FUTURES
INVESTMENT
PLAN

EXCELERA

INVESTMENT GROUP

Sam Desai

+1.949.378.6294

Sam@ExceleraInvestments.com

EXCELERA

INVESTMENT GROUP

KEY POINTS

Money ALWAYS STAYS in investor's account only

Capital Safety

There is no transfer of funds to anyone. Capital invested will always safely remain under investor's name and control

Self defined risk

Investor can decide the maximum loss for the investment (Example: Maximum loss to be 20% of the initial investment capital)

Total Liquidity

Profit / Loss is adjusted to investor's account balance at the end of each day. Investor can withdraw the amount anytime or even close the account at his own will, without requiring any permission of involving any penalty

Daily update

Investor receives a daily statement directly from broker with account balance, daily profit & loss etc.

Business professionals analyzing data

HOW
it works?

1

Investor opens an account directly with broker

2

Investor asks broker to setup his / her account for trading

3

Broker sets up the investor's account and all the necessary technical details

Profit Distributed

Only if investor is in NET PROFIT

Excelera receives profit ONLY AND ONLY after account is in net profit (above High Watermark basis). See example below:

Business team working
Profit High watermark Profit Distribution
1st month $600 profit High watermark $6000 Now profit is distributed as per agreement
$4000 ($10000 new HW) - $6000 previous high watermark)
2nd month $400 loss High watermark $6000
3rd month $300 profit High watermark $6000
4th month $500 profit High watermark $10000

MORE
Key Points

  • Futures market benefits from BULL AND BEAR market
  • Investment can be made from 5% account and can take the benefit of the deferred tax advantages
  • Tax advantages - 60% of futures trading profits are taxed as long-term capital gains and 40% as ordinary income (consult your CPA for the details)
  • Day trading strategy is strictly a day trading strategy and no position is held overnight to avoid any unforeseen news related movement that can cause loss

Profit Distribution

  • Profit distribution is made equally between the investor and Excelera
  • Investor will communicate to Excelera the profit made in a month as stated on monthly statement received from the broker
  • Excelera will send invoice for its share of profit which is payable in 7-7 days from the invoice date
  • Any profit directly deposited in investor's account daily investor has no dependency on Excelera to receive his / her profit
  • Excelera will send invoice for its share of profit which is payable in 7-7 days from the invoice date
Professional handshake