Consider a scenario where a high-net-worth client, accustomed to the structured transparency of mutual fund schemes, expresses confusion about the pricing discrepancies they see in private forward agreements versus the...
Consider a situation where a HNI client, heavily invested in a large-cap mutual fund portfolio, asks you to hedge against a perceived market correction over the next three months. To protect their NAV, you decide to...
Consider a scenario where you are managing an HNI client’s long-term portfolio, which includes a substantial allocation to an accrual-based debt mutual fund. The client is worried that rising interest rates in the Indian...
A client recently asked me why their portfolio manager uses stock index futures to hedge a large-cap mutual fund scheme, specifically questioning whether these instruments are recent additions to the Indian financial...
A seasoned wealth advisor in Mumbai once told me about a client who questioned why forward contracts were suddenly being spoken about in the same breath as mutual fund portfolio hedging. The client assumed derivatives...