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MoneyDhan > Our Products > Demat Equity LT
Demat Equity Long Term
"99% of Long Term Investment is about doing Nothing"
Demat Equity Long Term
"99% of Long Term Investment is about doing Nothing"
01________________Features
This is like your personalized mutual fund

Large Caps Leaders

Consistent and reliable monopolistic business. Sector leaders command Pricing power.  Anyone can buy them. But Hire us to manage them.

Buy And Hold

No churning.
Just buy and hold the large Cap stock unless fundamentals deteriorate beyond recovery approach.

Lower risk

Your portfolio is balanced between reliable large caps and high growth companies to generate returns while controlling your downside risk.

02________________our Investments
Our list of preferred stocks
They are easy to buy. Tough to hold and manage efficiently.

We are very concentrated in HDFCBANK stocks. It is the leader in banking sector and 4th largest company in india.

NESTLE is an FMCG that has navigated Maggie crisis and gave 100% returns in 5 years

ASIAN PAINTS gave 29% cagr last decade and is an monopoly

DABUR is generating 100% returns every 5 years since last 2 decades.

02___________our Investments
Our list of preferred stocks
They are easy to buy. But Tough to hold & manage.
We are very concentrated in HDFCBANK stocks. It is the leader in banking sector and 4th largest company in india.
NESTLE is an FMCG that has navigated Maggie crisis and gave 100% returns in 5 years
ASIAN PAINTS gave 29% cagr last decade and is an monopoly
DABUR is generating 100% returns every 5 years since last 2 decades.
03________________Our DNA
Core belief that defines us.

Our Objectives

If you are in stock market, You should get 100% within 5 years.
You should not trust anyone with your capital. The money should be in your own Demat account. It should be as good as in your lap.
Don’t pay unless you see results.

 

 

OUR RULES

 Sector leaders
Any company that has crossed 1 lac crore market cap
We do not exit any holding at any circumstances. We might buy a put protection.
Find companies that double every 5 years atleast.
The Company needs to have atleast 20 years evidence.
We request you to drop a “HI” on our whatsapp. Our Request for a call back via our Contact US Page

Our Philosophy

The image tells you the truth.
Any mutual fund out there ends up investing your money into the above list of stocks.

These companies control the fate of all your future financial goal achievements via Mutual Funds.

We Believe in sticking to the best.
The sector leader ( TCS not Infy / Asian Paints not Berger / HdfcBank not Icici or Kotak etc)

We stick to large caps only. Since the intention is to buy and keep quiet for 4- 5 years minimum. The large caps are well capable of getting our expected results. Mid-Caps requires you to volunteer for higher risk. We are uncomfortable with that risk.

You are not hiring us to buy these famous stocks. You hire us to manage them. Most investors are not aware of  the CEO, Market Cap and Quarterly results of the company. So, investors will show reluctance to invest big amount in any of the above companies. You hire us for that conviction.

Last 10 years our founder never sold HDFCBANK shares. Last 5 Years,never sold nestle (16% CAGR), Dabur (18% CAGR) or Asian paints(29% CAGR) ever. We believe in hiring the management of the company. Support them until the fundamentals ruin beyond any repair. Sticking with the best sector leaders steered us away from YesBank, DHFL, RCom etc. Our philosophy has kept us safe and grown our capital consistently.

The Company where we invest in, needs to have atleast 20 years evidence. 

We request you to drop a “HI” on our whatsapp. Our Request for a call back via our Contact US Page

04________________Capital Gains Report
Performance
Capital Gains Report is an authentic proof.
Each person receives an personalized Portfolio. Even though our stocks are similar ; The portfolio allocation, stock exposure, its purchase price and timing of entry varies for every individual. This is done keeping in mind your personal Financial goals. Except for Tax loss harvesting benefits, we do not churn portfolio. This saves your brokerage and other transactional charges. A true Long term Equity portfolio in every sense.
  • Mr.Seshadri

    Mr Seshadri is a SEBI registered Investment Advisor himself. 20 years Risk Head at IL&FS Securities. He hired us to explore how we operate. Our business model seemed quiet attractive to him. Seshadri sir, gave us 5 lakh to a year. With a mandate to beat nifty.
  • Mahesh

    Mahesh is a CA from Pune.
  • Mr. Kush

    Trusted us with 20 Lakh at first go itself. After checking on our progress, he was kind enough to add another 10 Lakhs into his own Demat Account, which we manage.
  • Mrs. Shruthi

    Mrs Shruti opened Demat Account in February Month 2020. A question was raised by an enquiry recently. How did the account perform, which was opened in February month. February saw all time high for Nifty. In March, due to covid 19, Nifty crashed by 30%.
  • Mr. Shubham

    Mr Shubham is from Delhi. A young Financial Market enthusiast who is working for a US based Mortage Lender. Objective here is to accumulate amount for his retirement and provide some cash flow for monthly expenses. We are good at managing various risk so that the portfolio Stays steady and grows consistently.
  • Mr. Gala

    Mister Gala is a Marwari businessman, with deep pockets, for high-risk tolerance. We implemented a directional, long-only, leveraged,...
  • Mrs. Swathi

    Last 1 year (Jan 2019-2020) performance for a mother of two kids. Earning a decent salary.
  • Mr. Sukhdev

    Mr. Sukhdev is the one person who has seen our worst numbers in his account. Faced Il&FS crisis, 2019 election , Tax reform rally, 2020 budget crash and march covid crash
04________Capital Gains Report
Performance
Capital Gains Report is an authentic proof.
Each person receives an personalized Portfolio. Even though our stocks are similar ; The portfolio allocation, stock exposure, its purchase price and timing of entry varies for every individual. This is done keeping in mind your personal Financial goals. Except for Tax loss harvesting benefits, we do not churn portfolio. This saves your brokerage, No implementation of taxes. A true Long term Equity portfolio in every sense.
  • Mr.Seshadri

    Mr Seshadri is a SEBI registered Investment Advisor himself. 20 years Risk Head at IL&FS Securities. He hired us to explore how we operate. Our business model seemed quiet attractive to him. Seshadri sir, gave us 5 lakh to a year. With a mandate to beat nifty.
    Read More
  • Mahesh

    Mahesh is a CA from Pune.
    Read More
  • Mr. Kush

    Trusted us with 20 Lakh at first go itself. After checking on our progress, he was kind enough to add another 10 Lakhs into his own Demat Account, which we manage.
    Read More
  • Mrs. Shruthi

    Mrs Shruti opened Demat Account in February Month 2020. A question was raised by an enquiry recently. How did the account perform, which was opened in February month. February saw all time high for Nifty. In March, due to covid 19, Nifty crashed by 30%.
    Read More
  • Mr. Shubham

    Mr Shubham is from Delhi. A young Financial Market enthusiast who is working for a US based Mortage Lender. Objective here is to accumulate amount for his retirement and provide some cash flow for monthly expenses. We are good at managing various risk so that the portfolio Stays steady and grows consistently.
    Read More
  • Mr. Gala

    Mister Gala is a Marwari businessman, with deep pockets, for high-risk tolerance. We implemented a directional, long-only, leveraged,...
    Read More
  • Mrs. Swathi

    Last 1 year (Jan 2019-2020) performance for a mother of two kids. Earning a decent salary.
    Read More
  • Mr. Sukhdev

    Mr. Sukhdev is the one person who has seen our worst numbers in his account. Faced Il&FS crisis, 2019 election , Tax reform rally, 2020 budget crash and march covid crash
    Read More
05________________Result First Business Model
Its Free to Hire us

10 Thousand for every 1 lakh profit.

Capped at 2.5% of Asset Under Management.No time limit. We risk our reputation, commit our time & resources upfront - until you see 1 lakh profit. If you paid us 30 thousand it means, you made 3 lakh profit.
05_________Result First Model
Its Free to Hire us

10 Thousand for every 1 lakh profit.

Capped at 2.5% of Asset Under Management.No time limit. We risk our reputation, commit our time & resources upfront - until you see 1 lakh profit. If you paid us 30 thousand it means, you made 3 lakh profit.
Demat Equity Long Term
"99% of Long Term Investment is about doing Nothing"
What does Demat Account Management Mean?

Demat account management is a transparent portfolio Guidance service. Capital is never pooled. Any execution is carried out by the Authorized Personal, after consulting you (the owner of demat) and with recorded permission (email).

A Demat account comes with freedom, unlike PMS or MF which are the long-only universe. A Demat account owner can short index, write options for regular premium income as well as, buy insurance against a potential crash in the market.

We guide you with which Electronic Asset to own in your Demat Account.

Benefits

Pay us after you see results

Every Advisor out there picks one of the following asset classes for your particular Financial Goal.
They are ;

  • Equity (15% CAGR ~ Doubles every 5 Year)
  • Gold ( 8% CAGR ~ Doubles every 9 Year)
  • Bonds/Debt ( 6% CAGR Doubles every 12 Years)

So all the permutation and combinations cannot double your capital before 5 years without increasing the “Risk of Ruin” ( where you loose all capital). 
Safest Tool is Debt which requires you to wait, 12 years to double. Capital Taxes are yet to be even mentioned.

Any asset allocation plan, must be re-viewed every 3 months.

Moneydhan earns 10 thousand rupees after your Demat Account reflects a Capital gains of 1 lakh in Profit. That’s the challenge we volunteer to undertake.

This Long term Equity meets includes all your..

  • Kid’s Future Planning
  • Retirement Planning
  • Wealth Creation planning
  • Insurance planning
  • We will even help you out with professional Tax planing if that is required. (don’t pay us)

You have 4 main things to focus in life. Health – Wealth – Family – Friends. This product takes care of your of Wealth creation. Without asking you to commit any fee upfront.

Long term Demat Equity product knows that there exist a very high probability of a 5 lakh today  becoming 1 crore in next 20 years. (15% CAGR)
We will earn 10 Lakh from you when your capital grows till 1 crore profit.

You cannot find a better business model that is centered for your benefit. You win first here.

06________________FAQ
Frequently Asked Questions

HOW DO I FUND MY 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.

Demat Account LT, Does it Suit Me?

  • 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.

HOW DO I WITHDRAW MONEY FROM MY ACCOUNT?

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.

What are the documents required.

Required documents

Pan card (color copy)
Adhaar card (both sides/color)
Passport size pic (color)
Your mother name
Your place of birth
A pic of cheque
Email id
Mobile number
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

WHO EXECUTES MY ORDER?

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.

How frequently you do transactions in equity?

Our preferred transaction is “Never Exit”

However if a company screams out a fundamental deterioration, we will migrate that capital to better opportunity (stock).

Can you use existing Demat Account?

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.

Minimum Amount Required?

For Demat Equity Long Term, Any amount is fine. There is no minimum Requirement of investment Capital.
When you invest 1 Lakh. We hope, to generate 100% profit within 5 years. That is 1 Lakh profit.
We are willing to wait 5 years for our cut of 10 thousand.

WHAT WILL HAPPEN IF MONEYDHAN CLOSES DOWN?

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.

WHO EXECUTES ORDER IN MY ACCOUNT?

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.

WHAT IS YOUR FEE STRUCTURE?

We request 10 thousand from you. After you gain 1 Lakh profit.

07________________Connect Us
Money matters, Talk to us
Connect with us. Talk to us. Ask the most harsh questions. Since we don't earn anything upfront, we are shamelessly blunt and honest.

DIY Open Demat Account

Did You Know?

Hdfcbank doubles every 4 Years? - so far

Nestle doubles every 5 Years? - so far

AsianPaints 2X every 3 years, since 2005- so far

Dabur doubled every 5 years, since 2000 - so far

08________________OnBoarding
Am convinced. How to Start?
  • 1. Connect UsWe will understand your profile.
  • 2. Know Your Customer DocumentsWe need some soft copies that verifies your identity.
  • 3. Agreement between you and usThe agreement mentions your risk profile, the kind of guidance, mode of guidance, service cost etc.
  • 4. Assign us your broker accountShare us the details. Funds in your account. Existing Holdings if any. Capital Gains report etc..
  • 5. We reach out with our email/SMS/Whatsapp etc You execute the trades in your own demat account
  • 6. Share your performance reportsOnce every month share us your Holdings and Capital Gains report.
We request 1% of Asset Under Advisory (AUA) upfront. Say 5 thousand upon 5 Lakh capital. At year end, this is adjusted against the profit share of 10%. Assume you gain 50 thousand profit upon 5 lakh by year end. 10% of 50 thousand is 5 thousand. Which you already paid. Its Adjusted
8 _____OnBoarding
Am Convinced. How to Start?
  • 1. Connect UsWe will understand your profile.
  • 2. Know Your Customer DocumentsWe need some soft copies that verifies your identity.
  • 3. Agreement between you and usThe agreement mentions your risk profile, the kind of guidance, mode of guidance, service cost etc.
  • 4. Assign us your broker accountShare us the details. Funds in your account. Existing Holdings if any. Capital Gains report etc..
  • 5. We reach out with our email/SMS/Whatsapp etc You execute the trades in your own demat account
  • 6. Share your performance reportsOnce every month share us your Holdings and Capital Gains report.
We request 1% of Asset Under Advisory (AUA) upfront. Say 5 thousand upon 5 Lakh capital. At year end, this is adjusted against the profit share of 10%. Assume you gain 50 thousand profit upon 5 lakh by year end. 10% of 50 thousand is 5 thousand