See below to know:
What is ETF Star? | Performance | What is Elystar’s unique value-add? | How do I get started? | Who should (When to) consider this? | Why is this important? | How do I exit/liquidate?
Price/Advisory Fees: 1,999/- INR
(Terms & Conditions apply, which will be shared with you when you Contact Us.)
An Exchange-Traded Fund (ETF) represents a basket of securities offered by a fund house that you can buy or sell on a stock exchange on any trading day, just like you would buy or sell a single stock.
ETF Star strategy is designed to help you invest lumpsum amounts into ETFs tracking major indices such as Nifty 50 and Nifty Midcap 150 (and even the ones tracking other market indices like Dow Jones Index) without losing out on returns majorly due to overpriced market conditions. People can invest in such ETFs to achieve their long-term goals like retirement, children’s education, buying a house, etc.
Since these major indices usually consist of 30-150 companies of high market value from various sectors, the risk is very low for any significant capital loss in the long-term. Investing in ETFs tracking major indices is one of the best ways to get started in public markets, and also investing in these ETFs is one of the best places to park significant portion of your long-term investments, since any significant impact on these companies due to any reason would typically be addressed by governments in order to protect the financial system and society at large.
Below are the annualized rate of returns that were delivered by major indices such as Nifty 50 and Nifty Midcap 150 in the past on an average.
Note: Past performance or model performance may or may not hold in the future. All numbers and results should be used as guiding factors only, not to be targeted for exact returns. Actual performance will be subject to market risks. We do not guarantee any particular return numbers. Make sure to invest as per your overall risk profile considering your risk capacity, risk tolerance and risk appetite.
In this figure, we show the final amounts that are available for withdrawal when one invests 1 Lakh Rupees for a duration of 5 years, 10 years, etc.
The exact numbers used in the above figure are shown in this table.
If a person invests 1 Lakh Rupees in Nifty 50 for 35 years, she would get 31.09 Lakhs! (under above assumptions)
You may wonder, then why is it that everyone's not investing in Nifty 50 or Nifty Midcap 150 ?
In this image we show, what the real-feel is like when investing into Nifty 50 and Nifty Midcap 150 vs. doing the same into bank/term deposit.
Also, if one is not careful about market conditions while investing lumpsum amounts, the returns could be really poor (even negative) for a long time (even 5 years or more). Checkout our unique value-add section below which explains how we protect you from poor returns.
As you can see it is not a smooth ride, investors who are investing may go through a range of emotions over time. Important thing is to not get carried away when markets are on the higher side and not to get depressed when markets are on the lower side. And to always plan much ahead (say, 2 years ahead) for any required withdrawals.
We will do risk assessment to ensure that you can sustain this risk, however, you should also do your own assessment and be ready to take the risk. Once the risky nature of the markets is understood, the returns as you can see, clearly make up for the risk taken and give you good solid wealth for your long-term goals.
As we mentioned above, unless one is careful about market conditions when investing lumpsum amounts, the returns could be really bad even after years of investing.
This image shows the 5-year performances of investments into Nifty 50 at various points in time. As you can see, many times even after 5 years, the total returns are not even 33% (annualized returns not even 6%), sometimes even negative!
This could be because one has invested in an overheated market or one is exiting during a depression or both! Through our understanding of the markets and using AI-powered models, our ETF Star advice will help you make an investment plan for lumpsum amounts based on market conditions, instead of just buying blindly at any time. And our Exit Plan advice will help you in planning your exits from investments based on market conditions, instead of selling blindly at any time. With these two services, we help you avoid low returns on your large investments and make a significant value-add to you.
Other value-additions in this service are to:
Simply submit your Email below or Contact Us and we will help with your personalized risk assessment and recommend you as to whether you are ready for equity investments and how much you should invest & when in Nifty 50 and Nifty Midcap 150 as well as which Index Fund/ETF Tickers to buy for best performance.
Note: Your investments will be made by you yourself through your existing bank/brokerage platform and you will remain in-charge of your money and investments at all times. We only provide advice as to how to invest for good performance and charge a small fee for the same.
Anyone can consider this for any of their long-term goals such as retirement, children’s education etc. As can be seen above, for good results, one should plan at-least 5-7 years ahead.
This is one of the best strategies through which one can easily invest in public markets. Investing in major indices can give your the comfort you need in terms of safety and low risk of capital invested. A yearly review of the investments made is good enough to serve you well in the long-term. This also serves as the benchmark for all your other equity investments where you may be investing, aiming to get higher returns.
As with any long-term investment related to equity markets, although you can sell your investments anytime you want, it’s best to plan your exit or liquidation of funds at-least 2 years before your actual requirement. Such early planning will help in reducing risk from any potential last-moment downward fluctuations in the market. We suggest you Contact Us when you are planning to liquidate your equity investments rather than follow a sell-at-the-last-moment strategy.