A common situation for a mutual fund distributor is fielding a call from an HNI client who notices a discrepancy between the bond yield they see in the financial news and the Interest Rate Futures price appearing on...
Consider an HNI client who has recently diversified their portfolio by moving a portion of their liquidity into a liquid mutual fund scheme and is now asking about hedging their interest rate exposure using T-Bill...
Consider a scenario where an HNI client, currently invested in a long-duration debt mutual fund, asks why the Interest Rate Futures (IRF) contracts they are monitoring are trading at a significant discount to the current...
A common situation for a mutual fund distributor involves explaining to an HNI client why their portfolio account shows a sudden debit after a shift in Interest Rate Futures (IRF) prices. Suppose your client, who has...
A regular client of yours, deeply invested in diversified mutual fund schemes, expresses interest in diversifying into debt derivatives to hedge his growing portfolio of government securities. He asks why the price of an...
Consider a client who holds a substantial portfolio of long-term G-Secs and expresses concern that rising interest rates might erode their capital value. You decide to introduce them to the concept of hedging via...
A common situation for a mutual fund distributor is managing the anxiety of an HNI client who has invested ₹50 lakh in a long-duration debt fund but fears a sudden spike in interest rates. While the client might suggest...
A common situation for a mutual fund distributor is dealing with HNI clients who hold substantial portions of their wealth in long-duration debt funds or G-Secs. When inflation expectations rise and the central bank...