Shining Mine ​

  • A unique multi-segment strategy that invests and trades in Debt, Equity and Sensex Derivatives for long-term wealth creation and short-term cash flows.
  • A diversified multi segment holdings report predominantly from the universe of top 750 companies with focus on alpha generation along with stability and liquidity.
  • Strategy is dynamically placed to encash Bull markets, Bull market corrections, Bear markets and Sideways markets.

  • The objective of the strategy is rapid capital appreciation by investing and trading in Debt, Equity & Sensex and its Derivatives.
  • However, there can be no assurance that the investment objective of the strategy or product will be achieved.

  • Quant-based strategies are complex models used to identify opportunities.
  • Quant models consist of strategies based on Quantitative parameters which rely on Fundamental, Technical, and Derivatives data.
  • Technical, and Derivatives data and Statistical models are developed by leveraging data on parameters that impact the price movements of underlying instruments.
  • Price, Volume, and Open Interest are the major data inputs for Quant models.
  • Hedge Funds and other big financial institutions use these strategies to generate additional returns.

  • Reduces Human emotions, and biases, and minimizes errors during trading decisions.
  • A disciplined selection and execution process offers better risk control.
  • Consistency in strategy, viz. in the screening of opportunities and implementation.
  • Uncorrelated returns with other asset classes and sub-asset classes.
  • Additional investment options for market participants.

    • The strategy is suitable for traders/investors/participants who are seeking
  • Regular income and stable capital appreciation over the long term.
  • Suggest trades primarily in India’s most traded, and highly liquid equity derivatives based on technical and derivatives analysis.
  • Subscribers who are looking for regular income and additional returns from their ideal assets.
  • Investors who are looking for uncorrelated returns to the other asset and sub-asset classes.
  • Participants like to focus on the process instead of outcomes and like to deal with uncertainties of life and business.

  • Shining Mine strategy will actively look for opportunities to achieve the objectives of long-term capital appreciation by investing or trading via long and short positions.
  • The product or strategy considers long or bullish positions in Debt + Equity + Sensex Derivatives and bearish or short positions in its options.
  • Equity as an asset class has the best potential to beat inflation in the long run and generate long-term wealth. Derivatives as an asset class have the triple advantage of asymmetric returns, hedging or reducing underlying risks, and generating cash flows.
  • Derivatives as an asset class have the triple advantage of asymmetric returns, hedging or reducing underlying risks, and generating cash flows. Shining Mine suggests trades in one of the world’s largest traded derivatives instruments which is highly liquid in all of its instruments
  • Momentum stocks from top 750 to generate alpha.
  • Uses Index ETFs to pace up with index returns.
  • Uses Debt ETFs to provide cushion for extreme market opportunities.
  • Uses NIFTY Index derivatives to reduce risks and adds value in long term for beta and alpha generation.
  • Uses SENSEX index derivatives (futures & options) to invest and trade for wealth creation and regular cash flow generation for long term capital appreciation.
  • Suggests from large and mid cap space, that are in strong price momentum
  • Max holdings are capped at 100
  • Smart use of leverage using exchange approved MTF
  • Top Down approach of momentum, Fundamentals and Technicals
  • Smart use of derivatives for generating additional returns
  • Monthly reviewed and churned to remove under performers

  • Identify companies through filters based on price momentum, earnings momentum, money flow, management quality and sectoral leaders.
  • Well diversified composition of upto 100 companies with inbuilt single company exposure capped at 5%
  • Strategy identifies strong momentum in price and earnings with growth potential in Large and Midcap side
  • Uses strong process of Risk Management, inbuilt market dynamics based allocation
  • Top Down approach of sector and company selection
  • Reviewed on monthly basis to have winners running and working for us

  • Shining Mine is a Monthly product and the strategy will be evaluated Quarterly. However, the product can help meet the long-term goal of capital appreciation.
  • The product requires an ideal ticket size of Rs. 25 Lakhs cash margin.
  • For better performance or results, subscribe to the product for a minimum period of 2 years.

  • Ideal Ticket Size : Rs 25Lakhs and More
  • Opinion : One Time Investment Only, No SIP allowed
  • Subscription mode : Upfront or Prepaid, No Free Trail or Post Paid Not allowed
  • Withdrawal : Full Only, Partial Not allowed
  • Lock In Period : No Lock In, Minimum 3years of holding period is suggested

  • Possible Worst Case scenario of 50% capital erosion may be triggered in worst case market conditions
  • An almost equal number of winning and losing trades.
  • The average profits for winning trades may sum in the range of Rs.0 /- to Rs.75,000/- per trade, while the average losing trades may sum in the range of Rs.-1,50,000/- to Rs.0/- per trade.
  • The losing streak may be up to 30 consecutive trades and/or up to 3months.
  • Regular income and steady high capital appreciation over the long term.

  • Quick profits from the strategy
  • Getting rich overnight
  • Consecutive money-making months

    • These products Subscribers/ Clients/ Investors should consider the risks involved with investing and trading, and decide (or consult your financial planner) whether the strategy suits your risk profile, investment requirements, and financial goals.

  • Also, assess your financial status so that you have sufficient resources and emotional tolerance to bear any losses that may result from this strategy or product.
  • If you’re unsure whether the strategy or product is right for you, consult your financial planner else, please
  • Check our risk profile questionnaire to find out suitable products and strategies for you.
  • Who looks to invest beyond mutual funds
  • Who looks for structured strategy to get diversified returns and performance
  • Who have a great risk appetite and with an investment horizon of minimum 3years
  • Who have disposable income and amounts with no mapping of financial goals

    • Capital Risk
  • Investments or trades are subject to market, economic, regulatory, market sentiment, and political risks. In view of these risks, the strategy may experience high volatility from time to time. The value of the investment may become worth more or less than at the time of the original investment. Investors or traders should consider these risks that may impact their capital, before investing.
    • Derivatives and Leverage
  • The product or strategy uses derivatives which shall result in increased leverage and may lead to significant losses.
    • Price and Liquidity Risk
  • The product or strategy may suggest trades and investments in highly volatile phases of markets and may also hold positions that may become illiquid.
  • The risk of overpaying for a company may happen due to abnormal behavioral aspects in the markets.
  • Proper timely exit or cost of efficient sale can be impaired due to reduced trading volumes or increased price volatility.
    • Market Risk
  • The product or strategy is subject to regular market fluctuations (or volatility) and the risks are associated with trading or investing in financial markets. Therefore the value of the asset or investment and income from the asset or investment shall rise or fall and you may not get back the originally invested amount. In the case of derivatives, you may even lose more than the originally invested amount.
    • Long Short Strategy Risk
  • The underlying or strategy could face higher losses if its long and short exposures move unfavorably or both in opposite directions at the same time.
    • Short Selling Risk
  • A short sale exposes the strategy or product to the risk of an increase in the price of the underlying (or derivatives); this could result in a theoretically unlimited loss.
    • The additional risks of using derivatives strategies can be
  • Illiquidity and mispricing of the Futures/Options.
  • Lack of opportunities.
  • The inability of derivatives to perfectly correlate with the underlying (Stocks, Indices, Assets).
  • The cost of a hedge can be higher than the adverse impact of market movements during high volatile periods.
  • Exposure to hedging over and above the hedging requirements can lead to losses.
  • Exposure to derivatives strategies can also limit the profits from a genuine investment transaction.
  • The prices which are seen on the screen need not be the same at which execution will take place.
  • In the case of option writing, the downside of the strategy could be more than the option premium earned.

  • This strategy is aimed to capture all three phases of trends (Bullish, Bearish, and Neutral of the underlying).
  • The strategy focuses on high-conviction trade setups and underlying fundamental news flow which helps the trade direction to move in favor of our view while seeking to mitigate concentration risks through diversification across highly liquid underlying.
  • This product actively looks for trading opportunities frequently and is a highly suggested strategy for high-risk – high reward-seeking market participants.
  • Risk management is inbuilt into the strategy process. The strategy is developed to minimize losses in losing trades and maximize profits in winning trades. It aims to capture the profit potential move of the underlying by-entry mechanism while seeking to limit downside or losses through active risk management using derivatives.
  • Investments in the securities market are subject to market risk.
  • Returns are calculated on Cash invested only.
  • Collateral value is not considered for returns calculation.
  • Past Results are not indicative of future Results.
  • Derivatives and strategies involve significant risk.
  • Loss beyond the original investment may be possible.
  • Registration granted by SEBI and certification from NISM in no way guarantees performance or provides any assurance of returns.
  • As the strategy is implemented on derivatives, it is a high-risk high-reward strategy. The amount invested is always at high risk. However, we do our best to mitigate the risk. Through active research, we strive to deliver an enhanced risk-return profile for the product or strategy. Trades are always suggested with hedge or insurance, hence the risk is minimized.

    • Direct Mode
  • Upfront Subscription : 3.0% per year of ticket size i.e Rs 75,000 per year (Billed and Payable on Quarterly basis at 0.75% per quarter i.e Rs 18750 per quarter)
    • Advisor or Business Partner Mode
  • Upfront Subscription :4.0% per year of ticket size i.e Rs 1,00,000 per year (Billed and Payable on Quarterly basis at 1.00% per quarter i.e Rs 25000 per quarter)
  • Notes : Subscription fees is on the ticket, not on the AUM or AUA
    • Illustration
  • If the Invested 25Lakhs, becomes 37.5Lakhs or 15Lakhs in total, the subscription fees would be flat at the same level, and are not dependant on the holdings or Portfolio or Investment Value

    • Equity
  • Asset Classes Suggested : Equities, Equity ETFs, Debt ETFs, Index Options
  • AMFI Stocks Rank : 75th to 750th
  • Max Leverage : 1.5X
  • Max Holding Value : 40Lakhs
  • Max Stocks : Upto 100
    • Derivatives
  • Max Leverage : 4X
  • Market Direction : Bullish, Bearish, side ways

    • Expertise
  • Our team has the experience and expertise – in both investing and trading in derivatives over years – to identify opportunities in the new instruments driving the next generation wealth creation techniques.
    • Experience
  • The team has more than 35 years of industry experience in analyzing and trading derivatives, with specialisms in technical and derivatives analysis.
  • Our dedicated relations team works closely with you to share ideas, products, strategies, and insights to serve the best to our clients.
  • Our Strategies have diverse objectives, of long-term portfolio creation, short-term income generation from existing holdings, wealth creation, liquidity needs, research advisory services, asset allocation and risk management solutions for an ever-changing and evolving market dynamics.

    • All our strategies are well-drafted and we make sure that they are properly fitted in our clienteles’ financial plans.

  • We believe capital markets are not just only buy and hold investments avenue
  • We believe capital markets as a business which has to be managed on day to day basis
  • A gateway to high end alternative investing/trading strategies
  • Get the dual advantage of leverage and risk management to pace up your Return on Investment
  • More returns on investment
  • Measured Leverage with inbuilt risk management
  • Carefully curated and diversified strategy
  • Market Cap wise, Index wise, entry wise, market timing wise, holding period wise, exit wise
  • Only for select few clients
  • It’s only for go getters, achievers and high risk seekers

  • No prediction, only action
  • No confusion, only execution

  • Inbuilt Risk Management
  • Strategy hedge
  • Execution edge

  • We treat stock markets as business, not just as an investment
  • We treat stock markets as a business, not as a gambling avenue
  • We take measured and calculated risks, no irresponsible investing
  • We focus on risk management, no risk averse
  • We focus on process implementation, no random decisions
  • We are vigilant and diligent, no recklessness
  • We are market dynamic, no biases
  • We use simple but high end strategies, no complexity
  • We focus on multiple income streams, not just single income source
  • We focus on time in the market, and timing the market, not just buy, hold and pray

    • At Sampadha we help our clients to
  • Use 8 Profits centers from capital markets is our philosophy and ideology for making money, wealth creation and cash flow generation
  • Use the power of leverage to gain more
    1. Get additional income from your assets
    2. Optimal leverage to generate alpha (additional income from the existing assets)
    3. Less investment more income (Better risk-adjusted returns)
  • Move to next level of the wealth creation process
    • Leap from traditional methods of investing to new age investing and trading strategies.
  • Make money like Hedge Funds
    • High-end money-making strategies of Hedge funds and Alternative Investment Funds (AIFs) to our retail clients
  • Gain along with the FIIs
    • Let us also participate in capital markets business and make money to achieve financial freedom
  • Get multiple incomes other than just Dividends and Capital Growth
    • Multiple ways to financial freedom, why only have 2 sources, Why not third and fourth type of BUSINESS Income ?
  • Why Only Buy, Hold and Pray ?
    • Why only make money in Bull markets, Why not make money in declining or Bear markets and sideways markets also ?
  • We spend time in the market and timing the market
  • Equities for wealth creation
    • Why not derivatives for cash flow ?
  • Why diversify to reduce risk?
    1. Why not focus to make more ?
    2. Risk comes from not knowing what you are doing
    Why risk more for less ?
  • Did you know that Index gyrates around 35 to 40% per annum, while we assume 10% to 15% per annum as returns from equities ?
  • Hedge and reduce risk

  • Call us on 9949365926

  • Step-1 : Complete KYC and Additional KYC Details
  • Step-2 : Risk Profiling
  • Step-3 : Product suitability check
  • Step-4 : Select Subscription Period
  • Step-5 : Give consent on term sheet and Sign the Agreement
  • Step-6 : Start the service
  • Step-7 : Enjoy the wealth creation process+

    • Shining Mine

    Strategy Shining Mine
    Objective Rapid Capital Appreciation
    Invests In Debt, Equity and Sensex Derivatives
    Category Entry Level
    Total Capital Needed Rs. 25 Lakhs
    Product is best suited for people looking for
  • Using leverage smartly to maximize returns while minimizing risks.
  • Uncorrelated returns with other asset classes
  • New age strategies
  • Stable Capital Appreciation
    • Instruments used Debt, Equity and Sensex Derivatives
    Review Frequency
  • Weekly and Monthly Strategy
  • Quartely Reported
  • Quartely Reviewed
  • Quartely Subscribed
    • Ideal Client Profile
  • Salaried with an annual income of more than Rs.25 Lakhs
  • Self-employed or Business Owners or Businesses with an Annual Income of more than Rs.25 Lakhs
  • Total Networth of More than Rs.1.2 Crores
  • Capital Markets investing Experience of more than 2 Years
    • Total Capital Needed Rs.25 Lakhs
    Max Risk to Networth 20% of total net worth
    Pure Cash (OR) Rs.25 Lakhs
    Cash + Collateral Rs.15 Lakhs + Rs.10 Lakhs
    Direct MFs as Collateral ✔
    MF, Shares Collateral ✔
    FD as collateral ✔
    Leverage range 3X to 8X
    Tentative Worst-Case Performance (-50%) -12,50,000
    Tentative Worse-Case Performance (-25%) -6,25,000
    Tentative Base-Case Performance (+15%) 3,75,000
    Tentative Better-Case Performance (+30%) 7,50,000
    Tentative Best-Case Performance (+50%) 12,50,000
    - -
    Subscription Charges Subscription Charges
    Strategy Shining Mine
    Quarterly
  • Direct Mode : 18,750/-
  • Advisory Mode : 25,000/-
    • - -
    Benefits Benefits
    Strategy Shining Mine
    Whatsapp Access to Analyst ✔
    Quarterly Customised Performance Reporting ✔
    Call Access to Analyst ✔
    In person meet of Analyst ✔
    GST / ITR Filing Assistance Rs. 20,000/- per year value add services