Castling Strategy

Castling Strategy – Our Core Offering

As multi-asset investments gain popularity in the global markets, Indian investors are catching up with this trend as well. But one of the main challenges faced by the investors is to understand how to tackle the unknown element owing to the newness of multiple hedging ideas in India.

At PWA, as your advisor and partner, our foremost objective is to ease your way into this exciting world of hedging strategies. Similar to a game of chess, hedging is all about protecting your investment and forecasting the future trajectory, before even making the first move. To safeguard the clients’ investments, PWA is delighted to present their proprietary core offering – the Castling Strategy.

As multi-asset investments gain popularity in the global markets, Indian investors are catching up with this trend as well. But one of the main challenges faced by the investors is to understand how to tackle the unknown element owing to the newness of multiple hedging ideas in India.

At PWA, as your advisor and partner, our foremost objective is to ease your way into this exciting world of hedging strategies. Similar to a game of chess, Hedging is all about protecting your investment and forecasting the future trajectory, before even making the first move. To safeguard the clients’ investments, PWA is delighted to present their proprietary core offering – the Castling Strategy.

Castling Strategy is a robust framework that identifies the underlying asset universe of each portfolio and designs actions through options to offset the risk to the core asset. This strategy aims to limit the impact of the volatility by opening multiple positions. This optimal diversification of the portfolio helps to negate the effect of any one asset going bearish, resulting in the overall portfolio performing bullish.

Though a good strategy is vital, PWA also understands the importance of looking at the big picture and being prepared for any eventualities. At PWA, the dynamic team responds proactively to the changing market conditions and stays ahead of the curve with their forward-looking approach.