Parties Involved?

  1. MoneyDhan Investment Advisory ;
    Gives you the guidance about how to execute the strategy. All communications is made through Email.
  2. 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.
  3. 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 ?

  1. 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.
  2. 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.
  3. 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.
  4. 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?

  1. MoneyDhan Investment Advisory ;
    Gives you the guidance about how to execute the strategy. All communications is made through Email.
  2. 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.
  3. 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 ?

  1. 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.
  2. 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.
  3. 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.
  4. 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.

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.

Created on: 01 Feb 2023

10% market fall in 3 Months

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

By MoneyDhan Advisory

Maximum Profit

Rs 67,000 (67%)

Worst Loss

Rs 7,000 (7%)

Capital Required

Rs 1 Lakh

Exit Settlement

29 March 2023

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10% market fall in 6 Months

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

By MoneyDhan Advisory

Maximum Profit

Rs 85,000 (85%)
Rs 10,000 (10%)

Worst Loss

Capital Required

Rs 1 Lakh

Exit Settlement

29 June 2023

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10% market fall in 12 Months

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

By MoneyDhan Advisory

Maximum Profit

Rs 60,000 (60%)

Worst Loss

Rs 10,000 (10%)

Capital Required

Rs 1 Lakh

Exit Settlement

29 December 2023