Mastering Market Structures: Underlying vs Derivative Assets for Advisors

Consider a HNI client in Mumbai who asks you to explain why their portfolio's G-Sec exposure is impacted by a sudden rise in interest rates, while their colleague’s interest rate futures position reacted quite...

Mastering Yield and Price Discovery in Debt Markets

A common situation for a mutual fund distributor is a client asking why their debt fund's NAV fluctuated despite the interest rate remaining constant. This often happens because the secondary market is constantly...

Navigating Primary and Secondary Markets in Client Portfolios

A common situation for a mutual fund distributor is a client asking why their liquid fund NAV fluctuates slightly, even when they assume the instruments inside are safe. They often confuse the process of how these...