Strategies used in

Derivative Markets

Presented by
Aradhana Agarwal
 Company Background
• Balance Equity started in 2000
• It has 18 branches all over India
• Believes in Transparency
• High level of Service Commitment
Introduction to Derivatives
commenced in India in June 2000 after SEBI’S
Approval
Investor in the market can be Institutional investor &
Retail investor
helps to transfer the risks
help in discovery of future as well as current prices
PARTICIPANTS IN THE DERIVATIVES
 Supply side and Demand Side
 Hedgers
 Speculators
 Arbitrageurs
Derivative Products
Future Contract
Forward contracts
Exchange-traded V/S OTC
Options
Swaps
Participants in Options
Buyers of calls.
 Sellers of calls.
 Buyers of puts.
 Sellers of puts.
Strategies
There are various strategies used in Derivative
markets,

Some of them used by the clients are explained as

follows:
Bull Strategy – Bull Call Spread
 
Bull Strategy – Covered call / Buy Write
Bull Strategy – Protective put
Bear Strategy – Long Put
Activities on the Job
Medium Between the client and Remisier
Follow-ups for acquisition of new clients
Motivating the staff for team work
Follow- up for settlement
Activities on the Job
Planning & organizing for the seminar
Preparing on the contents of the presentation
POP & POD
Conducting of the seminar
Case Study
How we managed to Convert a Prospect in our Client
How my manager managed a critical Situation
Key Learning's
Knowledge about the investors needs
Handling of Critical Situation
Auction cycle – maximum limit – 20%
Profiling of client
Team Work
THANK YOU