Index Long Term Strategy

Equity + Safety = Prosperity

Step 1: Invest in Index ETFs + Index Futures

Step 2: Purchase protection of Investment

Step 3:  Invest balanced money in Debt Funds

Result: Prosperity

Plan your retirement
Invest in
Index Long Term Strategy, Today.

Hear it from CA Govind Jhawar (Founder, CEO) about ILTS and decide yourself!

Features of Index Long Term Strategy

Investment-Strategies-for-Beginners-PPU

Why Index Long Term Strategy?

  • Rich Retirement: Have the funds to live the kind of life you want to live post retirement
  • Beat Inflation: Inflation is the silent wealth killer – Stand the test of time
  • No Stress. Just Growth: Times of stress are also times that are signals for growth
  • Low Investment for Big Growth: Enable yourself to turn your dream of automating growth into a reality
  • Invest now. Pay Later: Tide over the problem of fund crunch and secure your future

Long Term

Leverage

Low Risk

Safety

Transparency

Our Strategy Is Distributed By Renowned Companies

Where To Invest?

Nifty50

Portfolio of top 50 companies

Never become zero

Growing asset

Self Managed Portfolio

Weak goes out & Strong comes in

Futures

Low cost

Benefits of Leverage

Profit Booster

Hedging

Protection against market fall

Low cost insurance

Cash Flow Management

How To Invest?

Portfolio of ₹1 Crore

  • Investment in Equity – 30 Lakhs
  • Futures – 70 Lakhs
  • Total Portfolio – 1 Crore
  • Investment in Debt – 70 Lakhs

*Cost Calculations:

  • Hedging cost – 5%
  • Futures’ forwarding cost – 3.5%
  • Gross Cost – 8.5%
  • Income: Interest from Debt – 5%
  • Net Annual Cost – 3.5%

*Above cost may change from time to time.

Strong Past Records

Portfolio of ₹1 Crore

  • Investment in Equity – 30 Lakhs
  • Futures – 70 Lakhs
  • Total Portfolio – 1 Crore
  • Investment in Debt – 70 Lakhs
*Note: The above results has been arrived on the basis of past data testing. We took the data from the website of NSE. We assumed the interest rate at 9%, annual Put options cost at 5% per annum, Future forwarding cost at 5% per annum and Advisory fees at 1.25% per annum.  The Strategy has delivered an 17.90% CAGR since 2002. with a maximum annual risk of 4%. The maximum annual return we gain is 72%. Rs. 1 Crore invested with Index Long Term Strategy in 2002 became Rs. 31.72 Crore in 2023.

Benefits

  • Total transparency
  • Trades in your own account
  • You have control over your portfolio
  • It’s an Investment, not a trading
  • Power of compounding returns
  • Profit from market fluctuations
  • Saving of Interest on capital
  • SIP & SWP plans are available
90-day-business-goals

Plan Comparison

Meet The Advisors

Govind-Jhawar

CA Govind Jhawar

Founder, CEO

Stock Market earnings are not at all a “Luck Game”. It is a pure “Smart Work”. Deep research, good discipline & using best technologies are the main ingredients of this Smart Work. We have 0% control on earning profits, but we have 100% confidence that if we follow the above rules then Profit will atomically come – sooner or later.
Udipth-Talera

CA Udipth Talera

Founder, MD

Investing is all about confidence. If you are confident you survive the troughs and fly out winning handsome profit. Its confidence only that makes you “greedy when everyone else is fearful and makes you fearful when everyone else is greedy”. And confidence is the outcome of RAT -> deep Research + disciplined Action + advanced Technology.

For Whom?

Investor

People who invest in mutual funds, debt funds, direct equities and properties

Traders

To park your profit in a secured long term investment strategy

Financial Planner

To provide a secured investment plan with good growth to their clients

Chartered Accountant

To give financial planning services to their valuable clients

Businessman

To generate passive income by investing in a secured strategy

Salaried People

To plan your retirement and higher education for your kids.

Index Long Term Strategy

Our Webinar

Hindi
English

Why Finideas?

Frequently Asked Questions

You can start investing with the following two options :

A. Rs. 5.5 Lakhs = Lot Size * Nifty Price

B. Rs.1.7 Lakhs, If you invest in Debt somewhere else.

Equity Investment portion will have Long Term Capital Gain and Derivatives income will be taxed as Business Income.

Yes, You can use your current holding of Equities and Mutual Funds in this strategy using power booster plan

Fee structure for six months are as follows:

            Portfolio Size                           AMC %

            Below Rs.1 Crore                    0.75%

            1 Crore to 5 Crores                 0.625%

            5 Crores and above                 0.50%

*GST Extra

Yes, the customer can design his strategy with SWP Option.

Cash flow in Relax Plan

  • Invest 100% now
  • Pay AMC every six month

Cash flow in Basic Plan

  • Invest 30% now
  • Invest Hedging & Financing cost every year
  • Pay AMC every six month

Cash flow in Power Booster Plan

  • Invest 10% now
  • Pledge 30% Stock / MF portfolio as collateral
  • Invest Hedging & Financing cost every year 
  • Pay AMC every six month

Cash flow in Comfort Plan

  • Invest 50% now
  • Invest Hedging & Financing cost after 3 years
  • Pay AMC every six month

Comfort plan requires a 50% fund investment in your trading account to avoid the need for SIP for three years.

 

You can either trade by yourself or let us handle the execution for you at no extra cost.

Hedging is done annually, while futures timing varies based on opportunities and financing costs.

Yes, you have to invest money in fixed lots. Current lot size of Nifty Index is 25. So the value of one lot comes near Rs.5 to 6 Lakhs.

 

No, Looking at the volatility of market, cost of Put Options are very reasonable.

No, If cost of financing is lower compare to returns on Investment, then it is good to have financing in Investment as it will increase your return on Equity.

This strategy is having 4 simple steps.

  1. Trades in Index Equity and Futures
  2. Use of Put Options to protect downside unlimited Risk
  3. Use of Futures to take advantage of the low cost of Financing
  4. Put the rest of the money in debt.

So Equity + Futures + Puts +Debt = Index Long Term Strategy

Futures & Opions are the only instruments that can provide limited / calculated risk

No, Finideas is a SEBI approved Investment advisor. We provide Advisory after having your risk profiling and KYC. We will recommend you what to trade from time to time as per your Investment profile.

We have a list of few members of exchange having an algorithmic platforms or another trading platform to execute this strategy but there is no compulsion to trade through any specific member.

Your stocks and positions will be kept in your trading account and DP account.

In Index Long Term Strategy

  • Under the perview of SEBI
  • Trades will be done in your account
  • No Lock in Period
  • You will get all the detail of your transactions
  • No Entry / Exit Load
  • Benefit of Leverage

Add one more question and put it after Power Booster question and also keep the flow like Relax then Basic then PB and Comfort

Individual,
HUF,
Partnership Firm,
Corporates,
Trust,
NRI – NRO etc.

Yes, NRI can invest in Index Long Term Strategy using NRO Account.

SIP covers annual protection costs and adjusts hedging based on index fluctuations. Monthly SIP is recommended, lump sum SIP is also allowed but not advised.

Yes, You can use your current holding of Nifty50 ETFs. We invest 30% in an ETF, so we can use the ones you hold. Notify us in advance about the quantity.

 

Yes, you can sell it. Proceeds become the margin in your trading account. Notify us before selling, no sale restrictions.

Collateral margin is required in two parts: 50% cash and 50% stock. If you don’t provide the cash margin, your broker will charge interest.

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