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Stellar Wealth

Stellar Wealth Partners Private Limited is a SEBI registered Research Analyst firm with focus on fundamental research based stock ideas. Our goal is to enable long-term wealth creation through a disciplined and focused approach to investing.

Quality

Growth

Stellar Wealth

Quality

Growth

Managed by

Gautam Baid, CFA

15+ years experience

More Details

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Gautam Baid, CFA, is Research Analyst at Stellar Wealth Partners Private Limited, a SEBI registered Research Analyst firm. He is also the author of the international best-seller on value investing, The Joys of Compounding. Previously, he served as portfolio manager at Summit Global Investments, an SEC-registered investment advisor based in Salt Lake City, USA.

Gautam is a CFA charterholder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar’s Learn From the Masters series.

Popular smallcases by Stellar Wealth

Stellar Wealth FlexiCap

Starts from ₹17700 for 1y

Blend of long-term compounders & shorter-term tactical bets. Recommended minimum pf size 5 lakh.

Starts from ₹17700 for 1y

Stellar Wealth Megatrends

Starts from ₹14160 for 1y

Stock ideas based on long-term structural growth trends. Recommended minimum portfolio size 5 Lakhs.

Starts from ₹14160 for 1y

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Frequently asked questions

FlexiCap: This is a collection of Value+Growth stocks which combines long-term compounders with shorter-term tactical bets like commodities, cyclicals, and special situations (demergers, merger arbitrage, promoter/management change). This ensures that the investor gets the advantage of stocks that would compound over the long-term, and is also able to take advantage of opportunistic company/sector situations from a 1-2 year perspective. Benchmark agnostic diversified stocks list of ~20-25 companies with no rigid market cap constraints.

The stock ideas are a mix of 'Value + Growth' and 'Megatrends'. Focus is to maximize return and minimize risk.

We follow a market cap agnostic and sector agnostic approach.

Disciplined selling would be a key area of focus for us. We look to protect investor capital by giving a sell recommendation on our stock(s) under 2 situations:

a. Company or industry fundamentals have started to deteriorate sharply

b. Valuations become absurdly high and are no longer justified by the growth prospects

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