Chapter 1: Introduction
- Invest in Nifty50 Index
- Low-cost Leverage through Futures
- Hedging with Options
- Wealth grows with market growth
- Secured against market falls.
INDEX LONG TERM STRATEGY
Chapter 2: Why Index?
- Average of top 50 companies.
- Never become zero
- Growth in a long term
Chapter 3: Equity + Safety = Prosperity
- Hedging through Options.
- Options provide protection
- Calculated risk downside
- Unlimited profit upside
Chapter 4: Relax Plan
- Limited Risk
- Safety with Growth
- No Leverage
Chapter 5: Marathon Plan & Comparison
- High Growth
- 2X leverage
- Medium Risk Profile
- Downside Protection
DO YOU HAVE QUERIES?
Chapter 6: Features and Product Positioning
- High Growth
- 2X leverage
- Medium Risk Profile
- Downside Protection
Chapter 7: Minimum Investment
- Relax Plan: Rs.20 Lakhs
- Marathon Plan: Rs.10 Lakhs
Chapter 8: Fees & Commercials
- Investment in your own account
- Competitive advisory charges
- Pay on a Semi-Annual basis
DO YOU WANT TO KNOW MORE?
FREQUENTLY ASKED QUESTIONS
Have more questions? Visit our Knowledge Base
- Relax Plan: Rs. 20 Lakhs
- Marathon Plan: Rs. 10 Lakhs
Equity Investment portion will have Long Term Capital Gain and Derivatives income will be taxed as Business Income.
Yes, the customer can design his strategy with SWP Option with Relax Plan.
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.
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 ₹20 Lakhs.
This strategy is having 4 simple steps.
- Trades in Index Equity and Futures
- Use of Put Options to protect downside unlimited Risk
- Use of Futures to take advantage of the low cost of Financing
- Put the rest of the money in debt.
So Equity + Futures + Puts +Debt = Index Long Term Strategy
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.
Futures & Opions are the only instruments that can provide limited / calculated risk
Your stocks and positions will be kept in your trading account and DP account.
In Index Long Term Strategy
- Under the review 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.
