Generate Additional Returns.
Without Additional Capital.
A systematic margin-enhanced strategy built on your existing equity portfolio. Deploy idle margin into high-liquidity futures and options without liquidating long-term positions.
Your equity works twice.
Pledge+ is a directional futures and options strategy that generates incremental returns using margin from an already-held equity portfolio.
Instead of deploying fresh capital, your equity holdings are pledged to create margin, which is then deployed into high-liquidity futures and options across commodities and indices.
Entering below ₹1 crore? See Pledge+ Mini - the same framework adapted for ₹50L capital with a commodities-only mandate.
Enhance portfolio returns without liquidating long-term equity positions.Four steps to put pledged margin to work.
Your existing equity holdings are pledged to generate margin - no need to sell.
A disciplined cash margin buffer (illustrative ~⅓ of capital, e.g. ~₹33L on ₹1 Cr) supports stability and risk absorption.
Margin is deployed into directional futures and options across diversified asset classes.
Strict position sizing, volatility filters, and drawdown controls applied on every deployment.
Why pledge equity for F&O margin.
Generate incremental returns without selling long-term equity holdings. Your portfolio works double.
Exposure across indices and commodities reduces single-asset dependency and correlation risk.
Futures and options allow rapid response to changing market conditions across asset classes.
Defined drawdown expectations (15–20%) with disciplined exposure controls and position sizing.
Built for the capital-efficient investor.
Already holds a substantial equity portfolio (₹1 Crore+ allocation)
Comfortable with derivatives and margin-based trading mechanics
Seeks enhanced returns without deploying fresh capital
Accepts moderate volatility and drawdowns of 15–20%
Capital should work twice.
“If capital is already deployed in long-term equities,
it should work twice.”
Pledge+ adds a second return stream on pledged equity. Disciplined sizing, diversified instruments, defined drawdown bands. Your long-term equity thesis stays intact.
Track record.
Audited performance data will be published once the strategy completes its first full reporting cycle. Until then, back-tested margin-utilisation results and live drawdown bands are available on request during a suitability discussion.
The August 2026 factsheet covers positioning, returns, and drawdown for the period. Figures are point-in-time and are not a projection; past performance does not indicate future results.
View the August 2026 factsheet (PDF)Common questions, answered.
Your existing equity holdings (stocks in your demat account) are pledged with the broker to generate margin. The shares remain in your name and continue to earn dividends. They are not sold or transferred.
A decline in pledged stock value reduces available margin. The cash buffer (sized per mandate, often ~⅓ of capital) absorbs such fluctuations. In extreme cases, derivative positions may be scaled down.
Pledge+ deploys into equity index futures and options (Nifty, Bank Nifty), commodity futures (gold, crude, natural gas), and volatility-sensitive setups across these markets.
Yes. Pledge+ is operated under Clearmind Consultancy Pvt. Ltd., a SEBI-Registered Research Analyst (Registration No. INH000025179).
Yes. Shares can be unpledged, though this may require reducing open derivative positions first. The process typically takes 1-2 business days.
The cash component is a risk buffer to cover mark-to-market losses, margin shortfalls from stock price declines, and exchange-mandated cash requirements for derivative positions. The amount is set per mandate relative to deployed capital.
There is no regulatory lock-in. However, the strategy performs best over a 12+ month horizon. Early exit may require unwinding derivative positions, which could impact returns.