OptionSmart — Investment Products

AEGIS

A capital-first structured return series. Principal stays in debt. Only the interest is put at risk — inside your own trading account.

Protection at the core, upside at the edge

Your principal is placed in a debt fund and stays there for the full tenor — it is never exposed to options risk. Only the interest that fund is expected to generate becomes the working budget.

That budget is deployed into long-dated index options, sized and structured to match one of three payoff profiles. The entire sequence runs as a single systematic strategy inside your own trading account.

How it works

Allocate

Principal is placed into a debt / liquid fund for the chosen tenor.

Budget

Expected interest income becomes the risk budget — nothing more.

Deploy

Long-dated index options are bought and rolled within that budget.

Mature

Principal is returned; the options position sets the additional return.

Three variants

Aegis Bullish

Upside participation

Participates in index upside. Principal protected if the index falls.

Best for — a bullish view, capital-conscious investors.

Aegis Bearish

Downside participation

Participates if the index falls. Principal protected if it rises.

Best for — a defensive or hedging view.

Aegis Neutral

Two-sided participation

Pays out on a large move, either direction. No payout if the index stays range-bound.

Best for — investors expecting volatility, agnostic on direction.

Tenor

Set per variant, at allocation

Capital treatment

Held in debt fund for full tenor