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The strategies we offer you at Bonanza are designed comprehensively keeping in mind varying tastes and objectives. Our transparent & process-driven service ensures that your money gets the right care it deserves - the Bonanza way!

Bonanza Growth

Objective:
Bonanza Growth aims to provide a growth oriented approach to investment management which is based on both fundamental and technical research. Bonanza Growth investment philosophy is highly disciplined and process driver and follows a set of rules that focuses on conserving and building wealth consistently across market cycles.

Indicative Asset Allocation
  • Up to 100% asset allocation in equities.
  • Diversified Portfolio.
  • Portfolio balancing with Derivatives.
Fees:
  • Brokerage:
    Brokerage @ 0.25% on equity transactions. STT and all other statutory charges will be charged additionally.
  • Hurdle Rate:
    8% per annum.
  • Performance Fees:
    a) 15% profit sharing on profit distributed above the hurdle rate or on pro-rata basis if portfolio is terminated.
                                             OR
    b) 2.5% per annum (charged quarterly) or on pro-rata basis if the PMS agreement is terminated.
Minimum Investment:Rs.25 Lakh
Note : Client can choose from any of the above option of Performance fees. Brokerage will be @ 0.25% for both the options.

Bonanza Wealth

Bonanza Wealth focuses on long-term capital growth through carefully chosen wealth creation ideas. Our strategy helps research countless sectors and companies to select handpicked stocks for your portfolio. This strategy will follow bottom-up stock selection process to choose stocks offering the highest growth potential at reasonable valuations. The strategy will aim to build a diverse quality portfolio with an aim to deliver long term growth while managing and monitoring risk on an outgoing basis. The Bonanza Wealth strategy was launched in August 2004 and has delivered excellent investment returns over the last five years through varying economic and market environments.

The strategy typically has a low turnover of portfolio holdings and focuses on building wealth over the long haul. The strategy charges fees based on performance. This performance-based management fee ensures that the interests of the portfolio manager and the clients are aligned towards maximizing the portfolio value.
  • Portfolio Management Fee @ 15 % of the Return on the Net Asset Value shall be charged on a quarterly basis on the last day of each quarter on HIGH WATERMARK CONCEPT.
  • Brokerage @ 0.50 % of the value of transaction + Regulatory charges.
  • Other costs on actuals (DP charges / Bank charges)
Minimum investment amount: Rs. 25 lacs

Bonanza Opportunity

Bonanza Opportunity is strongly positioned to capture value in the opportunities thrown up by the fast changing economic and market scenario. Even within the larger secular uptrend in the Indian economy and stock markets, markets have been increasingly volatile in the short run. This volatility has thrown up increasing opportunities on the near term end of the investment scale. Bonanza Opportunity seizes that prospect by aiming at investing for a shorter time horizon of three months to one year.

Bonanza Opportunity is targeted towards aggressive investors who prefer highly active management of their equity portfolio. The strategy will aim to capitalize on value opportunities thrown up by sudden price changes. It will also target event-based opportunities.
  • Portfolio Management Fee - Nil.
  • Brokerage @ 1 % of the value of transaction + Regulatory charges.
  • Other costs on actuals (DP charges / Bank charges)
Minimum investment amount: Rs. 25 lacs
For any further assistance, connect to Mr. Yagya Agarwal on +919892489826 / 022 40595749 you can also write to yagya.agarwal@bonanzaonline.com
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  NSE CM: INB 230637836 | NSE F&O: INF 230637836 | NSE CDS: INE 230637836 | BSE CM: INB 011110237 | BSE F&O: INF 011110237 | MCX-SX: INE 260637836 USE: INE 270637833 | CDSL: a) 120 33500 | b) 12033503 (Delhi) | NSDL: a) IN 301477 | b) IN 301688 (Delhi) | PMS: INP 000000985 | AMFI: ARN -0186