First Global Finance Private Limited

First Global is the most trusted asset manager in India and globally with over 3 decades of experience and expertise in the investing business. At First Global, we deliver top-of-the-line investment performance, using our proprietary, game-changing FG ExoTech, the most advanced Artificial Intelligence & Machine Learning investment engine in the world, using a unique combinatorial Human + Machine approach. The First Global is globally regulated by SEBI in India, SEC in the US, FCA in the UK, and CIMA in the Cayman Islands. Please find the disclaimers for FG-HUM: shorturl.at/jBKMP

Fundamental

Factor Investing

First Global Finance Private Limited

Fundamental

Factor Investing

Managed by

First Global

30+ years experience

Ms. Devina Mehra Founder, Chairperson & Managing Director

She is one of the most respected names in the world of investing and research for 3 decades.

After setting up India's leading securities & research firm in the 90s, she spearheaded its global foray 1999 onwards making First Global the first Asian (ex-Japan) member of the London Stock Exchange & the NASD & setting up a truly global research team covering stocks across the Americas, Europe & Asia.

Quoted extensively in the Indian media as well as in The Wall Street Journal, Financial Times, Forbes, Business Week etc, she has called out major market turning points & was an early investor in HDFC Bank, Amazon, Apple, etc.

She is a Gold medallist from IIM Ahmedabad & Lucknow Univ.

Mr. Achin Agarwal Head, Quantitative Research

He heads the Quant Research, Artificial Intelligence & Machine Learning unit, leading a team of highly qualified mathematicians & engineers.

His research interests in Maths & AI, include deep learning, natural language processing, genetic algorithms, distributed computing & their applications in asset management.

He has an MBA from IIM Bangalore & B.Tech. in Computer Science from IIT Kharagpur.

Ms. Kavita Thomas VP, Research

With 20 years of experience in Equity Research, she was a part of the initial team at FG that set up a comprehensive global research product in early 2000s.

Since 2013, she has spearheaded the fundamental research & fund management team at FG. Her research has been featured in Wall Street Journal, CBS Marketwatch, Business Week, Barron's etc.

She has a B.Pharm. degree plus an MBA from Mumbai University where she topped the course.

Mr. Alok Kumar Product Specialist

With 17 years of experience in analyzing India & Global Markets, he was involved in the development & deployment of FG's ExoTech systems like Agreement in Motion (AIM)™ and Weight Watcher (WW)™

He has an MBA in Finance from Pune University & CTM from ICFAI, Hyderabad.

Ms. Devina Mehra Founder, Chairperson & Managing Director

She is one of the most respected names in the world of investing and research for 3 decades.

She is a Gold medallist from IIM Ahmedabad & Lucknow Univ.

Mr. Achin Agarwal Head, Quantitative Research

He heads the Quant Research, Artificial Intelligence & Machine Learning unit, leading a team of highly qualified mathematicians & engineers.

His research interests in Maths & AI, include deep learning, natural language processing, genetic algorithms, distributed computing & their applications in asset management.

He has an MBA from IIM Bangalore & B.Tech. in Computer Science from IIT Kharagpur.

Ms. Kavita Thomas VP, Research

With 20 years of experience in Equity Research, she was a part of the initial team at FG that set up a comprehensive global research product in early 2000s.

Since 2013, she has spearheaded the fundamental research & fund management team at FG. Her research has been featured in Wall Street Journal, CBS Marketwatch, Business Week, Barron's etc.

She has a B.Pharm. degree plus an MBA from Mumbai University where she topped the course.

Mr. Alok Kumar Product Specialist

With 17 years of experience in analyzing India & Global Markets, he was involved in the development & deployment of FG's ExoTech systems like Agreement in Motion (AIM)™ and Weight Watcher (WW)™

He has an MBA in Finance from Pune University & CTM from ICFAI, Hyderabad.

Popular smallcase by First Global Finance Private Limited

FG-HUM [First Global Human + Machine Model]

Starts from ₹6999 for 3m

Portfolio of 25-30 stocks, based on FG’s Human + Machine Model, to simplify your equity investing.

Starts from ₹6999 for 3m

Subscribe to First Global Finance Private Limited

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For First Global Finance Private Limited, you need to subscribe to each fee-based smallcase separately

Benefits of investing in this smallcase

Seamlessly place orders in 1 click
Get every quarter rebalance updates
Easily start SIPs for disciplined investing

Frequently asked questions

First Global - Human plus Machine model [FG-HUM]:

The FG-HUM is a game-changing offering for small and mid-size investors. It is a curated list of 25-30 stocks from India that simplifies your equity investing completely.

This portfolio is usually rebalanced every 3 months, although there would be occasional mid-quarter changes.

On rebalancing date, based on an in-depth analysis of micro and macro data, some stocks leave the basket and other stocks enter.

The engine that drives the portfolio is the FG ExoTech, that is First Global’s proprietary tech stack, which relies on a number of cutting-edge Machine Learning models, with an overlay of decades of human intelligence.

It is this model that has provided First Global with the very best performance in the Multi-cap Portfolio Management space since inception on both pure returns as well as risk-adjusted returns. The same model is now available to smaller investors

This combinatorial approach of Human + Machine helps identify stocks that are best positioned to capture nearly every single alpha-generating move in the markets.

The portfolio is not skewed towards any particular sector or market cap range. In fact, that is the beauty of the approach, that the portfolio is not restricted to any particular set of factors, stocks or sectors. The strategy is to remain flexible and open to portfolio changes without getting attached to the past.

First Global’s investment strategy is data and situation-based. They rely on the fact that flexibility is key to managing portfolios well, as no strategy works forever.

They adapt and marry these with zero-emotion risk management.

Risk Management and protecting investors' money is absolutely the cornerstone of their philosophy.

First Global's portfolio selection is based on their proprietary Human + Machine Model, the ExoTech.

They have a blended investment strategy which is designed taking into consideration multiple factors like Value, Growth, Price Movement, Valuation, Quality of Stock, Overall Market Dynamics, etc. Essentially, they have a bias-free approach to investing. Their Human + Machine Model is purely clinical. It doesn't storify investing.

Also, their strategy is one of taking a large number of small bets as opposed to the conventional strategy of taking a small number of large bets. As a result of this diversification, they have found that one can generate tons of alpha without adding proportionately to risk.

Avoidance of big losses is absolutely central to their investment process and philosophy, and Risk Management is the God they worship.

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