A regular HNI client walks into your office in BKC, Mumbai, pointing at a terminal screen where Nifty futures are trading at a significant premium to the spot index. They ask if this is a free lunch, expecting you to...
A regular client in your office, who has been invested in a large-cap mutual fund for years, calls you with an observation after noticing a discrepancy between the Nifty spot price and the near-month futures contract....
Consider a HNI client who calls you, excited because they noticed a price disparity between the spot price of an index-linked asset and its corresponding futures contract. They want to know if they should jump into this...
A common dilemma for wealth managers in India occurs when a high-net-worth client asks about hedging their equity portfolio using either an Over-the-Counter (OTC) forward contract or a standard exchange-traded futures...
A common situation for a mutual fund distributor involves a client looking to diversify beyond traditional equity mutual funds into strategies that employ derivatives, such as those often found in specific SIF investment...
Consider a client who holds a concentrated equity portfolio and is intrigued by an arbitrage strategy suggested in a financial newsletter. They ask why the Nifty futures contract they are tracking is trading...
Consider a situation where a sophisticated HNI client notices a discrepancy between the Nifty 50 spot index and a near-month futures contract, leading them to ask if they can lock in a risk-free profit by shifting...
Consider a client in Mumbai who holds a portfolio of equity mutual funds and expresses interest in a Specialized Investment Fund (SIF) strategy focused on commodities or derivatives. When you explain that futures pricing...
Consider a HNI client who calls you, concerned that the Nifty futures contract they hold is trading at a significantly higher price than the spot index. They fear the market is rigged or that they are being overcharged...
Consider a situation where a high-net-worth client, who recently allocated ₹25 lakh to an arbitrage-based SIF investment strategy, asks why the fund manager’s returns aren't identical to the simple interest they see on...