Parties Involved?
- MoneyDhan Investment Advisory ;
Gives you the guidance about how to execute the strategy. All communications is made through Email. - Your Stock Broker ;
Zerodha, upstock, groww or any of those brokers you have account, executes the trade in your own account. You trust broker with your capital. - National Stock Exchange ;
The options contract executed on your behalf by the broker is , honoured by NSE. The pay-off comes from NSE to the broker who transfers it to your bank account eventually.
Risk ?
- Liquidity Risk
There is no liquidity Risk here. You can enter and exit this position at will. However, your must hold the options contract till its pre-determined expiry date so as to get the pre-defined Payment structure. - Credit Risk
The pay-off is guaranteed by NSE and Central Clearing members. Default risk is none. NSE has never defaulted in its settlement till date. - Fraud Risk
Do not share your login details to bank or Broker account with anyone. Broker cannot touch your money for personal use anymore. SEBI has made sure of that. - Broker Risk
Keep the required capital with the broker all the time. If there is capital short-fall, broker can ask his Risk Management System (RMS) to square off the position. Therefore, it is your duty to keep the required cash balance to maintain the security deposit (margin)
Parties Involved?
- MoneyDhan Investment Advisory ;
Gives you the guidance about how to execute the strategy. All communications is made through Email. - Your Stock Broker ;
Zerodha, upstock, groww or any of those brokers you have account, executes the trade in your own account. You trust broker with your capital. - National Stock Exchange ;
The options contract executed on your behalf by the broker is , honoured by NSE. The pay-off comes from NSE to the broker who transfers it to your bank account eventually.
Summary
Asset used:
Nifty Index Options
Minimum Capital Required :
1 Lakh Rupees is required
Entry Load :
NIl
Exit Load :
NIL
Tenor :
3 Months , ends in March 2023
Max Profit capped :
Yes. Max Profit is capped.
Max Loss capped :
Yes. Max Loss is also capped.
Lock- in :
NO Lock-in.
Pre-Mature exit is based on pro-rata
Fees :
1,000 Rs + Gst
Risk ?
- Liquidity Risk
There is no liquidity Risk here. You can enter and exit this position at will. However, your must hold the options contract till its pre-determined expiry date so as to get the pre-defined Payment structure. - Credit Risk
The pay-off is guaranteed by NSE and Central Clearing members. Default risk is none. NSE has never defaulted in its settlement till date. - Fraud Risk
Do not share your login details to bank or Broker account with anyone. Broker cannot touch your money for personal use anymore. SEBI has made sure of that. - Broker Risk
Keep the required capital with the broker all the time. If there is capital short-fall, broker can ask his Risk Management System (RMS) to square off the position. Therefore, it is your duty to keep the required cash balance to maintain the security deposit (margin)
Holding Period
Ends on date 29 March 2023
Risk Profile
Nifty ETF Performance
Our Product Performance
0%
-5%
-10%
-16%
-18%
No Loss
No Loss
No Loss
No Loss
-1%
Nifty ETF Performance
Our Product Performance
3%
6%
9%
14%
20%
9%
14%
20%
20%
20%
Minimum Capital
5 Lakh rupees and its Multiples
Exposure Taken
9 lakh worth Nifty ETF
Downside Protection
Till approx ~16% drawdown in Nifty
About The Product Nifty Beater
Nifty Beater as the names suggests beats Nifty Index.
There is a capital protection component here that gives zero draw down loss even if nifty falls by more than 16% in a year.
There is a Leverage Component here that enables nifty to give 2x returns in comparison to Nifty Index up-move.
In the Above Image,
Black line is Normal Nifty Index.
Yellow Line is Nifty beater, our Product.
1
2
As long as Yellow line is above Black Line,
Our product Nifty beater Outperforms the
Nifty index or, NiftyETF or even Large Cap
Minimum Capital
5 Lakh rupees and its Multiples
Risk Profile
Holding Period
Ends on date 28th December 2023
( Renewed Every 12 Months )
Fees
1% of AUA or,
Rs 5,000 Per 5 Lakh Capital
GST Extra.
About The Product Nifty Beater
Nifty Beater provides capital protection when nifty falls down in a year.
Also, The product aims to generate upto 20% return even if Nifty gives just 10% upside move, in a year.
- The strategy protects your capital on the down side (Upto 18%).
This is achieved by taking downside capital protective insurance for nifty. - There will be a capping on maximum profit at 20% (You earn 20% even if nifty goes up just 10% in a year). This sacrifice is needed for the downside insurance protection.
- Suitable for those who want to lock-in their large cap holdings at all time high.
- Better product for Nifty ETF holders. This beats Nifty.
- Nifty generates 12% CAGR on long term. This set up will beat nifty on upside and downside too.
Minimum Investment Amount
₹ 5,00,000
As per SEBI mandate, we can advise only after Onboarding formality. No hidden charges for Onboarding.
- Risk profile
- Suitability Assessment
- eKYC
- Onboarding
03.
Features
Complete Control
Executed in your own Demat account.
Just one trade for entire year.
Pay-off Guaranteed
The settlement is guaranteed by
National Stock Exchange
Pre-Defined Time Period
Contract ends after December, year 2023.
Entire Positions winds up and payout is made.
03.
Features
Complete Control
Executed in your own Demat account.
Just one trade for entire year.
Pay-Off Guaranteed
The settlement is guaranteed by
National Stock Exchange
Pre-Defined Time Period
Contract ends after December Month of year 2023.
Entire Positons winds up and payout is made.
- Underlying Nifty 50 Index
- Rebalance Frequency Annual
- Next Rebalance December, 2023
- Exposure 9 Lakh worth Nifty (Futures)
- Capital Used 5 Lakh Rupees
- Maximum Profit: 20%
- Best Performance: When nifty gives 10%, Product generates 20%.
- Downside Protection: Yes (Upto 15-18%)
Hedge Insurance Products for Market crash
India’s only product that makes profit when market falls. Stop Fearing the bad news in market now.
A New Era of wealth creation for Indians when market falls, begins here.
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Earn upto 65% ROI when market falls by 10% in 3 months
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Maximum Profit
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Worst Loss
Rs 7,000 (7%)
Capital Required
Rs 1 Lakh
Exit Settlement
29 March 2023
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Earn upto 85% ROI when market falls by 10% in 6 months
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Worst Loss
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Exit Settlement
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Earn upto 60% ROI when market falls by 10% in 12 months
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Exit Settlement
