5 Lakh Rupees
& Multiples
Nifty Index Futures
& Options
Yes
Long time, Renewed annually
Premium Module
₹5,000.00
Nifty Beater as the name suggests beats, Nifty Index !
An Structured Product that uses Derivatives.
Derivatives is a combination of futures and options.
Derivatives is used to transfer risk from one party to another.
Just like buying insurance.
We have built a smart portfolio that will avoid losses when market falls beyond a point.
Also keeps giving you unlimited upside profit when Nifty Index Goes Up.
We are pioneering that concept in India. India missed professionals who are experts in Derivatives.
Traditionally available Investment asset classes all lose value whenever Market Crashes.
Nothing is available in the market to hedge the risk.
You cannot avoid the downside risk of value erosion.
A smart portfolio which uses NIFTY Index Buy.
Adds the much needed downside protective insurance.
When you buy health insurance, vehicle insurance, you did an PUT options buy (derivative). You have transferred the risk of loss to insurance company.
Premium Module
₹5,000.00
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Get an unfair advantage over Nifty Index. The Insurance leg protects you from unlimited losses. But the upside is kept open for unlimited returns.
Beats Your Existing Nifty ETF and Large Cap Mutual Funds. Protect your Large Cap Mutual fund gains when market is at all time high. You do not have to book profit/exit units and wait for market crash so as to re-purchase.
Downside loss is capped and already informed. You can sleep well. Recession, War news will not make you nervous anymore.
Leverage works in your favour.
If nifty gains 100 points, you stand to earn 150 points.
Your capital is held in a trading and demat account with a third party broker, the control to which only you have.
We purchase Long dated Protective Put Insurance against Nifty fall. The loss from nifty price fall is covered by this protective PUT option.
Your investment with MoneyDhan do not have a lock-in. You can choose to redeem your funds anytime.
You are assigned a dedicated investment manager who serves as your financial advisor for your investment. Complete hand holdings.
Nifty Beater uses Capital Protection when Nifty ETF crashes with the help of Insurance like component a.k.a, Protective Put buying.
To enhance the gain when market moves sideways, NB product uses Credit Income strategy which creates a decent cash flow.
Premium Module
₹5,000.00
Premium Module
₹5,000.00
10 Years Positive: Positive Calendar Years. Except for 2015 -4% dip……..
Premium Module
₹5,000.00
Nifty ETF Performance
Minimum Investment is Rupees 5 lakh and we invest in Index Options.
How long is these positions held?
We enter into Options contract that expiry 12 months from now.
At present we are helping you in choosing December 2023 expiry contracts.
Is it possible to make profit when nifty falls down?
Yes. Futures is a contract which allows you to sell nifty first. Once nifty falls down, you can exit and book profits. These profit will be the difference between your entry and exit price in Nifty. You loose when nifty goes up.
How can you assure capital is protected in case market falls down?
We use Index contracts knows as Put option buy. It’s the financial term used for what you may know as an”insurance protection” in case, nifty falls down in a year.
The suggestion is sent as email from advisor to your email id.
Our RM can help you in getting the execution done with your stock broker.
Since the number of execution is limited in one year. You will not have to spare too much time for the signals.
Investing Nifty ETF Index,
This is not a buy and forget approach. The strategy needs few adjustments over the course of an year.
Moneydhan will guide you with all the required updates as and when situation arises in the market.
The premium paid as Protective Put buy is an recurring annual expense.
Yes. You can exit at any time. You are in full control of your demat account.
Be informed that, the outcome depends on exit price, provided to us by Exchange via your stock broker. The intended result comes if position
Yes. You are in full control of your demat account.
Lockin means, if there any minimum commitment of time required before you can ask the capital back. Many Mutual funds charge ” Exit load at 1%” to discourage you from withdrawing money within 1 year.
We at moneydhan, An SEBI registered Investment advisory do not have any Lock-In nor exit load whatsoever. No strings attached. You can enter or exit at anytime.
But the desired result comes if you hold till contract expiry at NSE. ( December 2023)
As a Sebi Registered Investment Advisor, we can only provide you with guidance about execution via email.
You get the trade executed, by following our instructions, with your broker.
You own the Demat account, opened with your Stock broker using Your pan, adhaar etc.
An Demat is an electronic vault where you hold all your electronic assets. Its 100% safe and under your legal custody.
When Nifty Falls, the put options will increase in value, offsetting the losses in Nifty long exposure. This can help to protect the investor’s capital and reduce the impact of short-term market volatility on their investment goals.
In the context of the Nifty Beater product from Moneydhan.com, put options can be used as part of an overall risk management strategy to help protect against market downturns and preserve capital. While purchasing put options does come with a cost, it may be worth considering for investors who are concerned about downside risk in their portfolio.The cost envisioned here is affordable and negligible.
Yes. Using NRO account
Option 1) Email us on moneydhanadvisor@gmail.com with your name, requirement and phone number. We will reach out to you and assist you for onboarding.
Option 2) Fill your details in contact us in Moneydhan.com website . We will reach out to you and assist you for onboarding.
Option 3) Click on HireUS on NiftyBeater. It will redirect to onboarding platform where you need to fill in below details as per SEBI mandate
i) Fill your risk profile.
ii) Understand the suitability assessment and risk profile analysis according to your risk apetite.
iii) eKYC i.e You also need to authenticate your KYC details (pan card, Aadhar)
iv) eSign of Agreement using AADHAR otp. It hardly takes max of 10 minutes for onboarding. Thats it! Sit happily . Our relationship manager will assist you with your financial planning within 48 hours.
Yes. We proudly say that we are associated with SEBI. We are among the 1334 RIA at present in India.
Our registration number is Registration No. INA200016193 (Type of Registration- Non-Individual, Validity of Registration- Perpetual). You will be able to verify from SEBI portal.
We do onboarding. Only after you fill the risk profile and we understand your risk apetite then only we proceed with portfolio planning and proceed with investment advice.
5000rs/- Plus GST per 5 lakh capital deployed by you.
If you are exiting the Mutual Fund and buying bond, it is a personal choice. Buying bond will get you average 7% returns per year for sure. Nifty Beater will not give any return if market falls. Buying bond seems like a good option.
Liquidity is the major factor. We can enter and exit in Nifty related products easily, in comparison to individual stocks whre we might not get other side party for execution.
No. This performance does not include the tax calculation.
Every individual has there own post profit tax. We can provide you CA guidance to find your Tax implication, if requested.
Derivatives income will be taxed as Business Income.
Thus the tax is paid after your expenses incurred.
Side note:You can use the fee paid to us as expense as well.
For NRIs, options trading is considered as a non-speculative business activity, and the profits or losses from options trading are treated as business income. The tax rate applicable to business income in India is 40%, plus applicable surcharge and cess.
Individual,
Non Individuals like Partnership Firm,Corporates,
Hindu Undivided Family (HUF),
Trust,
NRI – NRO
Yes. IF you fear a fall in nifty price is possible. You can use NIFTY beater which will give you nifty exposure worth 9 lakh, with downside protection.
The risk starts once nifty crashes beyond 18%.
When nifty Falls till 12000 (At present 18300 at the time of writing this), Fall is 35% for your NiftyBees/ETF.
The Nifty beater loss will be 30% (loosing less is also beating)
The risk starts once nifty crashes beyond 18%.
When nifty Falls till 12000 (At present 18300 at the time of writing this), Fall is 35% for your NiftyBees/ETF.
The Nifty beater loss will be 30% (loosing less is also beating)
Yes. You can exit at any time. You are in full control of your demat account.
Be informed that, the outcome depends on exit price, provided to us by Exchange via your stock broker. The intended result comes if position
Yes. You are in full control of your demat account.
Yes. IF you fear a fall in nifty price is possible. You can use NIFTY beater which will give you nifty exposure worth 9 lakh, with downside protection.
Lockin means, if there any minimum commitment of time required before you can ask the capital back. Many Mutual funds charge ” Exit load at 1%” to discourage you from withdrawing money within 1 year.
We at moneydhan, An SEBI registered Investment advisory do not have any Lock-In nor exit load whatsoever. No strings attached. You can enter or exit at anytime.
But the desired result comes if you hold till contract expiry at NSE. ( December 2023)
As a Sebi Registered Investment Advisor, we can only provide you with guidance about execution via email.
You get the trade executed, by following our instructions, with your broker.
You own the Demat account, opened with your Stock broker using Your pan, adhaar etc.
An Demat is an electronic vault where you hold all your electronic assets. Its 100% safe and under your legal custody.
When Nifty Falls, the put options will increase in value, offsetting the losses in Nifty long exposure. This can help to protect the investor’s capital and reduce the impact of short-term market volatility on their investment goals.
In the context of the Nifty Beater product from Moneydhan.com, put options can be used as part of an overall risk management strategy to help protect against market downturns and preserve capital. While purchasing put options does come with a cost, it may be worth considering for investors who are concerned about downside risk in their portfolio.The cost envisioned here is affordable and negligible.
Yes. Using NRO account
Option 1) Email us on moneydhanadvisor@gmail.com with your name, requirement and phone number. We will reach out to you and assist you for onboarding.
Option 2) Fill your details in contact us in Moneydhan.com website . We will reach out to you and assist you for onboarding.
Option 3) Click on HireUS on NiftyBeater. It will redirect to onboarding platform where you need to fill in below details as per SEBI mandate
i) Fill your risk profile.
ii) Understand the suitability assessment and risk profile analysis according to your risk apetite.
iii) eKYC i.e You also need to authenticate your KYC details (pan card, Aadhar)
iv) eSign of Agreement using AADHAR otp. It hardly takes max of 10 minutes for onboarding. Thats it! Sit happily . Our relationship manager will assist you with your financial planning within 48 hours.
Yes. We proudly say that we are associated with SEBI. We are among the 1334 RIA at present in India.
Our registration number is Registration No. INA200016193 (Type of Registration- Non-Individual, Validity of Registration- Perpetual). You will be able to verify from SEBI portal.
We do onboarding. Only after you fill the risk profile and we understand your risk apetite then only we proceed with portfolio planning and proceed with investment advice.
5000rs/- Plus GST per 5 lakh capital deployed by you.
Liquidity is the major factor. We can enter and exit in Nifty related products easily, in comparison to individual stocks whre we might not get other side party for execution.
No. This performance does not include the tax calculation.
Every individual has there own post profit tax. We can provide you CA guidance to find your Tax implication, if requested.
Derivatives income will be taxed as Business Income.
Thus the tax is paid after your expenses incurred.
Side note:You can use the fee paid to us as expense as well.
For NRIs, options trading is considered as a non-speculative business activity, and the profits or losses from options trading are treated as business income. The tax rate applicable to business income in India is 40%, plus applicable surcharge and cess.
Individual,
Non Individuals like Partnership Firm,Corporates,
Hindu Undivided Family (HUF),
Trust,
NRI – NRO
Quarterly profit payout image
Premium Module
₹5,000.00
Post expense ratio and churning, Mutual Fund cannot achieve your financial goal.
Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers Registration No. INA200016193 (Type of Registration- Non-Individual, Validity of Registration- Perpetual)
7/433, Alumavunchodu, Thankalam, kothamangalam, kochi, Ernakulam, KERALA, INDIA – 686691
Contact No: 91 8480005564,
Email: sujith@moneydhan.com
Principal Officer: Mr. Hardeep Shantaram Korde, Contact No: 91 8480005564, Email: moneydhanadvisor@gmail.com
Warning: Investments in the securities market are subjected to market risks. Read all the related documents carefully before investing.
Disclaimer: Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory.
