Summary of Types of investment plans in Finideas Index Long Term Strategy
The video discusses three types of investment plans in the Finideas Index Long Term Strategy:
Investment Plans:
-
Relax Plan:
- Invest one crore rupees by bifurcating it into 30 lakhs in equity and 70 lakhs in debt.
- Buy index ETF of 30 lakhs and index futures of 70 lakhs.
- Protect the portfolio by paying a 5% premium.
- Pay a financing cost of around 4-5% for the futures.
- Earn interest income on the debt portion.
- Net cost is only 3.5 lakhs.
-
Basic Plan:
- Similar to the Relax Plan but suggests using the remaining 70 lakhs in a smarter way, based on individual opportunities for higher returns or loan repayments.
-
Power Booster Plan:
- Use existing equity or mutual fund portfolio as collateral to buy futures.
- Pay a 5% premium for protection and a 5% financing cost on the full portfolio.
- Net cost is 1.9% due to leveraging existing assets.
- Generate returns on the full portfolio with limited risk.
Presenters
- Not mentioned
Notable Quotes
— 03:55 — « We have named this plan as relax plan because after understanding this plan we feel relaxed. »
— 05:25 — « The theme of the basic plan is to invest the rest 70 percent fund somewhere else. »
— 07:31 — « In the next three plans you understood that relax plan, basic plan, and power booster plan, all the plans are generating return on the full portfolio. »
Category
Business and Finance