PLASMA:
Options Wealth Platform

PLASMA's technology enables wealth & asset managers to scale option overlay strategies like covered calls across 1,000s of accounts.

Explore Use Cases Explore Features Request Demo

Introducing PLASMA by Yayati

A wealth-centric Options Overlay SaaS platform streamlining the research, construction & portfolio management of option strategies in managed accounts.

Pilot Launch: April 2025

Link Clients & Models

Link client SMAs via our custodial feeds, and let PLASMA seamlessly construct overlay sleeves for your option strategies.

Build Option Strategies

Research & build rules-based option overlay strategies tailored to income, risk & growth objectives – with option selection optimization.

Overlay Management

Systematic trade generation for option rolling & overlay drift rebalancing, with real-time monitoring & alerting across the entire trade lifecycle.

The triangle of challenges with scaling options strategies today.

Today, wealth portfolio managers using options have 3 "options": manage them in-house with excel/custom-built systems, use option-based ETFs or structured notes, or outsource to 3rd-party managed solutions. Each approach has at most 2 of 3 key ingredients (compromising on at least 1):

Time Savings for Advisor/PMs

PLASMA automates strategy research & portfolio management

Custom for each Client

PLASMA supports construction of innumerable option models

Accessible for all Clients

PLASMA does not discriminate on client account size

Time Savings for Advisor/PMs

PLASMA automates strategy research & portfolio management

Custom for each Client

PLASMA supports construction of innumerable option models

Accessible for all Clients

PLASMA does not discriminate on client account size

All 3 are required to scale option strategies in SMAs – with PLASMA it's now possible

How do you find the needle in the haystack?

NVDA options are available in 20+ tenors, each with 175+ strikes. With 4 options per strike (buy or sell a call or put), that's 14,000+ single options = 1+ quadrillion 4-leg combos.

PLASMA removes the headache by estimating the long-term performance of each unique option/combo along 3 dimensions – Income, Growth, & Risk – making it easy find the right option based on your long-term objectives.

Option challenges solved by PLASMA

Overwhelming # of combos

(big data challenge)

Solved by PLASMA

Interoperability

(tech integration challenge)

Solved by PLASMA

Trading & Monitoring

(manpower challenge)

Solved by PLASMA

Complexity (pricing)

(knowledge challenge)

Solved by PLASMA

Value explainability

(client communication challenge)

Solved by PLASMA

Personalization

(time sink challenge)

Solved by PLASMA

Ready to transform how you invest in options for your clients?

We are launching our covered calls pilot program in Q2 2025 and have room for additional participants. Please contact us for more information.