Nifty Beater
By SEBI Registered Investment Advisory MoneyDhan
Hedge Fund (Structure Products)
Why Nifty Beater?
OUT-PERFORMANCE ; AGGRESSIVE 2X RETURN. SAFETY ; DOWN TILL –15%, GET DRAWDOWN PROTECTION
CAPITAL PROTECTION STRATEGY
Nifty Beater uses Protective Put Buy to cap your maximum loss, in case Nifty Index falls down
MONTHLY INCOME STRATEGY
Nifty Beater enables us to give you cash flow options writing strategy. Credit writing call strategy earns hefty during,
i. Sideways market
ii. In a falling market.
COMMON SENSE LEVERAGE
If nifty makes 30% rally in a year, Leverage gives you 50% returns. Beat Nifty on the upside
NIFTY BEATER AS THE NAME SUGGESTS BEATS, NIFTY INDEX !
NIFTY BEATER AS THE NAME SUGGESTS BEATS, NIFTY INDEX !
- There is a capital protection component here. Give maximum loss of approx 5% even if Nifty crashes by 100%.
- There is a Leverage Component in upside move. Enables nifty to give 2x returns in comparison to Nifty Index up-move.
SAFETY
If Nifty Index crashes by 100%, Your capital loss will not exceed —5%.
AGGRESSIVE
Exposed to 9 lakh worth Nifty ETF, Using 5 lakh capital.
Nifty ETF Performance
0%
-5%
-10%
-16%
-100%
Our Product Performance
-5%
-5%
-5%
-5%
-5%
UPSIDE OUT PERFORMANCE
Aggressive 2x return. Unlimited profit on upside.
Nifty ETF Performance
3%
6%
9%
14%
20%
Our Product Performance
1%
6%
11%
21%
31%
PAY-OFF ALREADY KNOWN
Initial nifty value is
the Nifty Price
when the Strategy
is set up
Assumed Final Value is Nifty close as on 28th Dec 2023
Maximum profit is unlimited. While maximum loss is approximately 5%.
USE CASES FOR
THE PRODUCT
PROFIT LOCKED
Dual benefit of
(1) Protection on downside, as well as,
(ii) Gain on upside.
The perfect product, When you believe market can fall anytime. Lock your gains, without giving up on the potential upside rally.
PRE-DETERMINED OUTCOME
Get Nifty ETF with
Downside Protection. This is Protective Investment Strategy.
Beats Your Existing Nifty ETF and Large Cap Mutual Funds. Protect your Large Cap Mutual fund gains when market is at all time high.
FEARLESS INVESTING
Scared to enter Share market?
Downside Protection. This is Protective Investment Strategy.
Downside loss is capped and already informed. You can sleep well.
TRUSTABLE
You have complete ownership and control of your money
Capital Control
Your capital is held in a trading and demat account with a third party broker, the control to which only you have.
Risk Management
We purchase Long dated Protective Put Insurance against Nifty fall. The loss from nifty price fall is covered by this protective PUT option
Liquidity
Your investment with MoneyDhan do not have a lock-in. You can choose to redeem your funds anytime.
Dedicated Investment Manager
dedicated investment manager who serves as your financial advisor for your investment. Complete hand holdings.
Breakdown, How This Product Works?
Nifty ETF worth 9 Lakh using 5 Lakh
Nifty Will Never go to Zero. Sensible Leverage
Nifty is a basket of 50 best stocks in India. In another words, assume a 9 lakh worth house bought with 5 lakh down payment.
To counter drawdown loss, protective Buy is done –>
Protective Put Buying
Put Option acts like an insurance to cover losses, when Nifty crashes
An protective strategy when market crashes. In another words, assume buying a house and taking insurance on it. Detailed Explanation by Investopedia.
Monthly Income
Popular Hedge strategy used to earn option writing profit.
Hedge strategy gives quick and repetitive incomes. Safe from Blackswan event, due to hedging.
This income helps us in recovering other costs such as Premium paid to buy protective Insurance.
Very well explained by Zerodha Varsity
Ongoing Performance
Things You Need to Know
Here are some more details
Strategies made using Futures and Options are sophisticated.
Here’s what you need to know more
Frequently Asked Questions
5 lakhs
The risk starts once nifty crashes beyond 18%.
When nifty Falls till 12000 (At present 18300 at the time of writing this), Fall is 35% for your NiftyBees/ETF.
The Nifty beater loss will be 30% (loosing less is also beating)
Yes. You can exit at any time. You are in full control of your demat account.
Be informed that, the outcome depends on exit price, provided to us by Exchange via your stock broker. The intended result comes if position
Quarterly profit payout image
Yes. You are in full control of your demat account.
Yes. IF you fear a fall in nifty price is possible. You can use NIFTY beater which will give you nifty exposure worth 9 lakh, with downside protection.
Lockin means, if there any minimum commitment of time required before you can ask the capital back. Many Mutual funds charge ” Exit load at 1%” to discourage you from withdrawing money within 1 year.
We at moneydhan, An SEBI registered Investment advisory do not have any Lock-In nor exit load whatsoever. No strings attached. You can enter or exit at anytime.
But the desired result comes if you hold till contract expiry at NSE. ( December 2023)
As a Sebi Registered Investment Advisor, we can only provide you with guidance about execution via email.
You get the trade executed, by following our instructions, with your broker.
You own the Demat account, opened with your Stock broker using Your pan, adhaar etc.
An Demat is an electronic vault where you hold all your electronic assets. Its 100% safe and under your legal custody.
Yes. Using NRO account
No
Yes. We proudly say that we are associated with SEBI. We are among the 1334 RIA at present in India.
Our registration number is Registration No. INA200016193 (Type of Registration- Non-Individual, Validity of Registration- Perpetual). You will be able to verify from SEBI portal.
We do onboarding. Only after you fill the risk profile and we understand your risk apetite then only we proceed with portfolio planning and proceed with investment advice.
5000rs/- Plus GST per 5 lakh capital deployed by you.
If you are exiting the Mutual Fund and buying bond, it is a personal choice. Buying bond will get you average 7% returns per year for sure. Nifty Beater will not give any return if market falls. Buying bond seems like a good option.
Liquidity is the major factor. We can enter and exit in Nifty related products easily, in comparison to individual stocks whre we might not get other side party for execution.
No. This performance does not include the tax calculation.
Every individual has there own post profit tax. We can provide you CA guidance to find your Tax implication, if requested.
Derivatives income will be taxed as Business Income.
Thus the tax is paid after your expenses incurred.
Side note:You can use the fee paid to us as expense as well.
Individual,
Non Individuals like Partnership Firm,Corporates,
Hindu Undivided Family (HUF),
Trust,
NRI – NRO