Make close to 6% to 8% every year on top of your Mutual Fund Returns.

Mutual Fund Beater

A Mutual Fund or Portfolio Management Service (PMS) is a LONG ONLY strategy. This means you can buy first and sell later. However, there is no cash flow coming out except for dividend payouts.

Make close to 6% to 8% every year
on top of your Mutual Fund Returns.

A Mutual Fund or Portfolio Management Service (PMS) is a LONG ONLY strategy. This means you can buy first and sell later. However, there is no cash flow coming out except for dividend payouts.
A Demat account has unique features where, it can participate in derivatives products from stock exchange that can help us in generating additional cash flow per month.

Built for Alpha
returns

Trust is
our USP

Managing and growing Portfolio

Breakdown or Rs. 10,00,000

Risk involved and Probability

How Does
This work

KYC

  1. Demat Account is opened using your “know Your Customer”(KYC) documents.
    We have partnered with one of the top leading stock broking firm. This is a paperless process.

Step 1

Fund

  1. Fund your Demat Account via internet Banking.

  2. Its secure. The payment is accepted only from the bank account (yours) approved at KYC stage. Similarly, Payout will go to the same bank account. One bank Account for Pay-in and pay-out. Nobody else can take touch your capital ever.

Step 2

Risk Profile

  1. This is where we will have a discussion about your future financial goals. Dependents, Upcoming financial commitments. We risk profile you based on the data.

  2. Idea is to tailor make a portfolio for optimal returns that suits your age & risk capacity.

Step 3

Permission

  1. We consult you before every BUY or Sell in Demat Account.
    We seek your permission as email or call recording.

  2. Post this compliance step, we execute that order in your Demat account via, our master terminal.

  3. All you need to do is confirm email which we send 15 hours before market opens.
    we do not take spontaneous trades. Everything is pre-planned.

Step 4

Monitor

  1. You, as the owner of this Demat account gets complete access via mobile app. Monitor and stay updated with your account 24X7.

  2. You do not have to share your password with us. Being SEBI registered AP, We have access to your account from our back-office.

  3. You can click on “Request Payout” in app & pull out capital any time. Download all the reports for Income Tax filing in one click.

Step 5

Grow wealth

  1. No fee, No Charges, No exit Load, No lock-in period, No expense Ratio, No AMC, No pooling of your money, No un-authorized transaction.

  2. We request for Rs 10 thousand after you earn 1 Lakh profit. The Mobile app should show you the profits.

Step 6

Sophisticated investors do this all the time. Now it's your turn.

How it works

You don’t always have to invest cash for derivative trading, in fact, most HNIs don’t. Moneydhan will first collateralize your mutual funds with the stock exchange.

For every asset that you put up, you receive margin after a ‘haircut’. For example, if you collateralize funds worth ₹10 lakhs, the exchange might give you a margin of ₹8 lakhs for derivative trading, the difference of two lakhs is kept by the exchange to protect itself from market downsides. This is referred to as a ‘haircut’.

We use the margin gained from your mutual funds to execute very conservative derivative strategies. These strategies consistently generate returns between 0.8%* to 1.2%* every month.

Regular Income

Earn a monthly income..


Earn a monthly income, choose to redeem it for your expenses or reinvest it to benefit from compounding.

Low Risk

Moneydhan aims to mitigate...

Moneydhan aims to mitigate risk first and then generate returns.

No additional Investment

You leverage your existing...

You leverage your existing equity or debt funds invested with Moneydhan. No additional monies need to be invested.

Few things
you should know

Risk Management

Margin Expansion

During periods of extreme volatility in the stock markets, margin requirements for derivatives may increase. This may require us to close some of your open positions leading to losses.

Capital Risk

In periods of correcting markets, value of your mutual funds may drop. This will lead to lower margin available and lower income from Beater Strategies.

Liquidation Risk

In case of a loss from derivative positions, your underlying mutual funds may be liquidated unless replaced with additional capital.

Risk Reduction

Our approach inevitable needs a strong risk management system in place. Our objective is to protect capital fiercely, then earn returns.

Purpose of Mutual Funds ?

Add-on 6% extra returns from Your existing Mutual Funds.

You don't always have to invest cash for derivative trading. Your stock broker is allowed to provide Margin against your holdings.

Haircut

For every asset that you put up, you receive margin after a ‘haircut’. For example, if you collateralize funds worth ₹10 lakhs, the exchange might give you a margin of ₹8 lakhs for derivative trading, the difference of two lakhs is kept by the exchange to protect itself from market downsides. This is referred to as a ‘haircut’.

We use the margin to execute very conservative derivative strategies. People buy risky mid/smallcap stocks in hope of 20% CAGR. Blackbox gives us the freedom to buy safe large cap stocks only.

Our Track Record
Case Studies And Reviews

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.

Mr Gala

5/5

Mr Gala

15 Lakh

Capital Invested

6.58 K

Absolute Profit

43.92 %

Profit Percentage

39 Months

Time Duration

Frequently Asked
Questions

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.

At the account opening KYC stage, you would have submitted us with a bank proof. Payment from that bank account ONLY will be accepted.

Internet banking( RTGS), Online Payment gateway from Motilal’s app, UPI are various modes of transfer. We do not accept Cash.

  • Any person who can volunteer for some risk.
  • A cash saver of 5 thousand or above can fund his/her demat account.
  • Someone who don’t need the capital back for 3 years at the least.

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

  1. Pan card (color copy)
  2. Adhaar card (both sides/color)
  3. Passport size pic (color)
  4. Your mother name
  5. Your place of birth
  6. A pic of cheque
  7. Email id
  8. Mobile number
  9. Married or single

 

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.

Your Demat is under CDSL where all the stocks/Mf holding is safely stored. Accessible to your direction as well, without our presence.

If we don’t exist, surely the Motilal Oswal team will be there to service your needs. Under no circumstances, you would have an issue with your holdings or payouts.

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.