The Marathon Plan in the Index Long-Term Strategy is designed for investors who meet the following criteria:

1. Investors Seeking Higher Returns with Moderate Risk

• Individuals who are comfortable taking moderate and calculated risks in pursuit of higher returns.
• Investors who prefer a fully invested approach, leveraging their capital efficiently through NiftyBees and Futures.
• Those who understand the benefits of market-linked returns and are willing to accept periodic market fluctuations.

2. Investors Who Prefer No Regular Monthly SIP

• Ideal for investors who do not want the commitment of a monthly SIP but prefer a one-time investment strategy.
• Individuals who prefer a self-funded approach, where annual costs are managed through the investment itself rather than additional capital inflows.

3. Risk-Aware and Market-Savvy Investors

• Investors who are aware of the cost structure and risk exposure in a leveraged strategy.
• Those who are comfortable with hedging costs and futures’ forwarding costs, ensuring they have adequate capital to manage expenses.
• Individuals who can handle market volatility and adjust their risk exposure as needed.

4. Experienced and Diversified Investors

• Those with a diverse investment portfolio, including equities, derivatives, or other financial instruments.
• Investors who are experienced in navigating financial markets and can make informed decisions on risk management and capital allocation.

5. Long-Term Strategic Planners

• Investors with a long-term growth mindset, seeking steady wealth creation over an extended period.
• Those who understand market cycles and leverage strategies, allowing them to make calculated moves for sustainable returns.

Why Choose the Marathon Plan?

The Marathon Plan is ideal for seasoned investors looking for a high-exposure, long-term investment strategy without the need for regular SIPs. It is best suited for those who prefer a disciplined yet flexible approach, leveraging their capital efficiently for sustained financial growth.