CFA, CA
Providing derivatives based equity portfolio solutions since 2018
Downside protection. Consistent additional returns.
Begin a ConversationLow-cost, tailored derivatives strategies based on your portfolio and needs — for a solid defense, even in the worst economic conditions. No need to panic-check your portfolio at 3 AM anymore.
Retirement planning, wealth preservation, or funding your child's future — every layer of your portfolio built and managed with precision around what actually matters to you, your goals. Risk managed through intelligent diversification across asset classes, so no single storm can sink the whole ship.
Consistent across years — generating additional income on top of your portfolio returns through advanced index options strategies, using a margin-efficient structure. Why let your portfolio sit idle?
LEARN MOREProtection. Structure. Growth. Three disciplines converging to generate compounding returns, consistently.
How we generate consistent additional returns on your existing portfolio.
Many investors hold mutual funds, bonds, liquid funds, or ETFs that sit idle beyond their base returns. We apply a margin-efficient structure: pledge eligible holdings (per broker and exchange rules) and receive trading margin in lieu of your portfolio. Do not worry, your portfolio is 100% safe and secure.
We use the trading margin from your pledged portfolio to deploy subjective option selling strategies. Purely intraday, no overnight risk involved. Intraday risk capped at 0.5% of the portfolio size.
Need regular monthly payouts or would like to compound your capital for even better future returns? We got you! The monthly profit generated can be withdrawn*, or can be added back to your portfolio by purchasing even more equity stock or risk-free government bonds.
The power of consistent additional returns, compounded over time.
For illustrative purposes only. Past performance is not indicative of future results.
"Parth was the first advisor who didn't start by telling me what to buy. He asked what I was building towards. That changed everything."
"During the last correction, my protected portfolio fell 7%. My distributor-managed one fell 18%. Parth had told me this would happen before the fall."
"Three banks, three RMs, zero coordination. Parth found a ₹40 lakh insurance overlap and a tax structure costing us every year. Consolidated within a month."
"After my husband passed, I had seven accounts across four institutions. Parth spent hours just listening before suggesting a single change. No jargon, no pressure — just a clear plan."
"I used to check my portfolio six times a day. Parth built a plan I actually understood. Now I check quarterly — and my returns are better."
"We are both doctors. We refused to guess with our money. Parth showed us evidence — not opinions — and a plan with a defined downside."
Whether or not we work together, you will leave the first conversation with clarity. We respond within 24 hours.
If 80% of your net worth is tied to one entity, your family's future rises and falls with it. Here is how to diversify without dismantling.
January 2025
PMS, mutual funds, or AIFs? What each actually costs, does, and who it is for — without the jargon.
December 2024
The maths behind why goal-linked portfolios outperform return-chasing ones — and why the difference compounds over decades.
November 2024Per the SEBI Investor Charter Circular dated 2 June 2025 for Investment Advisers, we publish this summary of our commitment to clients.
To provide transparent, risk-aware, goal-based investment advice that consistently puts client outcomes first.
The full SEBI Investor Charter for Investment Advisers (including the standard format for monthly complaints data) is available on the SEBI website: SEBI Circular — 2 June 2025.