Leverage the power of Data & Technology
The golden coin that generates an Alpha return
We engage the power of low-risk algorithmic strategies to generate a turbo charge over and above the underlying portfolio which is curated with dynamic asset allocation.
How it works
Start your Journey
Get yourself assessed and advised on the most suited mutual funds by a team of dedicated CAs.
Register & open your account with our trusted broking partners (IIFL Securities Limited) which becomes your dedicated demat account for all investments. The KYC procedure should be done in under 2 minutes (from investor’s side).
After the underlying assets are purchased to the demat account, they are pledged to obtain margin. Our broking partner gives you the margin at no extra interest cost at a click of a button.
Integrate TradeTron platform to your IIFL account for starting your automated algorithmic trading journey
Sit back and relax while your portfolio generates an alpha return on the base underlying investments
FAQs
We provide comprehensive support right from onboarding, risk assessment, asset allocation, fund selection and actual execution. Psychology plays in big role in the investment outcome and we help our clients understand the nature of equity markets, the pros and cons of various asset classes and the power of compounding over long periods of time. We are not just providing knowledge to our clients but also hand-holding our clients in their investment journey
We have been developing strategies since the last 4-5 years and our edge lies in our risk management techniques such as stop loss framework, complete hedging which ensures a good risk reward ratio for our strategies. Our idea is to create low risk strategies that can generate a good risk adjusted return over and above the return from your underlying portfolio (MF portfolio). There are people in the market who promise extraordinary returns. However, the risk in such strategies may also be very high which can lead to huge losses if there is a black swan event.
For alpha, 93-95% of your investable amount is deployed in various mutual funds. The remaining 5-7% is kept in cash in your brokerage account. This cash is needed for hedging (risk management) and as a buffer for drawdowns. There is no lock-in as such. We do not have any control of your funds as the account is in your name with the broker.
Tradetron is a third-party algo market place which helps with algo strategy creation and execution of trades in the clients demat account. It communicates the strategy logic created by us to the client’s broker terminal which ensures that all trades happen in the clients account itself and ValuMonk has no access to clients’ funds. A client will have to subscribe to tradetron platform for smooth execution of trades.
a) Brokerage:
Because of the scale we have been able to negotiate with IIFL for a lucrative pricing of INR 3 per lot. Other major brokers are charging INR 20 per order irrespective of the amount invested. This is not viable for a lot of people who want to do algo trading
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b) Transaction charges:
This includes stamp duty charged by Govt of India, The SEBI turnover fee is the charge levied by the capital market regulator SEBI, GST is applicable at 18% and securities transaction tax (STT). Regulatory charges also include transaction charges levied by Exchange (BSE, NSE.
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c) Performance fee:
We want our clients to get the maximum benefit from the algo strategies. Hence, we at ValuMonk do not charge any performance fee if the account is opened with our partner broker.
Our Knowledge Bank
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