Equity SIP

What is Equity SIP (EQ SIP)…?

Why to invest in EQ SIP…?

Benefits For EQ SIP

Charges For EQ SIP

Terms and condition for EQ SIP

Fund Manager of your Investment

Process for EQ SIP

Equity SIP (EQ SIP) is tool to invest in stocks/ETF systematicallyat fixed interval.

EQ SIP: Specific Date, Amount, Frequency, and number ofintervals.

You can create an EQ SIP with JeTrade one time by choosingthe stocks, specifying the start date, frequency and period ofSIP investment.

All Resident Indian can invest through EQ SIP.

Common question from customer are…1. How to judge the market?

2. At what time I should take the entry in to market?

3. Impact of global market on my portfolio?

4. I don’t have time for research?

5. How can I trust an unknown person for managing myportfolio?

6. How can invest in to market without taking much risk?

7. I am aware about the fact that invest regular in marketwould be good options for rupee cost value but how can Iget the benefit from it?

One Solution to all the questions…

JeTrade Equity SIP Which offers…

Systematic and organized means of investing in equities.

EQ SIP aids to accumulate stocks of your preference in yourportfolio on a orderly basis.

Invest in well fundamental stocks as we offer all Nifty 50stocks.

Become fund manager to your portfolio and take your owndecisions for your financial growth.

Lump sum investment

Systematic Investment

MonthAmount

Invested(A) price of shareNo of share

received Profit per lot

Amount invested(A) 50000 1 10000 10 1000 3000

Price per share 10 2 10000 9 1111 4444

No. of share received 5000 3 10000 7 1429 8571

4 10000 11 909 1818

5 10000 13 769 0

Total 50000 5218After 5 months

Share price(B) 13 Share Price(B) 13

Value of share(Nob of share received * share price per share) 65000

Value of share(Nob of share received * share price per share) 67834

Profit (A-B) 15000/- Profit (A-B) 17834/-

If you have just brought 10 shares every month ….

Symbol Date Average PriceJust Buy 10 Share

every monthTotal Amount

Invested Profit %

HINDALCO 04-Jan-10 162.49 10 1624.9

31.78% In Just 1 year

HINDALCO 01-Feb-10 147.05 10 1470.5

HINDALCO 02-Mar-10 166.68 10 1666.8

HINDALCO 01-Apr-10 182.82 10 1828.2

HINDALCO 03-May-10 173.38 10 1733.8

HINDALCO 01-Jun-10 146.01 10 1460.1

HINDALCO 01-Jul-10 142.4 10 1424

HINDALCO 02-Aug-10 163.57 10 1635.7

HINDALCO 01-Sep-10 170.99 10 1709.9

HINDALCO 01-Oct-10 202.02 10 2020.2

HINDALCO 01-Nov-10 214.07 10 2140.7

HINDALCO 01-Dec-10 213.76 10 2137.6

Total Average 173.77 120 20852.4

Profit As on 01/02/11@229 27480

Particular EQ SIP MF SIP

Meaning Stock SIP will help you in buying stocks systematically. And that stock as assets will be deposited in your DP A/C

It means , every month, you commit to investing, say, Rs X in your fund you will get number of units.

Returns(Normal Market

condition)

16-18% 10-12%

Fund Manager Through stock SIP you can have the discipline of an SIP and be your own fund manager at the same time. Also you can save on the fund management fees

Mutual fund SIP one is investing in schemes which are managed by Fund Managers.

Particular EQ SIP MF SIP

Choice of Investment Customer has choice to invest in to there liking sector and stock.

Customer don’t have any control over the investment .

Control on Investment Customer has choice to stop the SIP if he feel this sector or company is out of form

Customer don’t have control on there investment.

Dividends and Bonus Will directly credited to investor account.

Depends on fund manager to declare dividend and bonus.

Minimum SIP Investment Amount is 1000/- and customer canincrease the same in multiples of Rs. 500/- only

Customer will also have to define Maximum Investment Amount(Upper limit amount) so that at the end every month SIP willtrigger within Upper limit amount

Upper limit amount for EQSIP is defined as Maximum InvestmentAmount p.m. If the amount increases the Upper limit then EQSIPwill not be executed and customer will have to re-initiate theEQSIP new request process.

Minimum & Maximum Investment Amount selection should bein multiple of Rs.500 only.

Monthly debit amount for EQSIP would be the closing price oflast working day of previous month plus 25% Volatility Margin.

*Note: Terms and Conditions apply

SIP will be triggered(debit from customer bank account) on10th of every month while trade execution will be on 12th ofevery month between 09:30am to 10:00 am on best effortsbasis. In case of Holiday, the next working day will beconsidered.

Order will be executed at market price to the extent of equitySIP monthly installment.

Trade execution is subject to availability of funds in youraccount.

Rs 15/- will be debited as process charges on every SIPinstallment. (Brokerage & other statutory charges asmentioned in brokerage scheme will be as applicable)

Extra charge of Rs. 100 will be applicable/debited on bounceof EQSIP cheque or ECS due to any reason.

*Note: Terms and Conditions apply

Amount remaining after deduction of contract charges from SIPamount will be kept in your ledger account.

Request for any process involved in EQ SIP will take at least 30working days of time.

Past performance may or may not be sustained in the future.

*Note: Terms and Conditions apply

This is useful for busy professionals who are keen to have controlon their investments directly but do not have enough time to doso.

This is different from Mutual Fund SIP. In mutual fund SIP, one isinvesting in schemes which are managed by Fund Managers. Youown the units of the schemes but do not directly have thosestocks which the scheme is investing in your demat account.

Through stock SIP you can have the discipline of an SIP and beyour own fund manager at the same time. Also you can save onthe fund management fees.

Step-1 :Choose your own amount for investment for frequency/ Choosethe stock/s for your SIP

Step-2 :Choose the start date, frequency and period for SIP (Minimumtenure period of EQ SIP for in month is 6. Application for EQ SIPbelow tenure of 6 months will not be accepted.)

Step-3 :Every month on the specified date, a buy order will get pushedfor execution to the exchange that can be view from DP holdingalso.

Thank You…

For further queries please write us at Product@jetrade.in

“JeTrade is the small beginning in the way of great achievements”