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2019 To 2024

The performance report for the client shows an absolute return of 81.96% compared to the index's 19.90%. The strategy has been active since May 10, 2019, with a net profit of 55,74,867 and a current exposure of 71,40,000. The net liquidation value is 37,14,167, reflecting the value after liquidating all positions.

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0% found this document useful (0 votes)
15 views1 page

2019 To 2024

The performance report for the client shows an absolute return of 81.96% compared to the index's 19.90%. The strategy has been active since May 10, 2019, with a net profit of 55,74,867 and a current exposure of 71,40,000. The net liquidation value is 37,14,167, reflecting the value after liquidating all positions.

Uploaded by

dastuhi369
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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1002, Luxuria Business Hub, Nr.

V R Mall, Gaurav Path Road, Surat - 395007


Mail - info@finideas.com Website - www.finideas.com

Index Long Term Strategy


Performance Report

Client Code XXXXXXXXXX

Client Name XXXXXXXXXX

Particular Strategy Index

Absolute Return 81.96% 19.90%

Annualized Return 11.97% 8.04%

Current Exposure 71,40,000

Net Profit 55,74,867

Strategy Started On 10 May 2019

Index Average Entry Price 15,223

Index Current Price 23,739

Saving of interest 20,49,979

Profit without Interest 35,24,888

Ledger Balance 4,273

Collateral Value 0

Net Liquidation Value 37,14,167

Net Investment 8,22,582

Price Last Updated 04 Feb 2025

Net Liquidation Value is the Value that investor will receive after liquidating all the positions given here.

Stock Holding Report

Client Code XXXXXXXXXX Client Name XXXXXXXXXX

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