2. Today’s client expectations..
What does
a client
want?
Desires 100% transparency
Seamless user experience across any platform – compared with best in market
Premium service irrespective of the transaction size
Wants the right set of information @ the right time
What does
MOSL
offer?
ACE Cash – A pre-packaged advisory product
3. What is ACE (Advise on Combination Equity)?
ACE is a focused robo powered portfolio based on
fundamentals aiming to invest in high growth oriented
companies to deliver superior returns
We have 2 products with ACE:
ACE Cash – Investment only in equity segment
ACE Derivatives – Investment in Futures & Options
4. ACE – Advice on Combination Equity
ACE Cash Automated, pre-packaged advice on direct investment into equity
ACE Cash Web
ACE Cash App
5. 5
Prepackaged algo based advisory product – we invest your money
directly in equity portfolio
Completely transparent – every trade is executed only after client’s
confirmation
Zero Lock in & partial withdrawal facility – no exit load and client
can withdraw money in parts if needed anytime
Lower ticket size - helps you to take baby steps into equity investing
Real time tracking – track your ACE portfolio 24x7 from web and app
ACE – Advice on Combination Equity
6. Stock Selection Process
Criteria for Portfolio Creation (Stock Entry)
1. Only stocks with market cap >INR 1000 cr selected
2. Algo determines a Fair Price to every stock and only stocks with 30% gap from CMP and Fair Price are picked
up. Fair price determined on following parameters:
• Gross Profit
• Net Profit
• Operating Profit
• Return on Capital Employed
• Absolute Sales
3. Not more than 20% invested in a single stock and not more than 20% in a sector
Criteria for Exit from a Stock -
1. Corporate governance issues in the company
2. Target/Exit level as per algo is reached
3. Stock does not have potential to grow (CMP is close to fair price)
NO COMPROMISE ON THE PROCESS; ensuring that the algo delivers a strong performance
7. ACE – a complete product for equity investing..
Investors looking for professionally managed funds
WHO IS IT FOR?? Investors having moderate to high risk appetite
Investors with an investment horizon of 1.5 to 3 yrs
Customer
Benefit
100% transparency with 24*7 tracking
Low investment amount
No Human intervention or emotional bias in stock selection
Easy liquidity – anytime entry & exit without any load
Benefit over MF
Personalized portfolios hence no impact of bulk withdrawals or infusion of funds
Benefit of Corporate actions – Dividends, Split, Bonus etc
All transactions are transparent and are well intimated in advance before they are executed
Algorithmic portfolio management eliminates risk of leaving portfolios in the lurch
9. ACE Derivative
ACE Derivative
A unique robo powered derivative portfolio designed to allow a mix of safety and
liquidity. It is a well hedged product that only invests in the top Nifty companies.
THE IDEAL DERIVATIVE PORTFOLIO
Focused
investing
• Positions are taken in contracts across 5 stocks from Nifty basket
Hedged
portfolios:
• Use of options to hedge your risk optimally. Only buying of future contracts, no short
selling
Thorough
research:
• Investment decisions are based on fundamental approaches
Real time
tracking:
• Track your ACE portfolio, on the go through MO Investor Web and Mobile App
Flexible
investing:
• Option to invest via cash and stocks
11. Stock Selection Process
Criteria for Portfolio Creation (Stock Entry)
1. Top 5 stocks from Nifty Basket selected. Only Long positions
2. Nifty puts bought to hedge the positions
3. Further call writing done on the underlying already bought
4. Moves on to next stock, if one could not be bought
Portfolio Allocation
1. Maximum 5 stocks in a portfolio
2. 3 lakhs set aside for MTM
3. Positions leveraged 5-6 times
Criteria for Exit from a Stock -
1. Corporate governance issues in the company
2. Target/Exit level as per algo is reached
3. Stock does not have potential to grow (CMP is close to fair price)
NO COMPROMISE ON THE PROCESS; ensuring that the algo delivers a strong performance
12. Charges, Commercials & Other terms
Activity Steps ACE – Cash
Advisory Fees
Rs.20,000 + 18%
GST
Minimum
Investment
Rs.5,00,000/-
TOP up amount
Multiples of
Rs.2,00,000/-
Brokerage Delivery - 0.5%
Withdrawal
Full or Partial (Upto
40% of portfolio
value)
• The subscription fees
would be renewed every
year and would be
automatically debited
from ledger post
completion of 1 (One)
year
• During result season,
there will be a no buy
period for 35 days.
During this period any
investment done by client
would be invested in
liquid bees until the result
period is over.
13. How to invest?
Step 1: Log on to MOSL account through MO Investor App or Investor Web
Step 2: Click on Invest Now and select ACE Cash/Derivatives
Step 3: Click Proceed
Step 4: Fill Risk Profiling questionnaire and click Next (If client has already subscribed for
ACE cash, this step will be skipped)
Step 5: Your Risk Profile will be displayed. Click Proceed.
Step 6: Click Agree on Terms & Conditions page
Step 7: Click on Subscribe. Rs 20000/- + GST (18%) will be deducted. Transfer funds if
there is no ledger balance
Step 8: Enter desired amount (min 5 lakhs) and Click on Invest to generate portfolio.
Transfer funds if there is no ledger balance
Step 9: Your portfolio will be generated in 30 minutes. You will get a notification for
confirmation. Once you confirm investment will be done.
14. 6 easy ways to confirm your orders
1. Notification on MO Investor App – Just click on Execute button
2. Login to MO Investor Web – Just click on Execute on order confirmation
window
3. Email on registered email address – Just click on the link given in email
address
4. SMS on registered mobile number – Just click on the link in the SMS
5. Auto Call on your registered mobile number (Incoming number +91 22
38025628) – Just press 1 on your keypad
6. Confirm your orders through your Dealer/Advisor – Provide OTP to your
dealer/advisor
15. Client Testimonials
“I am happy with the ACE portfolio and
performance. This being a long term portfolio I
plan to put additional funds in future”–
Laxmiben Solanki, Gujarat
I am happy with the way the product is
designed and I have not seen such a systematic
product with competitors and service is
excellent – Manoj Agrawal, UP
“Performance of the portfolio is good and will
hold on with it for minimum 3 years. I will
recommend this to my friends and colleagues –
Shirish Tambe, Maharashtra
The performance of my portfolio is good and I am
looking forward for more in the coming years. I am
planning to top-up my investments in next few
months – Sudheer Menon, Kerala
