Ashish Kacholia recent bets

Vijay Kedia recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

Banking Privately

Private sector banks and NBFCs have been growing rapidly and are seen as an integral part of the Indian financial system.
<ul>
<li>Since the initiation of banking reforms in 1993, old and new private sector banks have been giving tough competition to government banks</li>
<li>Private sector banks have outperformed their public sector peers in multiple parameters like growth of bank network, productivity measures like profit per employee, management efficiency, capital adequacy, asset quality and liquidity </li>
<li>NBFCs have also played a key role in the development of the infrastructure sector and in providing credit to customers in unbanked areas</li>
<li>NBFCs have been growing in the mortgage business as well, competing with commercial banks </li>
<li>Other secular trends like low credit penetration in India compared to other economies and low NBFC credit as percentage of GDP provides huge opportunity for NBFCs to grow</li>
</ul>
This smallcase comprises private banks and NBFCs that are an advantageous position compared to government banks, which have been suffering from low profitability and high amount of bad loans.

We’re SEBI registered research analyst creating Thematic & Quantamental curated stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone.

Windmill Capital

Fundamental

Technicals

Relative

Smallcase Keymetrics

Auto Tracker

India’s automotive industry has been a critical contributor to the growth of the Indian economy, besides facilitating the basic mobility of Indians. The auto sector also generates export revenues and supports numerous other MSMEs that operate in the auto ancillary and metals industry.&nbsp; <ul><li>The automobile industry in India is one of the largest and fastest-growing sectors contributing to 7.1% of India’s GDP.</li><li>India aims to double its auto industry size to ₹15 lakh crores by the end of 2024.</li><li>In terms of global rankings in manufacturing output, India is second largest in two-wheelers, seventh largest in commercial vehicles, sixth largest in passenger vehicles and the largest in tractors.</li><li>The automobile industry is poised for steady growth, driven by the rising middle-class population, increasing disposable incomes, and the government’s push for electric vehicles.</li></ul> This smallcase comprises automobiles, auto parts, batteries and tyre companies to allow investors to efficiently track and invest in the automobile sector.

The Dark Horse Pack

Smallcap Compounders

Smallcap Compounders, as the name suggests, we like picking stocks at an early stage and holding onto them for long! A portfolio that is well diversified between 8-10 sectors primarily in the manufacturing space. Direct beneficiaries of the massive infrastructure development that our country is going through.Innovating from India for the world, these companies are able to innovate in new age sectors like Electric Vehicles, Green Energy. The companies in this portfolio: <ul><li>Companies with hyper growth business prospects, serving out of India to the world.</li><li>Primary themes like china plus one and atmanirbhar bharat playing out.</li><li>Small scale of the companies ensures huge growth potential.</li><li>Market Capitalization of the portfolio companies is between INR 200 - 3000 Crores.</li><li>The portfolio remains slightly concentrated at 10-15 companies.</li><li>Systems for ensuring safety of margin to limit downside risk by only investing in undervalued stocks.</li></ul>

Wealth Creation through a strong fundamental research and disciplined investing.
Top performing research house!

Green Portfolio

BM Focused Small Cap

BM Top 10

•	Despite multiple headwinds at start of 2023, Indian markets delivered strong performance. However, with stretched valuations in small and mid-caps, some allocation in large caps can reduce overall volatility for one’s portfolio. •	BM Top 10 will comprise of 10 solid names, with an aim of outperforming the underlying benchmark Nifty50. •	A portfolio of high growth large caps to generate alpha, while keeping in mind the lower risks, makes it apt for new investors with limited risk appetite. •	Factors such as strong investor sentiments, lower inflation, expectations of steady to lower interest rates and higher economic growth can drive higher FIIs funds inflow into Indian Markets. The large caps are poised to be the beneficiaries of FII inflows, since FIIs generally prefer liquid large caps. •	With expected rate cuts and upcoming elections, we have designed the portfolio to benefit mostly from higher capex, discretionary spending and sector rotations to ride the multi-year upcycle in the Indian economy. •	The minimum investment in the smallcase that we recommend is INR 3 Lakh. This product is suitable for investors who are seeking: •	Investing in a concentrated portfolio of large cap stocks aiming to beat the Nifty 50 and an average mutual fund over a longer time horizon with lower volatility. •	Capital appreciation over long-term.

Basant Maheshwari Wealth Advisers LLP  offers portfolio management and Investment advisory services. The firm focuses on investing in companies which have predictable and consistent earnings and can typically generate above average earnings growth over longer periods of time. 


Basant Maheshwari Investing

Quantace FMCG Stars

Quantace's Preferred Picks in the FMCG Sector<ul><li>Stock Selection - A concentrated basket of 3-5 stocks selected from NIFTY FMCG Universe</li><li>Rebalancing - Rebalancing is done once every week</li><li>Performance - Historically has given a superior risk-adjusted return than the benchmark</li><li>Hedging - In times of extreme volatility, we increase our exposure to LIQUIDBEES or add exposure to instruments like GOLDBEES &amp; SILVERBEES</li><li>Since this is a Sector/Thematic Basket, you will be exposed to this Risk</li></ul> At Quantace, we understand that every investor's needs and goals are unique. That's why our FMCG Smallcase is NOT a pre-set Model Portfolio. Instead, we recommend working with a trusted Investment Advisor to customize the allocation of stocks based on your individual risk profile, ensuring that the portfolio is tailored to meet your specific financial goals. Please note that past performance can't guarantee future results, and it's essential to read the prospectus and consult with a financial advisor before investing.

Simplifying Investing using AI & ML Methods. We are Democratizing High-Quality Quant Investing for Retail that was once reserved for HNIs and Institutions.

Quantace Research

MULTICAP WONDERS 

<ul><li>This small case is a collection of companies experiencing revenue, earnings, cash flow, and margin growth along with positive momentum.</li></ul> <ul><li>In addition, only the companies experiencing an increasing return on equity and low debt to equity, and good liquidity are selected.</li></ul> <ul><li>This small case also considers the forecasted revenue, earnings, and cash flows during the stock selection process.</li></ul> <ul><li>Generally, growth companies reinvest their earnings and do not pay dividends. Fast-growing businesses and rising earnings allow them to command high valuations.</li></ul> <ul><li>The portfolio will be monitored every week however rebalancing will be done when the need arises to generate relatively higher returns by assuming the least possible risks and the investor will be intimated about rebalancing via email.</li></ul> <ul><li>Chat with us if you know have any queries/doubts-&nbsp;<a href="https://wa.me/message/ORB5XR3R7LJ4J1" rel="noopener noreferrer" target="_blank">https://wa.me/message/ORB5XR3R7LJ4J1</a></li></ul>

Marketgoogly is a financial advisory and tech-based investment platform with simple goals such as spreading financial literacy, simplifying investing, and long term wealth creation. We believe in making investing rewarding and offer a range of financial services like Financial Planning, Personal finance, Equity, Mutual fund, and alternative investment advisory services.

Marketgoogly

Value Investing Smallcase

The Value Investing Smallcase is a diversified smallcase based on the principles of value-investing. The strategy completed 4 years on Aug 1, 2022 and has been available on <a href="https://aurumcapital.in/" rel="noopener noreferrer" target="_blank">https://aurumcapital.in/</a>. <ul><li>This is a diversified smallcase comprising of 15-20 stocks with emphasis on risk mitigation and sector-allocation adherence.</li></ul> <ul><li>The founders have endured multiple bull and bear markets and have a combined experience of about 5 decades in value investing. The focus is to create long-term wealth and work towards the financial freedom of subscribers. We also focus a lot on behavioral aspects of investing and focus on process.</li></ul> We will be looking at following opportunities for investment in this strategy.<ul><li>Value+Growth at a reasonable price</li><li>Turnaround Opportunities</li><li>Mispriced Bets</li><li>Cyclical/commodity Stocks</li><li>Special Situations</li></ul> <ul><li>We look at companies with good corporate governance practices, and sustainable balance sheets and which have survived past downcycles.</li></ul> <ul><li>Our founders have done extensive dissemination of knowledge in investing. Please visit <a href="https://aurumcapital.in/blogs" rel="noopener noreferrer" target="_blank">https://aurumcapital.in/blogs</a> for details.</li></ul> <ul><li>Recommended investment of &gt; 7 lakhs in the portfolio (lumpsum or over a period). This is not advise but purely to convey for the fees to make commercial sense. How much to allocate is purely investor decision and discretion.</li></ul> <ul><li>Aurum Capital provides only company research under Research Analyst services. Please consult your Investment Advisor before making investment decisions.</li></ul>

Aurum Capital is a SEBI registered Research Analyst firm. Aurum Capital founders have close to 5 decades of experience in Indian and International equities. 

The rich industry experience helps us understand companies, the complexities of businesses, and the tipping points that make or break companies. Our research is not limited to number crunching, but going beyond this and doing scuttlebutt research. 

The founders have a deep understanding of the market, business, and economic cycles and are considered premier authorities on this subject in the Indian market. The founders regularly appear on Indian Business Channels and Newspapers.

Aurum Capital

Omni Bharat Defence

RATIONALE:<ul><li>At $73 billion, India has the third largest defence budget in the World. (Source: Stockholm International Peace Research Institute).</li><li>The DPEPP 2020 plans to raise the domestic production from INR 80,000 crores to INR 175,000 crores and exports of INR 35,000 crores by 2025.</li><li>This curated portfolio provides exposure to defence companies with strong technology moats such as torpedoes and missiles, aircraft carrier, fighter jets, submarines, electronic systems, etc.</li></ul> VIDEOS:<ul><li>For regular updates subscribe to&nbsp;our YouTube Channel&nbsp;<a href="https://tinyurl.com/5brfbxwt" rel="noopener noreferrer" target="_blank">https://tinyurl.com/5brfbxwt</a></li></ul> NOTE:<ul><li>LUMPSUM: To get maximum benefit from this investment, start with a lump sum of INR 5 Lakhs.</li><li>SIP: For a lower starting amount, do an SIP of INR 10K per month.</li><li>Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.</li><li>To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz.,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603a" rel="noopener noreferrer" target="_blank">@OmniScienceCap</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603c" rel="noopener noreferrer" target="_blank">@OmniScience_IN</a>&nbsp;Twitter handles,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603e" rel="noopener noreferrer" target="_blank">@OmniScience Capital</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76040" rel="noopener noreferrer" target="_blank">@OmniScience smallcase</a>&nbsp;LinkedIn pages,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76042" rel="noopener noreferrer" target="_blank">@OmniScienceCapital</a>&nbsp;page on Facebook and&nbsp;<a href="https://www.instagram.com/omnisciencecap/" rel="noopener noreferrer" target="_blank">@OmniScienceCap&nbsp;</a>handle on Instagram.</li></ul> DISCLAIMER:<ul><li><a href="https://tinyurl.com/msmcene9" rel="noopener noreferrer" target="_blank">https://tinyurl.com/msmcene9</a></li></ul>

A Global Equity Specialist founded by IITians with a combined experience of more than 40 yrs. OmniScience uses Scientific Investing to create SuperNormal Portfolios to ‘Enhance Safety, Enhance Growth, Enhance Returns’

Omniscience Capital

MAHURAT 2022 STAYVAN

#STAYVAN ke saath har week nivesh, life mein dega sub kuch vishesh aur banega BHARAT shrest. <ul><li>This smallcase has 8 independent stocks from from all our 4 smallcases from different sectors and different market cap.</li></ul> <ul><li>Reach lumpsum investment above Rs. 1,00,000/- and then on each SIP invest 3% of the capital investment or Rs. 3000/- whichever is above.</li></ul> STAYVAN's SIP unique strategy explanation : <ul><li>Averages buy on Price and not on time. Thus, your buying entry shall always be cheaper than your previous buy. Thus the re-balance could occur the next day or after an infinite period but only when the prices hit a lower trigger price to average buy.</li></ul> <ul><li>Books profit at higher levels of the buying done at lower levels. It books profit and also generates cash for compounding of capital for the long term.</li></ul> <ul><li>Parks excess and profit booked funds into the balancer etf / stock / other instrument to provide diversification and also keep on generating returns on the investment rather than allowing it to lie as credit balance in the ledger without any returns.</li></ul> <ul><li>Designed to provide comparative better returns over a decent period of time. Short term investors should avoid investing in this smallcase.</li></ul> <ul><li>These are no financial or other advices regarding any investments. Re-balance actions are completely at investors discretion. Consult your financial advisor before investing. No services other than those prescribed by SEBI for registered RESEARCH ANALYST are intended or shall be provided. No refunds shall be made under any circumstances.</li></ul>

Dipen Shah with his more than 18 years of market experience has designed 20 strategies with 100% potential to outperform markets.

Stayvan

Elystar AI Largecap Alpha

Elystar AI Largecap Alpha portfolio offers a measured way to aim for alpha over Nifty 50 and Nifty 100 Indices while keeping the risk controlled. This is a long-term oriented portfolio.<ul><li>Universe: Stocks are selected from Nifty 100 Index. These are typically the stocks from NSE (India) ranked 1-100 when sorted by market cap (size) in decreasing order. As on July 21, 2023, the sizes of these companies ranged approximately from 60,000 Cr. to 17,00,000 Cr. INR.</li></ul>Several key elements are involved to aim for delivering alpha (excess returns than benchmarks mentioned above):<ul><li>Our proprietary AI-powered stock selection framework with an extensive computing infrastructure</li><li>Decades of stock price and fundamental financial data of listed companies</li><li>Expert guidance on identifying top stocks and building the best portfolios</li></ul>Various measures are taken to control risk (at the time of rebalancing):<ul><li>Monitoring for any news impacting the selected stocks in a negative manner for long duration</li><li>Not more than 10% is invested in any single stock</li><li>Not more than 30% is allocated to any single industry</li></ul>Note: Changes may be done at the investment adviser's discretion to navigate market risks efficiently while broadly adhering to the above policies most of the time.

We are a SEBI-registered investment advisory company that can assist you with planning for your various long-term goals like owning a house, children’s education, retirement, etc through mutual funds and public market investing.

Our specialty is that we recommend you well-tested and data-backed investment strategies built with explainable Artificial Intelligence (AI) thereby empowering you to achieve good results.

Elystar Investment Management 

ARQ Prime by Angel One

ARQ Prime is a long only equity portfolio. ARQ Prime recommends stocks for investment based on a set of rules, free from human intervention or human bias. In the world of investing - it is called "Smart Beta". ARQ Prime adopts the time-tested and proven rules for investing in stocks. ARQ scans all types of stocks to pick Winners: Value stocks, Quality stocks, High Momentum stocks, Growth stocks across marketcap. Index Beating Performance: ARQ has performed consistently through the midcap fall, NBFC crisis and even during the current COVID-19 Crisis. ARQ Prime is tested against the most challenging market conditions to deliver the performance driven results. Optimised Risk-Reward: ARQ Prime identifies the timing to enter and exit the markets. It’s strong risk management system cuts the losses early and allows profits to run longer be big, thereby maximising profits and reducing draw downs/losses The smallcase usually follows a weekly rebalance schedule. However, During times of volatility, There might be more rebalances as needed

Invest in ETF & Stock baskets with India's leading Fintech -1Cr users & 25 years of experience

Angel One

Dividend Aristocrats

For long-term investors, dividend returns are very important as they are an additional income that is earned over and above the capital gains earned by holding onto the stock.
<ul>
<li>This smallcase consists of companies that have increased their dividend payout consecutively for the last 10 years.</li>
</ul>
Stock returns consist of two parts--price return and dividend return. An investor can earn back a significant portion of the investment in the form of dividends, before selling the stock.

Handpicked PSU Gems

Samvat 2080: Mahurat Smallcap Picks!

This portfolio invests in SEVEN super picks for Samvat 2080, designed for long-term wealth multiplication.&nbsp; <ul><li>Invest in high-growth, small-cap companies poised to thrive in the evolving Indian manufacturing landscape.</li><li>Choose between a flexible 3-month or 1-year subscription cycle, but hurry – subscriptions are limited!</li><li>Our portfolio combines focus with diversification across 8 key sectors to reduce risk.</li><li>We plan to rebalance to secure profits and exit stocks when they reach target valuations.</li><li>The portfolio is designed specifically for new investors to give them confidence in the markets. Please note that this smallcap is suitable for top ups only.</li><li>Existing subscribers of Green Portfolio Smallcases should note that there will be some overlap with other smallcases.</li></ul>The SAMVAT 2080 smallcase has the best picks as per current valuations. Considering the recent market correction, this is a good time to add these stocks at current valuations.

All Weather Investing

All Weather Investing is a popular strategy that ensures your investments do well in good as well as bad times. This is a long-term investment strategy that you can use to build wealth over the years to come.
<ul>
<li>This smallcase invests in 3 asset classes--equity, debt and gold</li>
<li>The portfolio is rebalanced periodically to generate relatively higher returns by assuming the least possible risks</li>
</ul>
This smallcase is ideal for all types of market conditions. It will ensure that neither will your investment ship sink, nor will the investment flight soar to scary heights. What you will get here is a steady ride to help you meet your long-term investment goals.

Mi INDIA Top 10

Wright 🏭 New India Manufacturing

Anticipating diversified growth and harnessing India's transformation into a global manufacturing and innovation hub, our strategy aims to manage risk levels at par with the Nifty index. Let's ride the wave of potential growth together.<ul><li>Atmanirbhar vision and robust government policies: Wright 🇮🇳 New India portfolio is thoughtfully aligned with the Atmanirbhar vision, marking it as a strategic investment consideration. Expertly curated, the portfolio consists of stocks poised to benefit from robust government policies, including the Make in India, Profit Linked Incentives, and China Plus One initiatives.</li><li>All-round growth: With a well-diversified portfolio of 20-25 carefully selected stocks across various market capitalizations. The portfolio covers booming industries like infrastructure, pharma, fintech, renewables, and electric mobility.</li><li>Dynamic sector allocation: Wright 🇮🇳 New India's portfolio keeps up with the latest trends and announcements in key sectors. With a keen eye on innovation and sustainable growth, the portfolio covers a diverse range of industries, including infrastructure, pharma, fintech, renewables, and electric mobility.</li></ul>

Elevate your investing journey with our AI-powered robo-advisor! Leveraging quantitative research, factor modeling & machine learning, Wright Research empowers the right investments.

Wright Research is a SEBI registered investment advisor with one of the oldest momentum smallcase and balanced multifactor smallcase on the platform. With over 25,000 users who have trusted our methodologies & investments across smallcase, equity and mutual funds, Wright Research focuses on data driven decision making to select high quality stocks with the potential to outperform.

Wright Research

The PE List

Venture Capital funds and Private Equity firms invest in early stage or growth phase companies that show long – term growth potential.• These firms invest in companies which possess qualities such as innovative/disruptive technologies, competent management teams and well-developed business models. They also conduct extensive due diligence regarding the company’s business model, management team, industry dynamics, growth prospects, etc. before investing.• These firms usually take board seats and provide advice, support, introductions, etc. related to operations, strategy, and financial management of the company• This combination of funding and expertise usually results in good growth prospects for the investee companyThis smallcase consists of stocks in which PE and or VC firms hold high stakes.

Green Energy

This is a portfolio of stocks, which will get benefit from the energy transition. Energy transition refers to the global energy sector’s shift from fossil-based systems of energy production and consumption — including oil, natural gas, and coal — to renewable energy sources like wind and solar, as well as other sources like biofuels.&nbsp;Major Investment Rationales -Ø&nbsp;Things like solar panel installations, electric vehicle sales are at record highs.Ø&nbsp;ESG factors in Investing – Due to ESG factors in Investing, the energy transition will continue to increase in importance.Ø&nbsp;Renewable electricity is increasingly cheaper than any new power capacity based on fossil fuels, according to a report by the International Renewable Energy Agency (IRENA).Ø&nbsp;Climate change is set to be one of the top priorities for the world.Ø&nbsp;More than a hundred countries have&nbsp;joined an alliance&nbsp;aiming for net-zero emissions by 2050.

Niveshaay is a SEBI Registered Investment Advisory Firm with a Dedicated Research Team specializing in unearthing high quality undervalued stocks.  We focus on few high conviction stocks that exhibit chances to outperform and have out sized impact on the portfolio.

Niveshaay

Multi Factor Dynamic Quantitative Algo

Gulaq Gear 6

This portfolio follows a directional strategy that aims to consistently outperform the benchmark equity index while maintaining low volatility. It is a quantitatively managed fund that implements a systematic rule-based trading model to remove human subjectivity.<ul><li>Directional&nbsp;Strategy in Indian Equities</li><li>Systematic Rule Based Trading</li><li>Identifying Investible businesses in S&amp;P BSE 500</li><li>Agnostic to Sector and Market Capitalization</li><li>Identify stocks using a combination of technical and fundamental factors</li><li>Optimize the portfolio for maximizing risk rated returns</li><li>Allocate capital to equities on basis of market valuations</li></ul>

Estee Advisors Private Ltd. is one of the leading names in the quant-based investment management and execution service provider. 

Estee

Venture Capital Investor's Portfolio

The idea is to generate higher returns like a Venture capital by making an entry into fundamentally good businesses at an early stage.

WealthCulture is a SEBI registered research house with the mission of helping retail investors in their wealth creation journey through fundamental, data backed, actionable research. We want to create a mindset that enables retail investors to think like owners and not traders, a mindset that calls for discipline and patience and the culture of learning. Proud to be with you in this wonderful journey called investing!

Wealth Culture

House of Mahindra

Mahindra &amp; Mahindra (M&amp;M) was founded as a steel trading company in 1945. It subsequently forayed into the automotive industry by acquiring a license to assemble the iconic Willys Jeep.&nbsp; <ul><li>By the 1960s, the company had diversified into farm mechanisation and started manufacturing tractors. Currently, it is the largest tractor company in the world by volume and sells in over 50 countries.&nbsp; M&amp;M consolidated its hold on the Indian tractor market after acquiring Punjab Tractors (now Swaraj) in 2007.&nbsp;&nbsp;</li></ul> <ul><li>The company took the SUV market by storm by launching the iconic Mahindra Bolero in 2000, which was the highest-selling SUV for 10 years in a row.&nbsp;</li></ul> <ul><li>Today, the group operates across 22 different industries like automotive, farm equipment, logistics, financial services, defence manufacturing, etc. with a presence in 100+ countries, and 250,000+ employees and derives half of its revenues from abroad.&nbsp;</li></ul> <ul><li>The group’s listed companies have a combined market cap of more than Rs. 3 lakh Crore as of January 2023, and 2 of them are part of the Nifty 50 index.&nbsp;</li></ul> This smallcase will provide exposure to a diverse group of companies from the iconic Mahindra Group.

Value & Momentum

A mix of value as well as momentum can be an ideal combination when it comes to stock investments.<ul><li>This smallcase includes stocks that are undervalued compared to their peers, but have been attracting attention off late as evidenced by their recent stock price movements</li><li>These stocks have also earned higher than expected profits during the latest reported period</li></ul>Invest in this smallcase to get exposure to undervalued stocks that are witnessing momentum in their price.You can access the asset allocation version of this smallcase with better risk-adjusted returns <a href="https://www.smallcase.com/smallcase/value-and-momentum-asset-allocation-version-SCMO_0044" rel="noopener noreferrer" target="_blank">here</a>

Momentum Masters

<a href="https://cravingalpha.smallcase.com/smallcase/CRALMO_0006" rel="noopener noreferrer" target="_blank">Invest in this portfolio, paying only for days you stay invested at 0.16% a month</a> Invest in top performing stocks of the Nifty 500 with valuations as weights We usually base our hypothesis on the <a href="https://www.investopedia.com/terms/e/efficientmarkethypothesis.asp" rel="noopener noreferrer" target="_blank">Efficient Market Hypothesis (EMH)</a> implying all information is reflected in the price. However, if a stock moves in a direction not justified by available information we believe the market knows more, and hence buy rating is triggered on the stock (above fair value + standard deviation). Portfolios focusing on momentum investing tend to overreact during market corrections, we have tried to hedge our portfolio to volatility by using valuation metrics as weights.

Based in Kolkata, India's former financial capital, we are leveraging data science and modern financial theories to transform a multigenerational equity broking and trading business into a retail-centric boutique equity advisory firm with the mission of providing premium and professional services to retail investors

Craving Alpha

SenSage Shariah Small Cap

<ul><li>A socially responsible investment product that is attractive to faith-based investors who do not wish to invest in stocks that engage in activities that they deem to be against their beliefs.</li></ul>&nbsp;<ul><li>This small case meets the basic stipulations as commonly agreed and approved by contemporary Shariah scholars across the globe and is approved by ShariahCap Advisors LLP.</li></ul>&nbsp;<ul><li>Smallcap stocks are emerging stars of industry and offer the potential of multibagger returns albeit with high volatility. Suitable for investors with high-risk appetite.</li></ul>&nbsp;<ul><li>All investments will be withdrawn from the smallcase, which was shariah compliant at the time of making investments but subsequently became Shariah non-compliant whether on business or financial parameters or both. Such investments will be withdrawn within 60 days of the company being declared Shariah non-compliant. The change will be made at the time of rebalancing and reason for exit of the company will be indicated with reason (i) Shariah Reason (SR) or (ii) Other Reason (OR).</li></ul>&nbsp;<ul><li>Investment objective is long term appreciation.</li></ul>&nbsp;<ul><li>There is no expense ratio, no exit charges and fee is charged based on the assets of the client.</li></ul>&nbsp;<ul><li>For full compliance with shariah law investors are required to purge the prorata portion of interest income accrued on their holding of shares in a company.</li></ul>

 A perfect investment companion to realize your financial aspirations, SenSage offers holistic Islamic Wealth-Building as well as precise financial guidance for faith-based investors. From investing in equity, mutual funds and exchange traded fund to custom based goal including education.

The ideal combination of high-end technology and investment research expertise, SenSage secures your future by designing personalized shariah-compliant portfolios, risk profiling, combining apt assets and executing accurate timely changes. Being a value-oriented specialized SEBI Registered Investment Adviser, we generate and sustain your wealth ethically. 

SenSage

All-Weather - Balanced

Looking for long-term wealth creation? You&nbsp;need a core portfolio with 3&nbsp;key elements:(i) Optimum diversification,(ii) Low cost, and(iii) Superior risk-adjusted returns.&nbsp; Your eggs in different baskets. Diversifying your investments means you can maximise returns while minimising risk. This portfolio invests your money across multiple asset classes using Exchange Traded Funds (ETFs).&nbsp; Costs a fraction of the cost of other&nbsp;options. The more you pay for getting your money managed, the less you end up with for yourself. We use Noble Prize winning research to craft diversified portfolios using a passive investing approach. No blindly chasing hot stocks&nbsp;and risky investments. Simply tracking the market to reliably grow your money over the long term.&nbsp; Appropriate for investors with a moderate risk appetite. Maintain a fine balance between risky and less risky investments.&nbsp;

Rupeeting is an investment manager with a singular objective - to grow your money over the long term. We help turn your investments, no matter how small into your dream, no matter how big.

We recognise that "Rupee" is different for everyone; and that's where we come in. We offer a diverse set of investment opportunities for you to make the most of your money.

We follow time-tested investment strategies and apply expertise to invest your money at the right places. We don't just invest your money, we also explain everything we do. Our clients get courtside seats so they see their hard-earned money grow first-hand.

Rupeeting

APNA STAYVAN

#STAYVAN ke saath har week nivesh, life mein dega sub kuch vishesh aur banega BHARAT shrest. <ul><li>Trusted by over 10,000+ subscribers and growing by being no. 1 in under Rs. 2,000/- minimum amount investment category.</li></ul> <ul><li>This smallcase has 7 independent stocks all under Rs. 100/- market price from different sectors and different market cap.</li></ul> <ul><li>Reach lumpsum investment above Rs. 1,00,000/- and then on each SIP invest 3% of the capital investment or Rs. 3000/- whichever is above.</li></ul> STAYVAN's SIP unique strategy explanation : <ul><li>Averages buy on Price and not on time. Thus, your buying entry shall always be cheaper than your previous buy. Thus the re-balance could occur the next day or after an infinite period but only when the prices hit a lower trigger price to average buy.</li></ul> <ul><li>Books profit at higher levels of the buying done at lower levels. It books profit and also generates cash for compounding of capital for the long term.</li></ul> <ul><li>Parks excess and profit booked funds into the balancer etf / stock / other instrument to provide diversification and also keep on generating returns on the investment rather than allowing it to lie as credit balance in the ledger without any returns.</li></ul> <ul><li>Designed to provide comparative better returns over a decent period of time. Short term investors should avoid investing in this smallcase.</li></ul> These are no financial or other advices regarding any investments. Re-balance actions are completely at investors discretion. Consult your financial advisor before investing. No services other than those prescribed by SEBI for registered RESEARCH ANALYST are intended or shall be provided. No refunds shall be made under any circumstances.

PSU Stocks High Growth Low Valuation Strategy

Value Stocks Research team go through a stringent process of stock identification which includes the following steps:Step 1- The company must have substantial growth in top line and bottom line Step 2 - Growth at Reasonable Price (GARP). Not overpay for a good business and not buy a weak business at cheap valuations. Step 3 - Companies with moat or competitive advantage delivering growth consistently. For e.g. – whether it has a significant market share (Monopoly/duopoly) WHICH ARE THE KEY SECTORS / THEMES OF FOCUS? We select sectors periodically on the basis of sectors growth, momentum and inflow of investments.

We provide amazing portfolio strategies which give high return with low risk.

Value Stocks

Rising India

Invest in India’s growth story by investing in the companies which are part of Nifty Next 50 and Nifty Free Float Midcap 100. Suitable for Long Term wealth creation.The smallcase, therefore, invests in the following ETFs:<ul><li>Nifty Next 50 index represents emerging blue-chip companies having high growth potential and which are also potential candidates for inclusion in Nifty 50 in the future</li><li>Nifty Free Float Midcap 100 index is designed to measure the performance of 100 largest and liquid midcap companies from the Nifty Midcap 150 Index. Due to high growth potential, these companies can give higher returns at higher risk compared to large-cap companies</li></ul>

Current price is close to the real time NAV

Less expense ratio implies better returns over the long term

Expense Ratio

ETF has not been able to closely match its benchmark returns

Tracking Error

ETF has been generating better price return than bank FD

Return vs FD Rates

Not a good time to invest, ETF is in overbought zone

Entry Point

NIPPON INDIA ETF PSU Bank BeES objective is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the CNX PSU Bank Index

ETF	Tracking ErrorTracking Error	Expense RatioExpense Ratio	LiquidityLiquidity
Nippon India ETF Nifty PSU Bank BeES	0.08%	0.49%	High
Kotak Nifty PSU Bank ETF	0.10%	0.49%	High
ICICI Prudential Nifty PSU Bank ETF	0.19%	0.40%	High
HDFC Nifty PSU Bank ETF	0.48%	0.35%	Medium

Nippon India ETF Nifty PSU Bank BeES

Nippon India ETF Nifty PSU Bank BeES

NAV

Expense Ratio

Tracking Error

Return vs FD Rates

Entry Point

What are peers and why compare against them?

Peers & Comparison

Price Comparison