“Investment

Redefined”
Who are we ?

An Introduction

‘New Age Wealth Management’ is a financial services company which has emerged as a one-stop investment solutions
provider with rich and innovative Trading and Investment techniques, having more than a decade of experience and proven
its metal regardless of the market conditions and volatility.

Objective

To provide customized solution as per risk profile and investment/trading implications of clients.

Grow with us

Feel secured..

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Feel assured

Driven by passion
The Core Team

Ajay Hooda
CIO

Photo Vast experience, in-depth knowledge and strong understanding of various intricacies of the
Securities Market and Wealth Management. With almost 15 years of working experience in
Financial Markets, Ajay has been an executive as well as a first generation entrepreneur with
expertise in managing and controlling the money management aspect of trading financial assets.

Rakesh Bansal
CEO & Fund Manager

Photo
Rakesh Bansal is the driving force behind the NewAgeWealth Management foray into high-growth
and sunrise sectors of Financial Services that is Wealth Creation & Management. His experience
spans investment analysis and trading.

His career started off as a wealth manager for promoters of leading co-operative bank .Thereafter He
was a Head-Technical Analysis (Institution) department with SMC Global Securities Limited. He is an
experienced and successful professional at a relatively young age with almost 12 years of working

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experience in Financial Markets. His core skills are Mechanical and algorithmic Trading. He has
designed numerous systems for various Hedge Funds and FII.

He appears regularly on CNBC Awaaz, ZEE Business and NDTV profit beside other regional
channels. Beside this number of articles and views are published in leading newspapers and
magazines.
How do we add value ?

Investment Advisory Services :

We provide investment advisory services to financial institutions, corporate clients and high net worth individuals around the
world. We also manage segregated accounts for financial institutions and high net worth individuals. In meetings with clients'
risk profile and their investment/trading implications are discussed. The depth and intensity of these services vary depending
on the clients' needs and requirements.

Algorithmic, Alpha, Pair & Mechanical Trading :

Rakesh Bansal is a regular speaker on leading Financial News Channels like CNBC Awaaz, Zee Business, and NDTV Profit.
He has given speeches for a large audience of professional and individual investors on a wide range of subjects. He is an
expert in Algorithmic, Alpha, Pair & Mechanical Trading and he is doing this for more than a decade. We would like to
highlight that nothing is initiated for clients on above models until and unless risk profile of client and their investment/trading
implications are clear which needs at least one personal meeting.

Our Products
Our main focus
Wealth creation through
• Mechanical Trading
• Alpha Trading
• Momentum / Directional Trading / Short Term Investment
• Algorithmic Trading

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Why Algorithmic Trading ?

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Basic Steps in trade’s life

Opportunity to automate these steps

Bonds

Forex

Select
Select Select
Instrument Execute Manage Analyse
Timeframe Setup
s Trade Trade Outcome

Shares

Etc.

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Feedback
 Trading Matrix

Fully Automated

Set up
My P/E Ratio model My model traded XYZ
tells me to order XYZ today
today

Fully Automated
Discretionary

Trade Execution

I Think I will buy I Think XYZ is good today,

some XYZ today my model will manage
a long trade today

Discretionary
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Computer programs decides even before human traders are capable of processing the info they observe.
Algorithmic Vs Discretionary Trading

Reason Algorithmic Trading Discretionary Trading

Test the strategy thoroughly prior to Only Post-mortem, but not so

Testable
trading it. thoroughly

Can work with many parameters to

How do you pick the best parameters
Optimisable find the correct settings for that
for your indicators !!!
market and the instrument

Biased differentiation between

Psychologically Understanding of risk profile of the
‘Personal Mistakes’ or ‘Strategy
less stress strategy
Error’.

Manage market
impact/ risk
Divide large trades into several
smaller trades; better average price
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Practically impossible to compare
computer & human for micro level
management.
Growing usage of Algo Trading

Usage %age of Algo Trading in Europeon/ US Market

80%

70%

30%-
40%

2006 2007 2008 onwards

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Our Product Development Process

‘Algo programs’ are developed with a lot of caution and expertise.

Objective
•Initial
development
•Initial Testing

Feedback Development

Testing
Live Trading •Historical
•Real Time

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‘Optimizing Outcome’ is our main objective
The Performance

Bank Nifty 15 minutes

Profit - 12798 Points
Testing Period- Jan 2008 – June 2010

Total Trades- 444

Profitable Trades- 177 Non-Profitable Trades- 267

Long 94 Long 128

Trades Short 83 Short 139

Avg Profit 227 pts Avg Loss -102 pts

Highest Profit Highest Loss -418 pts
Profit/ Loss 1705 pts Lowest Loss -0.0055 pts
Lowest Profit 4 pts Most Consecutive 7
Most Consecutive 6
Avg trade length 58 Avg trade length 20
Timings Longest trade length 171 Longest trade length 69
Shortest trade length 22 Shortest trade length 1

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Account Variation Performance Index

Highest Account Balance 13735.2471 pts Profit/ Loss Index 31.77%

Lowest Account Balance -1991.1479 pts Reward Risk Index 86.54%
Highest Portfolio Value 2350.2246 pts
Highest Open Drawdown -1991.1479 pts
Highest Closed Drawdown -1949.1799 pts
THANK YOU