sip product

1. Equity SIP

2. 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

3. EquitySIP(EQSIP)istooltoinvestinstocks/ETFsystematicallyatfixedinterval.
EQSIP:SpecificDate,Amount,Frequency,andnumberofintervals.
YoucancreateanEQSIPwithJeTradeonetimebychoosingthestocks,specifyingthestartdate,frequencyandperiodofSIPinvestment.
AllResidentIndiancaninvestthroughEQSIP.

4. Commonquestionfromcustomerare…
1.Howtojudgethemarket?
2.AtwhattimeIshouldtaketheentryintomarket?
3.Impactofglobalmarketonmyportfolio?
4.Idon’thavetimeforresearch?
5.HowcanItrustanunknownpersonformanagingmyportfolio?
6.Howcaninvestintomarketwithouttakingmuchrisk?
7.IamawareaboutthefactthatinvestregularinmarketwouldbegoodoptionsforrupeecostvaluebuthowcanIgetthebenefitfromit?

5. OneSolutiontoallthequestions…
JeTradeEquitySIPWhichoffers…
Systematicandorganizedmeansofinvestinginequities.
EQSIPaidstoaccumulatestocksofyourpreferenceinyourportfolioonaorderlybasis.
InvestinwellfundamentalstocksasweofferallNifty50stocks.
Becomefundmanagertoyourportfolioandtakeyourowndecisionsforyourfinancialgrowth.

6. Lump sum investment
Systematic Investment
Month
Amount Invested(A)
price of share
No 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
5218
After 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/-

7. If you have just brought 10 shares every month ….
Symbol
Date
Average Price
Just Buy 10 Share every month
Total 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

8. Particular
EQ SIP
MF SIP
Meaning
Stock SIP will help you in buying stocks systematically. Andthat stock as assets will be deposited in yourDP A/C
Itmeans , 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.

9. Particular
EQ SIP
MF SIP
Choiceof Investment
Customer has choiceto 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 feelthis 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 dividendand bonus.

10. MinimumSIPInvestmentAmountis1000/-andcustomercanincreasethesameinmultiplesofRs.500/-only
CustomerwillalsohavetodefineMaximumInvestmentAmount(Upperlimitamount)sothatattheendeverymonthSIPwilltriggerwithinUpperlimitamount
UpperlimitamountforEQSIPisdefinedasMaximumInvestmentAmountp.m.IftheamountincreasestheUpperlimitthenEQSIPwillnotbeexecutedandcustomerwillhavetore-initiatetheEQSIPnewrequestprocess.
Minimum&MaximumInvestmentAmountselectionshouldbeinmultipleofRs.500only.
MonthlydebitamountforEQSIPwouldbetheclosingpriceoflastworkingdayofpreviousmonthplus25%VolatilityMargin. *Note: Terms and Conditions apply

11. SIPwillbetriggered(debitfromcustomerbankaccount)on10thofeverymonthwhiletradeexecutionwillbeon12thofeverymonthbetween09:30amto10:00amonbesteffortsbasis.IncaseofHoliday,thenextworkingdaywillbeconsidered.
OrderwillbeexecutedatmarketpricetotheextentofequitySIPmonthlyinstallment.
Tradeexecutionissubjecttoavailabilityoffundsinyouraccount.
Rs15/-willbedebitedasprocesschargesoneverySIPinstallment.(Brokerage&otherstatutorychargesasmentionedinbrokerageschemewillbeasapplicable)
ExtrachargeofRs.100willbeapplicable/debitedonbounceofEQSIPchequeorECSduetoanyreason. *Note: Terms and Conditions apply

12. AmountremainingafterdeductionofcontractchargesfromSIPamountwillbekeptinyourledgeraccount.
RequestforanyprocessinvolvedinEQSIPwilltakeatleast30workingdaysoftime.
Pastperformancemayormaynotbesustainedinthefuture. *Note: Terms and Conditions apply

13. Thisisusefulforbusyprofessionalswhoarekeentohavecontrolontheirinvestmentsdirectlybutdonothaveenoughtimetodoso.
ThisisdifferentfromMutualFundSIP.InmutualfundSIP,oneisinvestinginschemeswhicharemanagedbyFundManagers.Youowntheunitsoftheschemesbutdonotdirectlyhavethosestockswhichtheschemeisinvestinginyourdemataccount.
ThroughstockSIPyoucanhavethedisciplineofanSIPandbeyourownfundmanageratthesametime.Alsoyoucansaveonthefundmanagementfees.

14. Step-1: Chooseyourownamountforinvestmentforfrequency/Choosethestock/sforyourSIPStep-2: Choosethestartdate,frequencyandperiodforSIP(MinimumtenureperiodofEQSIPforinmonthis6.ApplicationforEQSIPbelowtenureof6monthswillnotbeaccepted.) Step-3: Everymonthonthespecifieddate,abuyorderwillgetpushedforexecutiontotheexchangethatcanbeviewfromDPholdingalso.

15. Thank You…
For further queries please write us at Product@jetrade.in“JeTrade is the small beginning in the way of great achievements”