Introduction
- Invest in Nifty50 Index
- Low-cost Leverage through Futures
- Hedging with Options
- Wealth grows with market growth
- Secured against market falls.
3 Advantages of Protection
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
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 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.
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.
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