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Investment plan ilts

The Index Long Term Strategy is a unique way of investment in the Index for the long term. Here, we can do a secured investment in the Nifty Index with the benefits of Hedging & Leverage. That means we will earn the full bullish trend of Nifty & will secure our wealth in a bearish trend.

Minimum Exposure

First of all, let’s understand what will be your minimum exposure in Index Long Term Strategy. Minimum exposure in Index Long Term Strategy is the value of 1 lot of Nifty50.  For example, if Nifty is trading at Rs. 10000 and lot size is 75 when you take entry then your exposure will be 10000 x 75 = 7,50,000/- This is the minimum exposure. You can take more exposure to multiple of it.

Investment Plans

Now let’s understand the various investment plans for Index Long Term Strategy.

Relax Plan – In Relax Plan, your initial investment will be 100% of the exposure value. i.e. Rs. 7,50,000/- in above example.

Basic Plan – In Basic Plan, You need to invest 30% of exposure value initially and the rest investment will be done through 1% monthly SIP of exposure value. As per the above example, Initial investment will be 2.25 Lacs and rest investment through SIP of 7500 per month.

Power Booster Plan: You can also pledge your existing portfolio to start the investment in Index Long Term Strategy. Here, you need to pledge a portfolio of 30% of the exposure value. You also need to invest 10% of exposure value Initially the rest 90% investment will be done through monthly SIP of 1% of exposure value. Let’s say in the above example, you need to pledge stock worth Rs. 2.25 Lacs and also need to invest Rs. 75000 initial investment and the SIP of Rs. 7500 per month.

Our Charges
We are charging 1.5% of exposure value + GST. In the above example, our AMC will be 11250 + 18% GST = 13275/-

Thank You!
This article is for education purpose only. Kindly consult with your financial advisor before doing any kind of investment.

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