Investors with an existing portfolio
You hold stocks you believe in and want to earn income on them, or protect them, without selling.
About the firm
One specialty, taken seriously.
Desai Global Strategies is an advisory firm built around a single discipline: using options to shape risk and return on purpose. We don't run a fund or sell products, and we don't advise on everything. We look at derivatives quantitatively, trade by strict rules, and explain every recommendation in plain language.
Why we exist
Most investors either fear options or gamble with them.
Options are among the most precise tools in finance. You can set the exact price where protection starts, cap the most you can lose on a position, and choose how much upside to keep. Yet most people meet them in one of two ways: as lottery tickets bought on a tip, or as something too complicated to touch.
We started the firm to offer a third way. Every position is priced, every worst case is known before entry, and every trade has a written reason. None of it depends on predicting the market. It depends on measuring what the market is already pricing and deciding, calmly, whether that price is worth paying.
- Degree
- BA, Applied Mathematics · York University, Toronto
- Majors
- Quantitative Finance · Actuarial Science
- Certification
- CQF · Certificate in Quantitative Finance
Founder
Shrey Desai
Chief Investment Officer & Principal
Shrey trained as a quant. He holds a BA in Applied Mathematics from York University in Toronto, with majors in Quantitative Finance and Actuarial Science, and has earned the Certificate in Quantitative Finance (CQF). That background shapes the firm: options are priced with models, risk is measured before return is discussed, and every assumption is written down.
His own options trading, focused on large-cap technology and semiconductor names, is where the firm's rules come from: trade only in a cash account, cap every position at the premium paid, keep any single position under 20% of capital, and set the exit before entering.
He believes clients deserve to see what an adviser sees. That means the payoff diagram, the Greeks and the worst case, not just a ticker and a target.
Every client works with Shrey directly: the person who researches a trade explains it, sizes it with you and reviews it afterwards. His research centres on volatility, comparing what options imply with how stocks actually move, and feeds the firm's Insights notes.
Price it. Size it. Know the exit before you enter.
What we won't do
Five promises, written down.
The lines we hold with every client, whatever the market is doing.
We won't hide behind jargon.
If a strategy can't be explained in plain words, it doesn't get recommended.
We won't hide the worst case.
Every recommendation comes with its maximum loss, its breakevens and the scenario that hurts most, shown before you commit.
We won't size by conviction.
Position size comes from your risk budget. How much we like the idea has no say.
We won't use leverage you didn't ask for.
Our own trading runs in a cash account with no margin, and that is where we start with clients too.
We won't promise returns.
Markets don't make promises, so neither do we. We promise process, transparency and discipline.
Who we work with
Investors who want structure.
We work with accounts of US$100,000 or more.
Active traders who want a framework
You already trade options and want the discipline around them: sizing, exits, event risk and an honest review of what's working.
Holders of concentrated positions
A large stake in one company, perhaps an employer's stock, that you can't or won't sell but need to hedge sensibly.