Which share to buy. How many shares to buy. When to exit.
A youngster and a retired personal received same portfolio in MF.
We personalise it for you.
Buying consistent & reliable monopolistic business is no-brainer. Sector leaders like Reliance, TCS, Hdfc, Asian paints etc… Anyone can buy them. But people Hire us to manage them.
We believe in No churning.
Just buy and hold those large Cap stock unless fundamentals deteriorate beyond recovery. It works like magic !
Save a portion of your tax liability with the help of tax loss harvesting
HDFCBANK stocks is the leader in banking sector and 4th largest company in india.
NESTLE is an FMCG that has navigated Maggie crisis and gave 100% returns in 5 years
Real Numbers & clients. Only guy who tells you truth is your CA. Check these people’s capital Gains Report, which your CA asks for Income Tax Filing. Numbers cannot lie.
When capital is small, you can take risk. Your salary can help in draw down. More risk means higher preturn potential with mid cap size companies. Suitable for young generation who are working and can wait for 5-10 years.
By MoneyDhan
Present market cap
20-50 Thousand crore Rs
10 years later Market cap
2-5 Lakh crore
Your 1 Lakh today
Potential to become 5-10 lakh in 10 years as small companies can easily become large caps of future.
When capital is large. Few cores. a !0% draw down in capital could be 20-30 lakh loss. In such situation avodiing draw down matters more than growth.
Large cap companies keep generating consistent returns. A 15% on 1 crore = 15 lakh profit is quiet okay in rupees term. It could be your 6 months salary income. Suitable for mature acounts.Those who have substantial corpus to invest.
By MoneyDhan
Present market cap
3-5 lakh crore Rs
10 years later Market cap
8-10 Lakh crore
Your 1 Lakh today
Potential to generate 2x in next 10 years. Wihtout giving a heart attack during market crash. Mature business with good future clarity.
NO. A Portfolio Managment Service (PMS) needs minimum 50 lakh investment.
And they pool your money, taking it under their wings.
We are pure SEBI registered Investemnt Advisors.
We do not have a minimum capital criteria.
Although we do use PMS softwares at back end.
We request your holding statement. We create a parallel account in our PMS software.
We then email you our consult.
You can get it executed in your stock broker account.
Thus you get a PMS benefit, but money stays in your own control.
Your personalised PMS manager sort of.
We usually avoid Mutual fund because we can see the constituents of Mutual Funds and mimic them.
We advise majorly in stocks , then Exchange Traded Funds (ETFS)
Majorly because, if you are hiring us, we can save your expense ratio in Mutual Funds by guiding directly in stocks or very less expensive ETF (1/10th cost of MF usually).
As the account grows and gets matured, we do introduce diversification strategies like gold, debt,arbitrage.
The mid or small cap stocks will be replacedby large caps slowly. Why?
Because you were okay when 10 lakh became 8 lakh with higher risk. You will not be okay when 1 crore becomes 80 lakh with 20 lakh loss. This is when diversification on a 360 degree approach works.
MoneyDhan is a Sebi Registered Investment Advisor which guides you with Demat Account Management.
The intention is to use Stock Market as a source of income which could provide sufficient wealth appreciation inorder to meet future Financial Goals for every Indian citizen.
Yes. It is safe and secure from any kind of potential fraud or glitch of the system.
We do not accept any of your capital. You fund your own demat account, opened under a legal exchange governed stock broker. (Zerodha/Sharekha/motilal oswal etc). They hold your capital whereas moneydhan just advises you, on the action to be taken in your demat account.
Not for those who will need the invested capital back within 3 years.
For short term, we utilize debt fund.
We will suggest you the best available asset that would create long term wealth for you.
You can withdraw cash from your account at any time. All you have to do is initiate the withdrawal process from the ‘Payout’ tab on the mobile app or desktop. The money will be wired directly to your bank account. It may take the same 2 hours – 4 business days for the Amount to reflect.
Required documents
Then, any one of the following
6 months bank statement upto July end
or
3 month pay slip
or
form 16
or last 3 year ITR acknowledgement
We seek permission via Registered email before every execution.
Using our master terminal, we execute the order, in your account.
Via mobile app from the broker, you can always verify the Trades, Profit or Loss, net balance lives.
Our preferred transaction is “Never Exit”
However if a company screams out a fundamental deterioration, we will migrate that capital to better opportunity (stock).
We are SEBI Registered Authorized Personal. This means, we request you to open a new Demat Account under our franchise.
We do not take control of your existing Demat account. However, you can easily shift your Shares/MF holdings to new Demat account opened under our franchise.
We are SEBI Registered Authorized Personal. This means, we request you to open a new Demat Account under our franchise.
We do not take control of your existing Demat account. However, you can easily shift your Shares/MF holdings to new Demat account opened under our franchise.
We are Authorized Personal for your Demat account. This means, we have access to your Demat account from our master terminal.
We execute your trade order. But we require your permission as email first. For every Single transaction, we need this permission. That is the compliance part.
Using mobile App from the broker, you can always verify the Trades, Profit or Loss, net balance lives.
We request 10 thousand from you. After you gain 1 Lakh profit.
