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 & options strategy designed to generate incremental returns using margin created 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.
Enhance portfolio returns without liquidating long-term equity positions.Four steps to enhanced returns.
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.
The case for margin-enhanced returns.
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+ creates a return-enhancement layer — disciplined, diversified, and risk-aware. Your long-term equity thesis stays intact while idle margin generates an additional source of alpha.
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.
Yes. Shares can be unpledged, though this may require reducing open derivative positions first. The process typically takes 1-2 business days.
A decline in pledged stock value reduces available margin. The cash buffer (sized per mandate, often ~⅓ of capital) is designed to absorb such fluctuations. In extreme cases, derivative positions may be scaled down.
The cash component serves as 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.
Pledge+ deploys into equity index futures and options (Nifty, Bank Nifty), commodity futures (gold, crude, natural gas), and volatility-sensitive setups across these markets.
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.
Yes. Pledge+ is operated under Clearmind Consultancy Pvt. Ltd., a SEBI-Registered Research Analyst (Registration No. INH000010098).
Unlock more from your existing portfolio.
Schedule a strategy discussion with the Clearmind team to understand if Pledge+ fits your portfolio profile and risk appetite.