Systematic Trading / Hedging

Mutual Fund





Nifty Only is a SEBI Registered Investment Advisory firm. After due diligence and client risk profiling it would advise to the client the best roadmap to his fulfillment of financial targets. Out of many tools of creating wealth investment in equities has proved to be far more remunerative and huge wealth creator for investors. It is the best way to beat inflation.

Mr. Yatin Shah, Promoter of the company has vast experience of more than 25 years in the stock market. He together with his team after analyzing clients need and his appetite to risk would suggest short term and long term investments. One of the criteria to determine client risk profile would be, on the basis of analysis of Nifty Only questionnaire with authentic information filled by the client.

On the basis of his ideology Mr. Yatin Shah's has designed the following road map to successful investments.

He would categorize clients into two categorize:

Conservative Investor

Aggressive Investor

He along with his team would do systematic analysis of all factors and come to conclusion to recommend the best stocks suitable to the clients. The basket of investment will be according to clients expectancy of returns.

All his advice would be criteria based.

Following are important criteria for stock selection.

  • Promoters
  • Fundamentals of the company
  • Key ratios
  • Growth consistency
  • Present shareholding pattern
  • Future outperformance
  • Cycle of Investments

On the above broad based criteria Mr. Yatin Shah shall have one to one meeting with the client to finalize the recommended portfolio.

All detailed analysis and recommendations would be discussed in depth during such consultations.

Investment Aggressive - Strategy

Investment Conservative - Strategy

Systematic Trading / Hedging

Fear and Greed are very powerful emotions that can overrule Reason and Logic in the mind of the trader.

What to trade – Whether to trade or not - When to Enter or Exit – How much to Trade - How much loss should I be willing to bear – How much profits should I make in a trade – What is the Probability of trade going right – What should be the profitability of the trade – What then would be the Risk Reward ratio - Same dilemmas for every trade every time.

"Cut Losses and let profits run" – Easy said than done.

We generally take profits too soon because we are fearful that they will evaporate.

And we generally sit with losses for too long being hopeful that eventually they may turn in to profits.

To eliminate all the above mentioned dilemmas and any other human emotion every time we enter a trade, we need to follow systematic trading approach taking into account all probabilities and profitability parameters.

Any activity done "Systematically", "logically", "Methodically" with "Pre-determined" set of rules implemented with high level of "Discipline" done "Perpetually" and by fulfilling "Obligations in time" results in success.(Profit)

We on this principle have designed different types of "Trading Models" suitable for all types of traders.

Basic Concept of trading:

Since we are playing leverage game obviously risk reward ratio would be higher than normal investments in Debt or Equities.

Broadly we have designed models keeping in mind 3 types of traders i.e.

  • Aggressive Traders
  • Moderate Traders
  • Conservative traders

Each model will have certain peculiarities and characteristics which traders need to understand before starting to trade. Clear understanding of model is required before starting the trading.

Bank Nifty - Strategy 1


Bank Nifty - Strategy 2


Bank Nifty - Strategy 3

(Agressive - Pyramids)

Nifty Only - Strategy 1


Nifty Only - Strategy 2


Nifty Only - Strategy 3

(Agressive - Pyramids)

Banknifty + Nifty Hybrid Strategy


Only Long with Hedge Strategy


Liquidbees with Systematic Trading


We intend to be one stop solution for all Mutual Funds investment needs for our clients by advising the right mix of Investments in terms of following aspects

  • Equity: Advise on the best performing equity funds to aggressive investors on the basis of clients risk appetite.
  • Balance: Advise on the best performing balance funds to moderate investors on the basis of clients risk appetite.
  • Debt: Advise on the best performing debt funds to Conservative investors on the basis of clients risk appetite.

Further we also intend to guide the clients to switch the portfolios between Equity / Balance / Debt funds depending on market movements to enhance portfolio returns.

We intend to advise our clients on the best mix of Insurance needs that would be the most efficient as well as cost effective for our clients in terms of all the below factors

Life Insurance: Depending upon client’s risk and personal profile we intend to advise them on the ideal amount of Life insurance needs and also suggest them the best Insurance providers.

General: Besides we also intend to cater to clients needs for other non-life Insurance needs like Medical, Travel, vehicle, Asset Insurance etc.

IPO/Buy Back

IPO Company

Basic Details

Our Recommendation

Detailed review document

Mazagon Dock Shipbuilders Limited
Sep 29, 2020 - Oct 1, 2020

Issue price: Rs 135 - Rs 145 per share
Face Value: Rs. 10 Per Eq share
Minimum lot: 103 shares
Issue Size: 443 Crs

Conclusion: On the current parameters, the issue appears reasonable. However, considering bright prospects going forward we recommend investment for medium to long term (Subscribe).

Download Mazagon Dock Shipbuilders Limited IPO Review

UTI Asset Management Company Ltd
Sep 29, 2020 - Oct 1, 2020

Issue price: Rs 552 - Rs 554 per share
Face Value: Rs. 10 Per Eq share
Minimum lot:27 shares
Issue Size: 2159 Crs

Conclusion: Considering its financial performance so far, the issue appears fully priced. High risk Investors may apply for listing gain only.

Download UTI Asset Management Company Ltd IPO Review

For further details please contact Prakash : +91 22 42023399

What is an IPO?

IPO or Initial Public Offer is a way for a company to raise money from investors for its future projects and get listed to Stock Exchange. Or An Initial Public Offer (IPO) is the selling of securities to the public in the primary stock market.

Company raising money through IPO is also called as company ‘going public'. 

From an investor point of view, IPO gives a chance to buy shares of a company, directly from the company at the price of their choice (In book build IPO's). Many a times there is a big difference between the price at which companies decides for its shares and the price on which investor are willing to buy share and that gives a good listing gain for shares allocated to the investor in IPO.

From a company prospective, IPO help them to identify their real value which is decided by millions of investor once their shares are listed in stock exchanges. IPO's also provide funds for their future growth or for paying their previous borrowings.

What is Basis of Allocation or Basis of Allotment?

Basis of Allotment or Basis of Allocation is a document publishes by registrar of an IPO to stock exchanges and IPO investors. This document provides information about final price fixed for an IPO, issue subscription (bidding) information or demand of an IPO and share allocation ratio.

The IPO allotment information is categorized by number of shares applied by an applicant. For each such category detail bidding information is provided in this document including number of valid application received, total number of share applied, ratio of the allotment and number of shares allocated to the applicants.

Ratio of the allotment is a critical field for IPO's oversubscribed multiple times. This field tells how many applicants will receive single lot of shares among a certain number of applicants. For example, ratio 1:8 means only one out of eight applicant received one lot of shares; ratio value 'FIRM' means all the applicants are eligible to receive certain amount of share.

Who decides the Price Band?

Company with help of lead managers (merchant bankers or syndicate members) decides the price or price band of an IPO.

SEBI, the regulatory authority in India or Stock Exchanges do not play any role in fixing the price of a public issue. SEBI just validate the content of the IPO prospectus.

Companies and lead managers does lots of market research and road shows before they decide the appropriate price for the IPO. Companies carry a high risk of IPO failure if they ask for higher premium. Many a time investors do not like the company or the issue price and doesn't apply for it, resulting unsubscribe or undersubscribed issue. In this case companies' either revises the issue price or suspends the IPO.

What is primary & secondary market?

Primary market is the market where shares are offered to investors by the issuer company to raise their capital.

Secondary market is the market where stocks are traded after they are initially offered to the investor in primary market (IPO's etc.) and get listed to stock exchange. Secondary market comprises of equity markets and the debt markets.

Secondary market is a platform to trade listed equities, while Primary market is the way for companies to enter in to secondary market.

What is the difference between retail investor, Non-institutional bidders, Anchor Investor and Qualified Institutional Bidders (QIBs)?

Investors can apply for shares in an IPO in 5 different categories:

1. Retail Individual Investor (RII)

In retail individual investor category, investors can not apply for more then Rs two lakh (Rs 2,00,000) in an IPO. Retail Individual investors have an allocation of 35% of shares of the total issue size in Book Build IPO's.

NRI's who apply with less then Rs 2,00,000 /-  are also considered as RII category. 

2. High Networth Individual (HNI)

If retail investor applies more then Rs 2,00,000 /- of shares in an IPO, they are considered as HNI. 

3. Non-institutional bidders

Individual investors, NRI's, companies, trusts etc who bid for more then Rs 2 lakhs are known as Non-institutional bidders. They need not to register with SEBI like RII's. Non-institutional bidders have an allocation of 15% of shares of the total issue size in Book Build IPO's. 

4. Qualified Institutional Bidders (QIB's)

Financial Institutions, Banks, FII's and Mutual Funds who are registered with SEBI are called QIB's. They usually apply in very high quantities.

What is the difference between Book Building Issue and Fixed Price Issue?

Initial Public Offering can be made through the fixed price method, book building method or a combination of both.

Difference between shares offered through book building and offer of shares through normal public issue (Source: BSE):

Features Fixed Price process Book Building process
Pricing Price at which the securities are offered/allotted is known in advance to the investor. Price at which securities will be offered/allotted is not known in advance to the investor. Only an indicative price range is known.
Demand Demand for the securities offered is known only after the closure of the issue. Demand for the securities offered can be known everyday as the book is built.
Payment Payment if made at the time of subscription wherein refund is given after allocation. Payment only after allocation


We also intend to advise the best mix of Debt securities/liquid funds to our conservative clients who intend to receive fixed risk free return on their investments.