The increasing volatility in the financial markets over the last few years has made managing your financial assets more difficult. Knowledge and discipline is required before making an investment decision in these markets.

We at OptiMix, bring that knowledge and discipline to investments in our portfolio management services; through a multi-manager process for long term consistent superior performance.

One of the biggest enablers for our portfolio management services has been the definitive role being played by technology. We ensure that our product offerings are delivered to our distributors with the same speed, efficiency and versatility that rivals a highly personalized experience.

The OptiMix Portfolio Management Services has a two-fold approach to achieve excellence in service and would endeavor to achieve sustainable competitive advantage by:

• Excellence in creating superior products
• Excellence in creating superior customer experiences

Multi Manager Portfolios

Multi Manager Portfolios is an investment solution that brings together a complementary set of portfolio managers, with the objective of providing consistent and superior long term returns. It is a diversified portfolio created by blending multiple portfolio managers, offered to investors as a single portfolio. OptiMix Premium Plus adds value and manages risk through an active investment process that tactically blends multiple portfolio managers. This enables it to take advantage of varied investment styles of the underlying managers and generate consistent performance that makes the most of secular, cyclical or fundamental divergences among several managers.

Active Risk Management

Active Risk Management (ARM) is an option available to investors in OptiMix Multi Manager PMS, that enables a modification of the risk and return attributes of the portfolio, through derivative-linked strategies. ARM will be implemented through an in-house process implemented directly using the equity derivative markets.

The 'Active Risk Management (ARM)' method would be used for managing risk, through the futures and options contracts and any other combination of assets in the stock markets. The ARM process is a strong blend of quantitative and qualitative factors. Evaluation of the need, timing and blend for the portfolio would be considered while implementing to the portfolio. This is amply aided by a well-defined quantitative model.

The ARM Process would enable the following:

Capital Protection

Capital Protector Strategies involve the use of index futures and options to be able to hedge the underlying portfolio from risks of capital erosion from unfavorable and unexpected market movements. For example, long puts can be used to hedge a portfolio from downside risks, while retaining upside potential. Collars can be used to create costless hedges against unexpected market movements.

Yield Enhancer

Yield Enhancer strategies involve using derivatives and arbitrage strategies to augment the returns of the underling portfolio. For example, Covered calls can be used to augment returns. Selling options across determined strike prices provides for the premium and the additional income yield.

Structured Products

At OptiMix we endeavor to create an investment solution using the equity derivatives markets to blend the 'right' risk return attribute for all possible combinations of market scenarios, risk tolerance and expected return.

Structured Products are instruments which are customizable in nature for the specific risk appetite and return requirements that the investor desires. A blend of the traditional instruments such as stocks and bonds with equity derivatives reduces the risk and offers the possibility of achieving higher returns. Quantitative models using financial engineering are some of the tools which are used to develop the structured product. The products tend to reduce the volatility of the returns and thus reduce the overall risk.

Structured Products specializes in the development and deployment of various "personalized" products in the portfolio management platform using equity derivatives.