This document discusses the importance of educating trading teams on options. It notes that educating teams is like planting trees that will bear fruit during boom periods by boosting business. Education provides insurance during bear markets by helping traders perform well when others face troubles. Better knowledge of teams increases customer faith and guidance. The document advocates accepting changes to remain a market leader for years to come. It outlines objectives like client satisfaction and consistent revenue. The psychology and preferred markets of dealers is discussed. Different risk scenarios, views, strategies and investor risk profiles are presented. The growth of options trading volumes over futures is highlighted. Having options products and knowledge is positioned as attracting more clients and opportunities. The benefits of FinIdeas options courses

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3. Today's Planting = Tomorrow's fruits
Educating Team is like Planting Trees. It will gives you
fruits of boosting your business in Boom Period
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4. Education is Insurance for bearish period
Education insures your future against bearish time in the market.
It will help you to stand in market when others are facing
troubles.
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5. Knowledge of team increase customer's faith
Customer has always put their faith on people who have given
better guidance
Better guidance comes from better knowledge.
Hence we have to train our team to face any situation of the
market.
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6. Accept the change and lead the market for years to come
People who don’t accept the changes, normally phase out in new
era.
Hence list of top 10 ten brokers change every 10 years.
Amitabh Bachan is leading in film industry from past many years
because he has accepted the changes in his roles.
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7. What are the Broker’s Objective
Client Satisfaction
Run a Scalable Business Model
Consistent Revenue Month on Month
In-depth Knowledge for Perfect Advisory
Optimum Utilization of Clients Fund and Stocks
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8. What is your Dealers' psychology?
Normally dealer trades or advise in the market/scrip where he is
having good command.
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10. Risk Scenario
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11. Different type of views attract clients
Bullish
Bearish
Volatile
Range bound
Slightly Bullish or Bearish
Heavily Bullish or Bearish
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12. Different Strategies attract Clients
Bull Call Spread / Bear Put Spread
Straddle / Strangle / Strip / Strap
Butterfly / Condor
Price Ratio / Delta Ratio / Theta Ratio
Short Gamma / Long Gamma
Low Delta short Vega
Book Building
Volatility Spread
Expiry Day strategy
Long Term Options Strategy
Synthetic Options Strategy
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13. Investors Risk Return Profile
Investors are also safe when they trade in Options
He can choose limited loss or low risk strategies suitable to his risk
profile
Options are the best tools to earn Time Value
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14. More Traders are Moving to the Options
Margins are shrinking in Cash to Future and Future to Future
Segment
And more players are shifting to Options trading
Hence the scope is larger for informed participants
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15. Market Share in last 12 Years…
Future Market Options
Year Share Market Share
Here you can see that
2001-02 71% 29%
Options’ market share
2002-03 76% 24%
2003-04 87% 13%
has grown drastically
2004-05 89% 11% in last five years.
2005-06 88% 12%
2006-07 86% 14%
2007-08 85% 15%
2008-09 66% 34%
2009-10 48% 52%
2010-11 34% 66%
2011-12 25% 75%
2012-13 23% 77%
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16. Market Volume – Equity Vs. Derivatives…
Month Equity Market Turnover Derivatives Market Turnover
(Rs. In Cr.) (Rs. In Cr.)
May – 2012 2,16,755 27,19,843
April – 2012 1,98,324 22,07,316
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17. Market Volume – Equity Vs. Options…
Equity Market Turnover Option Market Turnover
Day
(Rs. In Cr.) (Rs. In Cr.)
3rd July 2012 10,363 62,987
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18. Market Volume…
Who will get more fishes ?
A person who is fishing at lake ?
Or a person who is fishing at sea ?
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19. The Bigger Cake.. The Bigger Bite
Where is more opportunity of earning?
In lake or in sea ?
In 2,00,000 Cr. Market or in 27,00,000 Cr. Market ?
Which cake’s bite is bigger ?
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20. Research and Options Products
Only 1% or 2% of your clients are trading as per member’s
research but because of this research, equity traders are getting
attracted to that member
Same as.. If we have various option strategies then all the option
traders will be attracted to us.
And automatically we will be in the market with daily volume of
Rs. 60,000 Cr… The Bigger Cake… The Ocean…
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21. Please Note…
In this dull market scenario Options Volume are generated only by
Arbitrageurs and FII's mostly as DII's are restricted.
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22. What FIIs needs ?
FIIs also needs the smart people in derivatives market
If you have Options strategies then you can also attract the FIIs to
work with you.
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23. The New Era of Options
Every Bull Market Brings new things to market
Next Bull Market will be very much dedicated to Options
Options are going to get introduced in Commodity section too
very soon
NSE will introduce VIX Future and VIX Options very soon
Again… Knowledge about this section will be required
Brokers with advanced knowledge will be winner in next bull
market
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24. The Next Generations of Options
Currently, We are trading in plain vanilla options
The Next Generations are binary options or barrier options
So, first we have to understand plain vanilla options in depth
Then only we can move forward
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25. Do you know how price of an option Changes ???
Spot
Changes
Rate of
Strike
Interest
Option Changes
Changes
Price
Changes
Time to
Volatility
Maturity
Changes
Changes
It requires knowledge of Option Greeks to evaluate the impact on Option Price
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27. Actually Risk is only for 127 shares.
Position is only 127 shares Long.
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28. Option Greeks are like a Thermometer
It shows degree of risk in your portfolio
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29. Option Greeks measures the risk of Option Portfolio
Vega
Delta
Theta
Gamma
Rho
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30. A trader, who knows Option Greeks can identify the
Opportunity in Option Markets very easily
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31. Option Price changes due to change in Spot or Change in
Volatility or both
We should be
in a position
to judge the
Volatility
Spot Price impact of
change in
Spot or Vol
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32. Option behaviour is completely different at starting of
month, middle of month and end of month
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33. Option behaviour is completely different for ATM, OTM
and ITM
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34. Boom
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35. How do we serve you in knowing Options ?
Provide you Basic and Advanced Option Greeks Knowledge
Standard and FinIdeas Strategies
Practical Orientation of Option Course
Question Bank
Simple Language to Learn Complex Option
Discussion on Present Trading Methodology
FinIdeas Options Tool-kit
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36. How FinIdeas helps you ?
We will train your team in Option Greeks
We will give them revisionary webinar batches so that people will
be live after training also
Trading platform that should also be equipped with all the
strategies / Greeks / Option chain etc.
Complex Options. Simple Solutions.
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37. Complex Options. Simple Solutions.
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38. About FinIdeas
FinIdeas was founded with a goal to educate people in the field of Equity & Derivative
markets and provide them software which would give them an edge in trading.
We achieve this by focusing on constant enhancement of our knowledge base and
technological edge.
We are a team of young and committed individuals having diverse educational and
experience.
We are committed to an ambitious and forward-thinking culture and are always on a look
out for the next big opportunity.
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39. About us
Team working together since 2008
Team of Individuals having diverse Education and Experience
We deliver world class software and quality education to Stock
Markets traders and investors.
Focused on constant enhancement of knowledge and
technology base.
Ambitious and forward thinking culture.
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40. Vision
Software Segment
We intend to equip the Industry with the best real-time
softwares to analyse and trade in the stock markets. Our
vision is to develop software befitting the requirements of
all types of market participants like
speculators, arbitrageurs, hedgers and investors.
Education Segment
We intend to become the most preferred training Institute in the field of Equity & Derivative markets
with a focus towards practical sessions in simulated market environment using innovative
technologies. Our goal is to make people aware of risk and return prevailing in different segments and
ways to manage it effectively.
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41. Mission
We intend…
To become a benchmark product and service provider for Equity & Derivative markets
in India
To Identify Industry's trading needs, problems and provide solution related to it.
Each of our leaders brings in diversified experience from various fields of the above
segments. Our infrastructure and processes coupled with our sincerity and passion is what
makes us confident of achieving our goals and making our vision a reality.
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42. Why FinIdeas ?
Experienced Founders
Innovative Research
Options Expertise
Education Edge
Dedicated Development Team
Online Support
One Stop Solution
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43. Our Softwares..
VolHedge FinGraph EasyRMS
• Online Options Greeks • Think it, Plot it • Manage Risk , the Easier
Management Tool way
FinExcel FinTester
• Export to Excel • Test your Strategies
FIST FinSimulator FinBroadcaster
and many more to come.. 43

44. Our Esteemed Clients…
Continue….
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45. Our Esteemed Clients…
and many more…
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46. Benefits from FinIdeas Courses
Application of Options Knowledge to Stock Options, Currency Options &
Commodity Options
FinIdeas Study Material
FinIdeas Option Calculator
FinIdeas Option Excel Sheet
FinIdeas Greek Option Excel Sheet
FinIdeas Live OI/PCR Sheet
Virtual Class for solving Auto Generated Questions
Course Certification
Free software usage for One Month on completion of Training
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47. Dharmesh
Mr. Shailesh B. Shah: +91 93749 85600 Shailesh.Shah@finideas.com
Web site: www.finideas.com || E-mail: info@finideas.com
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