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.
Portfolio of top 50 companies
Never become zero
Growing asset
Self Managed Portfolio
Weak goes out & Strong comes in
Low cost
Benefits of Leverage
Profit Booster
Protection against market fall
Low cost insurance
Cash Flow Management
*Above cost may change from time to time.
*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%. ₹1 Crore invested with Index Long Term Strategy in 2002 became ₹31.72 Crore in 2023.
Founder, CEO
Founder, MD
People who invest in mutual funds, debt funds, direct equities and properties
To park your profit in a secured long term investment strategy
To provide a secured investment plan with good growth to their clients
To give financial planning services to their valuable clients
To generate passive income by investing in a secured strategy
To plan your retirement and higher education for your kids.
You can start investing with the following two options :
A. ₹18 Lakhs = Lot Size * Nifty Price
B. ₹6 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
Cash flow in Basic Plan
Cash flow in Power Booster Plan
Cash flow in Comfort Plan
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 75. So the value of one lot comes near ₹18 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.
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
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.
