JHANKRISH theme based portfolio:
Our prime focus on portfolio is “liquidity”, [Cash is King]. Our main motto is capital preservation with gaining consistency base top up return year on year to generate passive income as well as creating wealth in longer run. We recommend following model.
- Min. portfolio size: 3 cr ( After Haircut )
- Portfolio need not be in liquid cash, will accept all NSE approved securities (like stocks, mutual funds, debt funds, nifty Bees etc.)
- 40% - Bharat bond, debt Funds, Liquid Bees/funds, arbitrage funds
- 10% - SGB
- 15% - Cash
- 35% - liquid bees
Equity component: Index funds (nifty 50, nifty next 50):
- (I) Quarterly sip: 25% to 30% profit from every quater re-invest in index funds & then pledged.
- (ii) Opportunistic exposure: Whenever nifty trade below its 200dma,
- - Each month 5-7% liquid bees liquidate & invest in index fund.
- - Rest of periods, we enjoy capital appreciation & funds kept in liquid instruments.
“Algorithm as a Service” charges:
Upfront fee:
- none, we don’t charge any upfront free.
Set-up fee:
- none (waived off); currently there is no set up fee. However in the future, for new subscribers, it may be applied.
Maintenance fee/annual - maintenance fee:
- none (waved off); currently there is no maintenance fee. However in the future, for new subscribers, it may be applied.
Lock in period:
- none, there is no lock-in-period. You may opt out as required. Although we request you to inform us at least 3 trading days in advance so that open trades can be closed. [Freedom of Entry & Exit]
Brokerage charges:
- One of the most suited for our algo and least possible brokerage rate to you.
Operational charges
- applicable (brokerage, API, algo charges etc...)
- will assist you for account opening & algo settings.
Subscription fee:
- Only pay, if there is profit
- To simplify, “profit” will be based on the broker’s profit & loss statement for the derivative (irrespective of whether it includes all charges or not).
- If there is a loss in any quarter, losses will be carried forward.
- Calendar quarter end will be settled.
Do contact us, and we will share details to fill in your information, we will assess it from our end and revert back to you with all details.
