FidelFolio Investment

SEBI Registration No: INA000016056
Fundamental Long-Term Investing using new-age machine learning with human oversight - Holy Grail for extraordinary wealth creation
Quantamental
Fundamental
+3 more strategies
Quantitative
Growth
Quality

FidelFolio Investment

SEBI reg. No: INA000016056
Fundamental Long-Term Investing using new-age machine learning with human oversight - Holy Grail for extraordinary wealth creation
Quantamental
Fundamental
+3 more
Quantitative
Growth
Quality

Managed by

Kislay Upadhyay

Kislay Upadhyay

10+ years experience

FidelFolio Investments is an Equity Advisory Firm that invests in strategies devised by the powerful combination of machine learning and human supervision. We create long-term fundamental investment strategies scientifically, using proprietary Machine Learning (ML) algorithm.


Fidelfolio has been founded by Kislay Upadhyay. He is an experienced investor with over a decade of expertise. He has been involved in industry-defining working, working directly in small investment teams with industry leaders like Mr. Saurabh Mukherjea (Ambit Capital) and Mr. Sunil Singhania (Abakkus Asset Managers). He played a significant role in establishing the Coffee Can PMS at Ambit, introducing India’s first publicly launched rule-based investment product for mainstream active investing. The strategy has maintained an impressive ~20% CAGR since inception. Subsequently, he became part of founding team at Abakkus, contributing to investment research. Additionally, he gained experience in passive product construction at the National Stock Exchange’s Index team, the largest index creator in the country.


Kislay has made contributions to investment literature through his involvement in writing and researching India’s national bestseller investment book, "Coffee Can Investing" (2018). He also co-authored the report "The Big Call - Bubble in Quality" in 2019 and is a regular contributor to leading finance publications such as Economist, Business Standard, and Mint etc. As an active member of the CFA Society India, Kislay serves on the Public Awareness Committee. He is a frequent contributor to CFA podcasts and newsletters.


Kislay holds a CFA Charter, an MBA from IIM Lucknow, and a BE from VTU. He has also contributed to the "Artificial Intelligence in Financial Markets" program by NSE Academy.

FidelFolio Investments is an Equity Advisory Firm that invests in strategies devised by the powerful combination of machine learning and human supervision. We create long-term fundamental investment strategies scientifically, using proprietary Machine Learning (ML) algorithm.


Fidelfolio has been founded by Kislay Upadhyay. He is an experienced investor with over a decade of expertise. He has been involved in industry-defining working, working directly in small investment teams with industry leaders like Mr. Saurabh Mukherjea (Ambit Capital) and Mr. Sunil Singhania (Abakkus Asset Managers). He played a significant role in establishing the Coffee Can PMS at Ambit, introducing India’s first publicly launched rule-based investment product for mainstream active investing. The strategy has maintained an impressive ~20% CAGR since inception. Subsequently, he became part of founding team at Abakkus, contributing to investment research. Additionally, he gained experience in passive product construction at the National Stock Exchange’s Index team, the largest index creator in the country.


Kislay has made contributions to investment literature through his involvement in writing and researching India’s national bestseller investment book, "Coffee Can Investing" (2018). He also co-authored the report "The Big Call - Bubble in Quality" in 2019 and is a regular contributor to leading finance publications such as Economist, Business Standard, and Mint etc. As an active member of the CFA Society India, Kislay serves on the Public Awareness Committee. He is a frequent contributor to CFA podcasts and newsletters.


Kislay holds a CFA Charter, an MBA from IIM Lucknow, and a BE from VTU. He has also contributed to the "Artificial Intelligence in Financial Markets" program by NSE Academy.

Popular smallcases by FidelFolio Investment

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Logo of FidelFolio Neuro Equity Quant smallcase.

FidelFolio Neuro Equity Quant

FidelFolio’s ML series, bringing machine learning–based intelligence to long-term investing.

FidelFolio’s ML series, bringing machine learning–based intelligence to long-term investing.

Min. Amount
₹ 80,591
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FidelFolio Kangchenjunga Equity Quant

Above Avg. Risk | Small-Cap Focus | Shown Rapid Balance Sheet Growth in 5-years | Improving ROC(&E)

Above Avg. Risk | Small-Cap Focus | Shown Rapid Balance Sheet Growth in 5-years | Improving ROC(&E)

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₹ 1,10,826
3Y CAGR
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FidelFolio Everest Equity Quant

Above Avg. Risk | Small-Cap Focus | At least doubled Profit & CFO in 5-years | Above avg. ROCE

Above Avg. Risk | Small-Cap Focus | At least doubled Profit & CFO in 5-years | Above avg. ROCE

Min. Amount
₹ 3,28,349
3Y CAGR
Volatility
High
Logo of FidelFolio Shivalik Equity Quant smallcase.

FidelFolio Shivalik Equity Quant

Avg. Risk | Long-term | Compounds Profit & cashflow at 20%+ annually | Low Churn & Leakage Cost

Avg. Risk | Long-term | Compounds Profit & cashflow at 20%+ annually | Low Churn & Leakage Cost

Min. Amount
₹ 1,35,261
3Y CAGR
Volatility
Med.
Logo of FidelFolio K2 Equity Access Quant smallcase.

FidelFolio K2 Equity Access Quant

Tested smallcap agility capturing high-conviction outperformers

Tested smallcap agility capturing high-conviction outperformers

Min. Amount
₹ 33,769
3Y CAGR
Volatility
High
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