Investyadnya

We are a Financial Research & Education company with vision of providing Transparent, Unbiased and Simple financial knowledge to retail investors. We have created these portfolios with complete focus on retail investors. Our portfolios are Fundamental Based which helps in long term wealth creation.search

Fundamental

Quality

Investyadnya

Fundamental

Quality

Managed by

Gaurav Jain

13+years experience

Research team with average 10+ yrs experience in Financial Markets. We create fundamental Analysis based portfolios from long term perspective with transparency

Popular smallcases by Investyadnya

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EV & Green Energy Portfolio

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A Multicap Electric Vehicles & Green Energy focused portfolio

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Student & Early Earner portfolio - Yadnya

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Small denomination model portfolio using which an investor can start building stock portfolio

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Value Portfolio - Yadnya

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A Techno-Fundamental Based Value Investing philosophy driven portfolio for Moderate Risk Investors

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All Seasons ETF Portfolio

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A multi-asset & hybrid ETF portfolio

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Small & Midcap - Yadnya

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A High Quality Small & Midcap Stocks based Portfolio with Low Downside risk

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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

We offer various portfolios with the theme of strong fundamentals & low downside risk. Three Risk based Consumption Oriented Portfolios - Conservative, Moderate & Growth.

If you believe in India's consumption story, then these portfolios are for you. Focus is on buying high quality companies with low downside risk. Investment horizon on these portfolios is min. 7 years.

Value Portfolio - A Techno-fundamental portfolio which cherry picks high quality business with low current valuations.

This portfolio focus on Quant based fundamental analysis models with sharp eye on their current valuations.

Small & Midcap Portfolio – A pure fundamental based Small & Midcap portfolio with the eye on catching some multibaggers in small & midcap space by minimizing downside risk.

SIP Portfolio – Strong Fundamental based portfolio with primary focus on consumption theme. Portfolio is made in such a way that you can buy the entire portfolio with Max. 20k/month.

Student and Early Earner Model portfolio - Small denomination model portfolio using which an investor can start building his/her stock portfolio at an early age.

We believe that when we invest in a business, we should invest as a shareholder and not as a trader. We select the high quality businesses with low downside risk. We focus on these 5 factors while selecting the business –

1. Enterprise – Understanding Company’s business model. Analysing 4Ps of marketing.

2. Industry – How is the expected growth in the industry?

3. Governance – How is management, Shareholding trend, Reviews & news

4. Financials – 10 year historical Growths, Debt, ROCE, ROE

5. Valuation – Valuation analysis with long term perspe

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