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)

otpless - We are MoneyDhan.com - Qualified SEBI registered professionals.

[drag_and_drop_button]

Parties involved ?

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

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

-5%

-10%

-16%

-18%

No Loss

-1%

Nifty ETF Performance

Our Product Performance

14%

20%

14%

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.

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 )

View Product Brochure

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

View Product Brochure

As per SEBI mandate, we can advise only after Onboarding formality. No hidden charges for Onboarding.

Onboarding Includes

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.

Exposure & Holdings

Pre-Mature Exit

Back Test Data

Exposure & Holdings

Pre-Mature Exit

Back Test Data

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.

10% market fall in 3 Months

Earn upto 65% ROI when market falls by 10% in 3 months

Maximum Profit

Rs 67,000 (67%)

Worst Loss

Rs 7,000 (7%)

Capital Required

Rs 1 Lakh

Exit Settlement

29 March 2023

Nifty goes down by 4% ; in next 1 Months

Created on 14th Feb 2023

Nifty Spot 17900

Maximum Profit

Rs 24,000 (+ 23%)

Worst Loss

Rs 1,000 (- 1%)

Nifty Close	15000 or below	17,000	18000 or Above
P&L	55 thous'd Loss	67,000 Profit	5 thousand Loss

Capital Required

Rs 1 Lakh Only

Maturity Date (Expiry)

23 February 2023

10% market fall in 6 Months

Earn upto 85% ROI when market falls by 10% in 6 months

Maximum Profit

Rs 85,000 (85%)

Rs 10,000 (10%)

Worst Loss

Capital Required

Rs 1 Lakh

Exit Settlement

29 June 2023

10% market fall in 12 Months

Earn upto 60% ROI when market falls by 10% in 12 months

Maximum Profit

Rs 60,000 (60%)

Worst Loss

Rs 10,000 (10%)

Capital Required

Rs 1 Lakh

Exit Settlement

29 December 2023

MoneyDhan Special products

Hedge Insurance

Nifty Goes Down 16200; By May End

Nifty Spot

17700

Max Profit

15%

Created date

05 Apr 2023

Nifty Target

16200

Max Loss

0.3%

Target Date

25 May 2023

00
Days
00
Hours
00
Minutes
00
Seconds

Live (4)

Time Out (1)

Live (4)

Time Out (1)

Only Strategy in India that gives capital protection when market falls.

As an Investment Advisor, it is our responsibility to show the power you hold with your Demat Account.

Nifty gave a negative close of -25% in Year 2011.
Since 2012, Nifty has always given a positive calendar return. It is akin to someone who is running a marathon for past 10 years. A negative calendar close is around the corner.

Mutual Funds cannot buy protective puts (insurance) when market falls

Mutual Funds cannot use leverage strategies to earn profits, in a down market. They are barred from doing so by Regulator SEBI. But an individual investor like you, can do short sell to gain when market falls.

Even if the fund manager is aware of recession or imminent fall, they will not Buy Put options or liquidate stocks.
Remember: If a stock falls from rupees 100 to rupees 50, The loss in percentage is 50%.
Same stock if goes from 50 to 100, The return is 100%. Needs Double effort to break even.

Nifty Beater crosses this Limitations of Mutual Funds

Portfolio Management Service

A Equity long only strategy with minimum investment of 50 Lakhs. The PMS managers advocate to hold or add more capital to average in a falling market. They are not allowed by regulator to short sell or take leverage on the upside.

Stock Broker

A stock broker is someone who could help you with short selling strategies. However they seek constant activity from you, for their brokerages. Here Nifty Beater executes just one trade for one year. Brokers are not your friends.

SmallCase

Every theme based stock portfolio will witness losses when nifty goes down. Non of the products with smallcase can generate profit when nifty falls.
Last 7 years, Nifty never gave a negative close. But Thats a record meant to be broken soon.

05. Pay-off

Enjoy the benefits of protected portfolio. What does that mean?

Managed risk

Self-defined outcomes

Flexibility and varsatility

Customized products

Upside returns

Stability with growth

You don’t have to be rich to protect your portfolio. You just have to want to.

Explore more on protective investing.

DOWN

Nifty Index Direction

Nifty Down Move In %

14 Feb 2023

Created On

29 March 2023

Maturity Date

35 %

Maxi. Return On Investment

- 6 %

Maxi. Loss On Investment

₹ 1 Lakh

Minimum Capital Required

₹ 1,000 Per Lakh

Maxi. Loss On Investment

FINANCIAL ADVISORS

Start Building a Protected Portfolio Today

Create your MoneyDhan account in minutes

Try now and get started today!

Grab group link from web

Grab group all links from ny group

Grab group link from web

Grab group all links from ny group

Nifty goes down by 4% ; in next 1 Months

Created on 14th Feb 2023

Nifty Spot 17900

Capital Required

Rs 1 Lakh Only

Maturity Date (Expiry)

23 February 2023

Nifty goes down by 4% ; in next 1 Months

Created on 14th Feb 2023

Nifty Spot 17900

Maximum Profit

Rs 24,000 (+ 23%)

Worst Loss

Rs 1,000 (- 1%)

Nifty Close	15000 or below	17,000	18000 or Above
P&L	55 thous'd Loss	67,000 Profit	5 thousand Loss

Capital Required

Rs 1 Lakh Only

Maturity Date (Expiry)

23 February 2023

My Example Heading

My Other Example Heading

Capital Required

Rs 1 Lakh Only

Maturity Date (Expiry)

23 February 2023

00Days
00Hours
00Minutes

00Days

CD: 12 Aug - Spot 20000 - Nifty Goes down 19300 ; By Sep End

Rated 0 out of 5
₹1,000.00
Add to cart
CD: 21 Aug - Spot 19400 - Nifty Goes down 19100 ; By Sep End

Rated 0 out of 5
₹1,000.00
Add to cart
CD: 11 Aug - Spot 19400 - Nifty Goes Upto 19900 ; By Aug End

Rated 0 out of 5
₹1,000.00
Add to cart
CD: 26 Jul - Spot 19800 - Nifty Goes Upto 20000 ; By Aug End

Rated 0 out of 5
₹1,000.00
Add to cart

Progress Bar

My Skill

Web Designer 50%

Participate Against the Downside

The markets are volatile and Index can correct from its levels. Add a level of protection using our product HEDGE INSURE to help preserve your MF or Equity investments against unpredictable markets.

Only strategy in India that earns profits for you, when market falls.

Participate on the Upside

When the market goes up, Small POTS product enhances your returns. Maximum Loss is fixed. Risk to reward ratio is usually 1:3 or more, in your favour.

Whether you are seeking Quick income or Higher returns from Nifty, Managed outcome investing can get you there.

Nifty ETF worth 9 Lakh using 5 Lakh

Sensible use of Leverage in a responsbile manner.

Nifty is a basket of 50 best stocks in India. Which ensures, it will never go to zero. Therefore a 5 Lakh capital is used to own 9 Lakh worth Nifty ETf.
To counter loss, protective Buy is done –>

Protective Put Buying

An income generating strategy acts like an insurance when Nifty crashes

An protective strategy when market crashes. Also, Post crash this put buy profits enables us to Purchase Stocks at lower levels. Detailed Explanation by Investopedia.

Bull or Bear Spread Credit writing

Hedge strategy used to earn limited profit.

Hedge strategy used to earn limited profit. Safe from Blackswan event.
After determining the probability of a price “Not” coming, we go for credit writing spread.
Very well explained by Zerodha Varsity

The Idea Came from

Street Smart Marwari guys taught us the strategy.
We made a product out of it.

“Nifty Beater” Beats Nifty with leverage when Nifty goes up.

Nifty Beater gets Capital Protection when Nifty ETF crashes by using Insurance like component via, Protective Put buying.

To enhance the gain in a sideways market, NB product uses Credit Spread strategy which aims on creating a decent cash flow.

Black Box Alpha generates positive returns especially when equity is falling. Thus, minimizing the overall dip in your account balance.

Stand on the Shoulders of giant large caps

We pick the time tested and proven Large caps. When a firm has spent more than a decade as publicly traded stock. We will have more than enough data to do a proper due diligence and come up with a very marque list of shares where one can invest a great sum of wealth and still get a peace of mind while sleeping

Companies which are beyond 1 lakh crore market cap.
Companies which are publicly listed for more than a decade.
Companies which are generating profits.
Companies which are generating new all time high profit Y-o-Y.
Companies with clean management and clear communicating with its investors.

Companies that are doubling market value every 5 years or less.

No churning policy

Some stocks, when once bought, they seldom give any reason to book profits. We pick those companies which makes an all time high every 12-18 months. This means, we hold them until the company profile deteriorates.

2X in 5 years

One investment for all market conditions. Works for everyone

By MoneyDhan

Mi. Amount

Rs 2,972

4Y CAGR

10.63%

All Time High in 3 Years

Nifty ETF lenge. SIP karenge. EVery 3 years all time high banata hain na.

By MoneyDhan

Mi. Amount

Rs 2,972

4Y CAGR

10.63%

Consistent performers

Stocks that beat sensex consistently over past decade. And ones which are expected to do so in near future.

By MoneyDhan

Mi. Amount

Rs 2,972

4Y CAGR

10.63%

Adani lega?

One investment for all market conditions. Works for everyone

By MoneyDhan

Mi. Amount

Rs 2,972

4Y CAGR

10.63%

A Strategy For Every Market

Our Strategies are adaptive to most market conditions.

Volatility Dispersion

A dispersion trade benefits from a substantial difference in the volatility of an index and one of it’s major components. This is a type of correlation trading as such trades are usually profitable in a time when the individual stocks are not strongly correlated.

Vega Crush

Market oscillate between high and low volatility phases, which are measured by vega. Selling options for a higher premium in a high vega environment helps you capture profits as markets stablise, irrespective of it’s direction.

Calendar Spreads

These are options trades that are spread simultaneously between two different months; entering a long and short position on the same underlying asset but at different expiries. Calendar spreads carry lower margins.

Delta Neutral

Delta neutral strategies are options strategies that are designed to create positions that aren’t likely to be affected by small movements in the price of a security. This is achieved by ensuring that the overall Delta value of a position is as close to zero as possible.

Theta Decay

Also known as time decay, these option writing strategies benefit from falling option prices as we head towards the expiry of a contract.

Equity Hedged Options

These option strategies are used to benefit from a falling market but the upside risk is hedged by going long on equities and short on options.

1. Demat Equity Long Term

Direct Equity in your own demat account, based on our advise.

Expected Return ? 12% CAGR (3 years) , 15% CAGR (5+ years)
Risk ? Moderate
Minimum Investment ? Any amount is welcome. Even 10 thousand

We suggest Large cap blue chip, Sector leader companies with no intention to exit.

An MF is like a train, where an 18 year old and 60 year old gets same stocks as NAV units. But You are unique. Your stock portfolio should be unique too. Stocks picked are unique for you.

This is way Better than MF.

The stocks rest in your own demat account.

We buy And Hold With No Churning

3. Nifty Beater

Structured Product

Executed in your own Demat account.

Protective Investment

Downside Capital Protection with unlimited upside.

Previous slide

Next slide

Nifty

5%

Down

No Loss

About the Approach

The selection of stocks that focus on generating 15% so that, capital grown 2x in 5 years.
Those companies which have a track record of achieving this objective in past decades, are included in the stock portfolio.
The portfolio rides on the ambitious growth objective of Indian government to achieve 5 trillion dollar economy.

About the Approach

The selection of stocks that focus on generating 15% so that, capital grown 2x in 5 years.
Those companies which have a track record of achieving this objective in past decades, are included in the stock portfolio.
The portfolio rides on the ambitious growth objective of Indian government to achieve 5 trillion dollar economy.

Name of Product

Nifty Beater

Capital required

5,00,000

Exit Date

28 December 2023

Profit

When nifty goes up

Loss

When nifty falls more than 15%.

Position Taken on

Any-Time possible

Capital Protection

Down till 15%, no loss.

Stocks we Love

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Nifty Beater is better Than NiftyETF.
As long as the Yellow Line Stays above Black Line, Our product is superior.

Nifty must fall 40% down first,
to outperform Nifty Beater.
Note that, loosing less than Nifty is also good performance.

On the Upside, Maximum gain is 20%.
Inorder to outperform Nifty Beater product;
Nifty must go 30% in a year ( rare event). Nonetheless you still end up in profit.

Parties Involved?

Risk ?

Parties Involved?

Summary

Risk ?

Holding Period

Nifty ETF Performance

Our Product Performance

Nifty ETF Performance

Our Product Performance

Minimum Capital

Exposure Taken

Downside Protection

About The Product Nifty Beater

Minimum Capital

Holding Period

View Product Brochure

₹ 5,00,000

View Product Brochure

03.

Features

Complete Control

Pay-off Guaranteed

Pre-Defined Time Period

03.

Features

Hedge Insurance Products for Market crash

10% market fall in 3 Months

Rs 67,000 (67%)

Rs 7,000 (7%)

Rs 1 Lakh

29 March 2023

Nifty goes down by 4% ; in next 1 Months

Rs 24,000 (+ 23%)

Rs 1,000 (- 1%)

Rs 1 Lakh Only

23 February 2023

10% market fall in 6 Months

Rs 85,000 (85%)

Rs 10,000 (10%)

Rs 1 Lakh

29 June 2023

10% market fall in 12 Months

Rs 60,000 (60%)

Rs 10,000 (10%)

Rs 1 Lakh

29 December 2023

MoneyDhan Special products

Nifty Goes Down 16200; By May End

Days

Hours

Minutes

Seconds

Nifty Goes Down 16200; By May End

Days

Hours

Minutes

Seconds

Nifty Goes Down 19300; By Sep End

Days

Hours

Minutes

Seconds

Nifty Goes Down 19100; By Sep End

Days

Hours

Minutes

Seconds

Nifty Goes Down 17700; By June End

Days

Hours

Minutes

Seconds

Nifty Goes Down 17000; By June End

Days

Hours

Minutes

Seconds

Nifty Goes Down 17800; By May End

Days

Nifty Goes Down 16500; By March End

Nifty Goes Down 17000; By March End

Nifty Goes Down 17000; By March End