SEBI Reg. Investment Advisor

Download App

Help Center Pricing

Recent:

SEBI to introduce cross margin benefit between commodity index futures, underlying constituents futures

30 Jun 2021 Evaluate

SEBI has decided to introduce cross margin benefit between commodity index futures and its underlying constituents futures, a move that will reduce the cost of trading and boost liquidity in such products. The move is part of SEBI's effort to improve the efficiency of the use of the margin capital by market participants. To be eligible for cross margin benefit, SEBI said contracts belonging to index futures and underlying constituents or its variants will belong to the same expiry month or to the nearest expiry month and should be from amongst the first three expiring contracts only.

Cross margin benefit on the eligible positions will be entirely withdrawn latest by the start of the tender period for the constituent futures of the index or its variants or the start of the expiry day, whichever is earlier. Clearing corporations/exchanges can introduce cross margin benefit, after backtesting for adequacy of cross margin to cover Mark to Market losses (MTM) for a minimum period of six months. Initial margin after cross margin benefit should be able to cover MTM on at least 99 per cent of the days as per backtesting.

SEBI said in the event of a default by a trading member or clearing member, whose clients have availed cross margin benefit, the clearing corporation will have the option to hold the positions in the cross margin account till expiry, in its own name. Also, clearing corporation will have the option to liquidate the positions or collateral and use the proceeds to meet the default obligation. According to SEBI, exchanges or clearing corporations will have to enter into an agreement with the trading or clearing member clearly laying down the distribution of liability and responsibility in the event of a default.

Clearing corporations need to apply to SEBI for approval for the provision of cross margin benefit on the indices. The application needs to be accompanied by the backtesting data. Cross margining allows market participants to reduce the total margin payment required if they are taking two mutually offsetting positions. The move helps market participants transfer excess margin from one account to another. With regard to computation of cross margin benefits, Sebi said cross margin benefit of 75 per cent on initial margin may be allowed for eligible offsetting positions of index futures and futures of its underlying constituents or its variants. The extreme loss margin and market-to-market margin will continue to be levied.

About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

Fiduciary-first advisory model.
As SEBI-registered IAs, we are legally and ethically bound to act in the best interests of our clients. We do not sell or distribute any financial products. This ensures our guidance is 100% unbiased and conflict-free.
Deep fundamental research + robust valuation discipline.
Built on more than 15 years of equity research, our framework combines quality assessment, intrinsic value estimation, and a sensible margin-of-safety approach.
Process—not predictions.
We don’t rely on guesswork or market timing. Instead, we focus on asset allocation, risk management, and long-term compounding.
Technology + Human Intelligence.
We believe a combination of both is essential for investing success. We constantly innovate and upgrade in-house tools, financial X-rays, and portfolio analytics so that our team of analysts and advisors are equipped with the best.
Partner with Clients.
We follow a DIWM (Do-It-With-Me) approach where we partner clients in setting goals, financial planning, educating on our investing process and share decision-enabling resources transparently with our clients who retain control on execution.

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

Investing in stocks, mutual funds, debt, and gold
Quality-at-Reasonable-Price way of investing in stocks
Constructing Direct Stock Portfolios with Core, Booster, and Amplifier stocks
A Mutual Fund Portfolio that delivers consistent out-performance and meaningful diversification (low overlap)
Periodic review and rebalancing
Clear Buy-Sell-Hold, and Position-sizing frameworks

PROPRIETARY FRAMEWORK

Portfolio
Architecture >
Stock Picking.

Stop managing a collection of "tips." Access the ABC Framework to build a portfolio that survives cycles and compounds wealth.

Core for Stability

Booster for Alpha

Amplifier for Exponential Wealth

Build a Stress-Tested Portfolio.

Our Sapphire Advisory uses the ABC Concept to ensure you never have to panic during a market correction.

Core Stocks

STABILITY

Booster Stocks

GROWTH

Amplifier Stocks

ASYMMETRY

● Conflict-Free ● SEBI Registered ● 15Y+ Track Record

Access Sapphire ABC Strategy →

Limited Capacity for New Fiduciary Partners

SEBI to introduce cross margin benefit between commodity index futures, underlying constituents futures

MoneyWorks4Me Premium

Follow us at

MoneyWorks4Me

About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.

Name of the IA registered with SEBI:	The Alchemists Ark Pvt. Ltd.
Logo:
Trade/Brand Name of IA:	MoneyWorks4Me Investment Advisers
Brand Logo:
SEBI Registration Number:	INA000013323 Validity – May 16, 2019 – Perpetual
Registration:	Non-Individual
BSE Enlistment No:	1187
Address:	B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045
Compliance officer Details:	Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com Telephone: +919860359463 Address: Same as IA
Grievance Officer Details:	Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com Telephone: +91 98609 19463 Address: Same as IA
Principal Officer Details:	Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com Telephone: +91 91758 99463 Address: Same as IA
Standard Warning:	Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Disclaimer:	Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.