This presentation gives you a lot of ideas on how to consistently outperform markets and earn a consistent and growing ROI (Return on Investment) on your investments.

1. Advisory
Products

2. Positional Calls
Stocks
Nifty/ Bank Nifty
Momentum Calls
Intraday
BTST / STBT
Investment Ideas
MOSt Value
Mid – Cap Research
E-Gold, E-Silver SIP - NSEL
Delivery Ideas
MOSt Velocity
Leveraged Delivery (Pyramid)
Hours
DaysWeeks
Months/Years
Disciplined Trading System
Participate in both sides of the Market | Follow Stop Loss | Intelligent system-based Trade signals
Advisory Products
OPT In
(Options’
Strategies)
Spreads /
Straddles /
Strangles

3. MOSt
Pyramid
The
Smarter
way
to
grow
your
business…

4. Presen'ng
a
MOSt
Pyramid
a
Strategy
to
build
strong
por4olio
along
with
the
op'on
to
book
short
term
profits
The
8ming
is
right
The
opportunity
exists
We
have
the
right
product

5. Por>olio
diversifica8on
in
4-­‐5
sectors
Value
averaging
by
buying
at
lower
levels
Regular
profit
booking
ensuring
reduced
acquisi8on
costs
Product
customizable
as
per
client
requirement
Strategic
entry
and
exit
@
-­‐5%
&
+6%
respec8vely
Investment
in
specific
blue
chip
stocks
Investment
in
4
tranches
with
3
churns
Stock
Change
–
Change
in
stock
valua'on
|
Change
in
research
view
Min.
2.5
lakhs
of
capital
investment
(mid-­‐long
term
investment)
MOSt
Pyramid–
Our
Approach

6. First
Entry
Level
Rs.100
Rs.95
(5%)
Rs.90
(5%)
Rs.85
(5%)
Rs.140
Rs.130
Rs.120
First
Entry
Level
Rs.
110
Book
Profit
at
Rs.90
Book
Profit
at
Rs.95
Book
Profit
at
Rs.100
Re-­‐enter
at
Rs.95
Re-­‐enter
at
Rs.90
Re-­‐enter
at
Rs.85
Book
Profit
at
Rs.136
Re-­‐enter
at
Rs.140
Re-­‐enter
at
Rs.130
Re-­‐enter
at
Rs.120
Book
Profit
at
Rs.126
Book
Profit
at
Rs.116
MOSt
Pyramid
–
How
it
works

7. MOSt
Pyramid
Performance Summary
Open Position

8. MOSt
Pyramid

9. MOSt
Velocity
Por>olio
Building
Approach…

10. MOSt
Velocity
•
A
structured
advisory
process
that
recommends
investments
in
stocks/ETFs
with
short-­‐medium
term
perspec've
to
extract
value
out
of
market
momentum.
•
Our
Solid
Research
and
Advice
will
steer
you
through
the
ups
and
downs
of
the
market.
•
Mul'
Cap
Investment
Strategy
that
depends
on
market
momentum
•
Recommended
Weight
ages:
2.5%
(min)
to
10%
(max)
in
a
par'cular
Stock
and
25%
(max)
in
a
Sector
•
Entry
and
exits
advice
in
Stocks/ETF's
would
be
determined
with
market
winds
•
Performance
to
be
benchmarked
with
BSE
200

11. Stock
Selec8on
&
Universe.
•
All
scrip's
under
MOSL
Research
coverage
and
all
ETFs
are
in
our
universe.
•
Scrip's
are
chosen
based
on
quarterly
updates,
management
meets
and
sector
developments.
•
Entry
and
Exit
levels
will
be
advised
based
on
fundamentals
as
well
as
technical
factors.
•
Model
Por4olio
would
be
communicate
every
day
in
MOSt
Market
Roundup.

12. MOSt
Velocity

13. MOSt
Velocity
–
Last
10
Exit
Trades

14. MID
Cap

15. Midcaps

16. • 10 recommendations maximum at a time
• Mid-month profit loss booking only
• Monthly rebalancing of portfolio
– Move from current month winners to losers
– No reinvestment in partly booked stocks
• Fully invested strategy
• Medium risk since only mid-cap
Midcaps

17. Midcaps

18. 18
Our Past Multibaggers

19. Long Short

20. Why
Long
/
Short
?
Concerns with existing Positional
Ø Oscillating markets not allowing movements for gains of 8-10%
Ø Due to low volatility, technical setup does not provide favorable
risk/reward
Ø Chances of 4-5% stop loss more likely in oscillation than 8-10%
movement for target
Ø Setup failures are more often within oscillation
Ø Holding period is longer due to lack of direction

21. Why
Long
/
Short
?
How can Long / Short help ?
Ø Can work in Oscillating / Directional market dynamics
Ø Portfolio approach rather than individual stop’s
Ø Short term pattern failures shall not create much impact on the overall
anticipated direction & portfolio
Ø Portfolio can be self adjusting & realistic approach with inter-correlations within
portfolio components
Ø Holding period for favorable scrip’s can turn longer and un-favorable ones can be
exited as setup suggests
Ø Will address the concern of open calls and trades will be open mostly at all times
Ø Better expected revenues due to continuous open calls and addition/deletion of
stocks

22. Ra8onale
ü Stock picking with multi-Level filter for better quality
Market Outlook
Sector Rotation Model
Stock Rotation Model
Individual
Chart Analysis
Portfolio
Fit

23. Key Pointers
Ø Exit to be based on pattern failures / model stop
losses
Ø Adherence to money management in context of
portfolio
Ø Portfolio Standard Deviation to be tracked for risk
Ø Absolute Profit approach

24. Product Guidelines
Ø Positions at any given time could be a mix of long/short positions
or completely long/short depending on market conditions
Ø 2 lots to be executed for every given trade
Ø Index / Single stock options can be used for hedging
Ø Trades can be initiated/exited in one/two lots at a time,
depending on market
Ø Margin requirement : Rs 10 lacs

25. Long
Short
-­‐
Performance

26. Op8ons
Strategies
Trading
Rules
.
Prefer
ATMs
or
at
the
most
one
stop
OTM
while
trading
Direc'onal
op'ons.
.
Trade
op'ons
like
a
security
with
Target
and
Stop
Loss
as
exit
points
instead
of
Expiry
as
exit
point.
.Be
loud
about
the
perishable
nature
of
Op8ons
compel
on
doing
8me
stop.
Hedging
Rules
.
Hedging
is
beaer
than
keeping
a
stop
loss
for
short
term
trades.
Benefit
:
A.
Even
if
the
stock
hits
your
stop
loss
and
then
achieves
your
target,
you
can
s'll
take
advantage.
B.
No
uncertainty
of
large
nega've
moves.
.
Important
to
note
:
Place
your
hedge
at
the
'me
of
entering
the
trade.

27. Ø Op'on
strategies
involve
buying
or
selling
of
one
or
more
op'ons
of
may
be
different
strikes/types
(Call/Put).
Ø Different
combina'ons
helps
in
trading
Bullish/Bearish/Vola'le/Range
bound
view.
Ø Our
Strategies
are
designed
with
a
view
of
3-­‐5
sessions
and
with
around
2%
Stop
Loss
and
4-­‐5%
Target.

29. Currency Roll Maximiser

30. India – Growth Story
Ø Macroeconomic fundamentals start to improve
Ø Non-Oil trade deficit lower. Gold demand should fade as
investors shy away from falling asset
Ø Global commodity price correction provides some elbow room for
RBI to cut rates and spur growth
Ø INR outlook improves on commodity correction
Ø Govt. initiatives to kick start the investment cycle and excess
liquidity floating in global markets to keep the funds inflow steady
from overseas investors

31. Long term play with interest-rate
arbitrage
Ø Though short term appears to be uncertain for the Rupee, the long
term prospects look pretty solid
Ø We see that the worst is behind us and believe it is just a matter of
time before the growth in Indian economy revives
Ø Over and above the long term positives, the Rupee has the
advantage of interest rate arbitrage
Ø As the interest rate cycle peaks out, and the inflation cools the
currency can pick up gradually

32. What is an interest rate arbitrage?
Borrow $1000 @
Dollar interest
rate of 0.25%
Sell $ and buy
Rupees
(55,000)
Invest Rupees in
Indian interest
@ 6-7%
On Maturity
Convert back in
to $ and pay off
This arbitrage would work well, till the depreciation of the borrowed currency (US$)
doesn’t appreciate more that the interest generated by the borrower’s currency ()

33. How it Works
• Being Long Rupee and Short Dollar gives the advantage of rollover
premium to be received
• As we expect the Rupee to appreciate towards 50 over the next two
years, the appreciation adds to profits
• Low margins improve returns
• Invest 10% and earn interest (premium) on 100%

34. Illustration
Disclaimer: All the returns are indicative in nature and subject to market conditions, trading in any of the instruments mentioned is purely at your
discretion and involves risk. Above figures are purely for illustrative purpose only # Assumed entry point of 55.00, and roll over premium of 25paisa

35. Returns in various scenarios

36. Product Specs

37. Open a currency account
– For existing equity customer
• No new KYC
• Consent form
• No franking, No expenses
– For new customer, normal KYC
• Collect full margin
– Flexibility to collect 2,500 (post haircut) worth of stocks as collateral
– 7500 as cash margin for MTM purposes
• No churning, one transaction in a month
• Batch orders can be put in at your end
What to do?

38. • Execution would happen at the Franchisee / Branch end
• Entry is open, one can start the product on any day and at any price
• 24 month, rollover period is recommended
• Exit is also open, and client can decide whenever he want to stop
• Roll over price difference will be monitored and rollover trigger
would be communicated through AWAC message and Gayatri Chat
(No SMS would be sent)
• Typically rollover would happen during the last week of the month
• Not required to punch all the rollovers at a time, rollovers can be
done over the period of a couple of days
• Batch order functionality would be available on request
• Weekly performance report would be circulated through mail
Execution

39. Further Details
Ø Ashish Jain (+91-9899790407)
Business Partner – Motilal Oswal

40. THANK YOU