| Portfolio Management Services from Franklin | | | | income/money market securities. The product will |
| Templeton India | | | | follow a bottom up approach to stock picking and will |
| Bullish... bearish. Bearish... bullish. In a market so | | | | choose the best companies across sectors, some of |
| unpredictable, it makes sense to follow a regular | | | | which could even be in out-of-favour sectors. The |
| investing approach rather than investing a lump sum. | | | | aim will be to build a solid portfolio of stocks, which |
| Franklin Templeton’s PROWESS—focuses on | | | | will have the ability to outperform the markets |
| providing you with options which would aim at wealth | | | | through economic cycles. |
| accretion while minimizing the risk you assume to | | | | Features |
| achieve the desired objective. The focus of | | | | · Portfolio of 25-30 solid stocks |
| PROWESS will be to identify attractive investment | | | | · Focus on stocks across the entire market |
| opportunities taking advantage of the disciplined | | | | capitalisation range and sectors |
| approach to investing, which has been the hallmark of | | | | · Sector concentration limited to 30% of the |
| Franklin Templeton over the years. | | | | portfolio or 1.5 times the sector’s weightage in |
| PROWESS brings you two products—FT select | | | | the benchmark index (S&P CNX 500) |
| and FT Opportunities—each one mapped to suit a | | | | · Stock concentration limited to 15% |
| conservative or aggressive risk profile. | | | | The Franklin Templeton Portfolio Management |
| FT Select | | | | Services offering PROWESS feature provides you |
| The Franklin Templeton FT Select is suitable for all | | | | with the following benefits |
| equity investors. This product will focus on large cap | | | | · Information at your fingertips |
| stocks that are well researched, so as to reduce | | | | You will receive a quarterly market update, as well as |
| negative surprises in terms of corporate governance | | | | Market and Portfolio Performance Overviews |
| and management quality. The large cap orientation of | | | | prepared by the PROWESS Investment Team. |
| this offering gives you the reassurance that your | | | | These are a key part of every investor’s |
| money is invested only in established bluechip stocks, | | | | Quarterly Review. |
| which enjoy an established performance. You also | | | | · Web access |
| benefit from lower transaction costs because of | | | | You can access all information on your portfolio 24 |
| better liquidity. | | | | hours on the Internet. Through a secure ID, you can |
| Features | | | | access your account through the website, download |
| · Portfolio of 15-18 solid stocks | | | | your Investment Summary, Portfolio Statement, |
| · Focus on stocks with large market capitalisation | | | | Portfolio Transaction List, Performance Analysis and |
| (>Rs 1,500 Crores) | | | | more. |
| · Sector concentration limited to 30% | | | | · Interaction with the investment team |
| · Stock concentration limited to 15% | | | | You will receive regular updates on the investment |
| · The top 10 stocks account for upto 75% of the | | | | philosophy and market views personally from the |
| portfolio, giving your portfolio greater leverage | | | | Franklin Templeton PROWESS Investment Team. |
| FT Opportunities | | | | With the experienced team of portfolio managers |
| FT Opportunities will invest in stocks across the | | | | always keeping a close eye on the developments in |
| entire market capitalisation range and would have the | | | | the market you are sure to achieve the maximum |
| option of maintaining up to 25% of its assets in fixed | | | | returns on your investments. |