fair pricing so that everyone enjoys same benefits.

We help you make informed investment decisions with powerful market research, advanced screening and charting tools, and track progress efficiently. Our Investment Specialists are available to help you understand and decipher "fundamental & technical" details offered through our partners Epitome Global Services & Chart Advice.

Because different people need different financial planning, we partner you exclusively: right from assessing your experience and risk, mapping your long term & short term requirements, to asset allocation & portfolio analysis.

We ensure your convenience through top-of-the-notch customer multilingual call service 7 days a week. Plus conveniently located Fullerton Financial Centers. A Relationship Manager to service all your requirements provides you customized and timely support including alerting you in advance of opportunities from your wish list or when you may have to sell

Our state-of-the-art online trading tools help monitor markets and seize potential market opportunities. Plus get real time-market information.

Fullerton Securities & Wealth Advisors Ltd is a subsidiary of Fullerton Financial Holdings, an Asian financial institution with investments in banks & finance companies in emerging markets including India, Indonesia, China and the United Arab Emirates.

Get started with our Stock Trading Stock trading gets easier and more convenient with Fullerton Securities. Along with our world-class customer service, your trading account will get you the adequate tools to enhance your knowledge and beat the market fluctuations. Take a look at the salient features available to you for convenient online trading:

Relationship management Investment specialist support Easy access to call centre Daily & weekly trading market updates Investment ideas & sector / industry reports Online trading demo Lightening fast trading interface Customised trading interfaces for beginners & investors

You have the choice of trading online and through our call center (call and trade). Whichever trading channel you choose, the Fullerton commitment to service remains the same. The trading channels available to you include

Fullerton Trade: Equipped with additional services, this sophisticated online trading channel is exclusively designed for professional traders. Live quotes, advanced charting, etc are some of the trading features embedded in it.

Fullerton Invest: Enjoy complete freedom from paperwork with one of our easiest online investment channel that simplifies your trading activities.

Call & Trade: Simply put, this is trading on the phone. Get valuable advice, detailed updates and more with this convenient trading option.

Look at the various trading products available to you

Equity instruments - Trade in stocks with options available to you like - Cash and Carry, Intra-Day, Margin Trading

After Market Order - Take advantage of the facility to place your trading orders even after market hours with this product that doesn't affect your busy work schedule

Futures & Options - For your futures trading, you can avail of Intra-Day and Margin trading products for your online trading needs.

Equity Overview Investments play a vital role in fulfilling one's financial goals. The need to build a corpus for meeting long and short term aspirations is universal and can be brought about by planning finances systematically. Investing in the stock market is one widely used medium for better returns. At Fullerton Securities, we tell you why and how investing in stocks can be profitable for you. Know about the Fullerton advantage and make wise investment decisions. Why choose Fullerton: With an investor-friendly approach to investments, Fullerton Securities offers you quantitative advantage for your stock trading needs. Value pricing, extensive research, active support and more are some of the differentiators of our stock broking advantage over the other players in the stock market. Stock Trading:

From various trading channels and products to reliable equity trading advice, you can expect optimum utilisation of your funds with our stock broking services. Model Portfolio: For a high-yielding investment return ratio, you have to invest in diverse segments based on factors like risk appetite, liquidity, etc. Our portfolio management services provide that and more. Account types: We have designed comprehensively packaged equity trading account and Demat account for your stock trading and investing convenience. Market research: We go that extra mile to help you make informed decisions for your stock trading and stock broking requirements. Taking an analytical approach, we make sure that you benefit with our extensive research reports. Why Invest? Investing in equities is definitely a path to higher returns as

Varied investment channel: While investing in stocks carries risk, it is an asset class that outperforms in the long run. You can invest in stocks through vehicles such as Mutual Funds and Unit Linked Plans of insurance companies or directly in stocks / shares of quality companies that are likely to provide better investment returns

Diversification: The benefits of investing in diverse stocks include higher average returns with lower average volatility (because some of the asset classes perform well when others are performing poorly, which smoothens out the returns). When combined with other asset classes such as bonds, real estate or commodities, the diversification benefits can be even greater.

Power of compounding: Investing in stocks offer protection against inflation through power of compounding. Although higher inflation often causes stock values to decline in the short term, over long time horizons, equity returns have a positive relationship with inflation (equity returns are higher when inflation is higher). This is partly due to the fact that companies can increase prices in inflationary times, which, in turn, has the effect of increasing earnings.

Reliable investment option: Although stock markets have bad months - even bad years statistics show that, in the medium and long term, they provide better returns than bonds or cash. That is why; there is a universal agreement on the fact that stocks and shares comprise the best medium to provide long-term capital gains for investors.

Equity > Account Types

Fullerton Freedom Account

Fullertons Freedom premium Account is here to liberate you from all financial worries! Unmatched experience, unbeatable technology and impeccable research systems - finally someone you can rely on!

Suited for seasoned equity traders as well as beginners

At Fullerton Securities, we have designed our equity product program in a way that suits both seasoned and first-time investors. If you are a beginner, we make your first steps in stock investments easy. We listen to you, understand your needs, offer you investment advice and recommend a plan that corresponds to your risk tolerance level and financial objectives. Our Equity Advisors and in-depth research will provide guidance in making stock market investing simpler for you.

Fullerton Freedom Premium Account

Investments are no more confusing! Presenting the Fullerton Freedom Premium Account - an account that brings you a world of customised investment offerings at areasonable price tag of just Rs. 2,750/-* with cash margin of Rs 7,250/-

Privileges

NIL Account Opening charges for Broking & Demat A/c FREE Indian Health Organization (IHO) card worth Rs 1,400/-** Complimentary Broking & Demat Account Maximum Complimentary Turnover - Rs. 7.5 Lakhs of Delivery Turnover OR Rs. 75 Lakhs of Intraday/Futures/Options Intraday Market View Well-researched investment ideas

Sector, Economy & Event Reports every Quarter SMS Alerts Choice of Internet based online trading terminals Access to browser based terminal Java Applet with streaming quotes

Unique Advantages

Consolidated Statement - Track your entire portfolio at one single glance Model Portfolios that are recommended and monitored to match your risk appetite. Thorough Research Reports prepared by top-notch analysts with a keen eye. Seamless Online Trading with a robust trading platform using secure 128-bit encryption technology. State-of-the-art Call Centre with multilingual service, available 7 days a week. After Market Orders so our expertise works for you even beyond market hours. Personalized Alerts ensure that your favourite scrips are always on your fingertips. Preferred Dealer, or a one point contact who knows all about your investments.
* Valid for a time period of 6 months. Upon expiry, applicable brokerage rates would be - Delivery rates: 0.50%, Intraday/Futures: 0.05% and Options: Rs. 80 per contract. Fee will be adjusted against brokerage chargeable as per the mentioned product rates (Net of Service Tax) **The customer will be eligible for FREE IHO card only on receipt of Rs 7,250 as cash margin at the time of account opening

Other Product Options

Freedom Plus

One Time Fees of Rs. 5,000/-

12 Months Validity

Brokerage Rates:Delivery - 0.30% Intraday - 0.03% Futures - 0.03%

Freedom Power

One Time Fees of Rs. 10,000/-

12 Months Validity

Brokerage Rates:Delivery - 0.25% Intraday - 0.025% Futures - 0.025%

Freedom Prestige

One Time Fees of Rs. 25,000/-

12 Months Validity

Brokerage Rates:Delivery - 0.20% Intraday - 0.02% Futures - 0.02%

Fullerton Gain

Cash margin cheque of Rs. 25,000 OR DIS Slip of >= Rs 50,000 with Account Opening Form

NIL Account opening charges for broking & Demat account

Brokerage Rates:Delivery - 0.50% Intraday - 0.05% Futures - 0.05% Options - Rs 90 per lot

Benefit from Advantage Accounts

Advantage Accounts Silver Gold Platinum

Delivery rates

0.50%

0.40%

0.30%

Intraday futures

0.050

0.040

0.030

Options

Rs. 90 per contract

Rs. 85 per contract

Rs. 80 per contract

Complimentry Broking Turnover & Demat A/c#

(Intraday) - 2,00,000 (Delivery) - 40,000

(Intraday) - 7,50,000 (Delivery) - 1,50,000

(Intraday) - 10,00,000 (Delivery) - 2,00,000

So, here we put an end to all your confusions. Get set to invest and grow your wealth. #Brokerage of 1 paisa per contract note applicable for the specified trading turnover which is to be consumed within 6 months of signing up. Maximum delivery turnover will be 1/5th of total trading turnover. Valid for 1 year only. #Valid for 1 year only.