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Stellar Wealth

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

Fundamental

Growth

Stellar Wealth

Fundamental

Growth

Managed by

Gautam Baid, CFA

15+ years experience

Gautam Baid, CFA, is Founder of Stellar Wealth Partners Private Limited, a SEBI registered Research Analyst firm. He is also the Founding Creator at Chapter, a curation-based learning platform where he teaches 'The Discipline of Investing'. Gautam is 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 Megatrends Portfolio

Starts from ₹14160 for 1y

Invests in long-term structural growth trends. Recommended initial portfolio size 5-20L.

Starts from ₹14160 for 1y

Stellar Wealth FlexiCap Portfolio

Starts from ₹17700 for 1y

Mix of long-term compounders & shorter-term tactical bets. Recommended initial portfolio size 5-20L.

Starts from ₹17700 for 1y

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For Stellar Wealth, you need to subscribe to each smallcase separately.

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Frequently asked questions

Stellar Wealth offers two smallcases -

1) FlexiCap Portfolio: This is a Value+Growth strategy 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 portfolio of ~25-30 companies with no rigid market cap constraints.

2) Megatrends Portfolio: This strategy will focus on stocks within sectors which are in a long-term megatrend. Some of them include FinTech, Music Streaming, Electric Vehicles, Ecommerce, Digital Transformation, Cloud Computing, CDMO/CRAMS, Specialty Chemicals, etc. Benchmark agnostic diversified portfolio of ~25-30 companies with no rigid market cap constraints.

The products 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.

Our smallcases may also invest in top Nasdaq listed companies via available ETFs. Clients would get exposure to Amazon, Facebook, Netflix, Apple, Microsoft etc via those ETFs.

Disciplined selling would be a key area of focus for us. We look to protect investor capital by exiting stocks 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

In the above cases, we may exit stocks, and hold the corresponding percentage of the portfolio in stable Liquid ETFs such as 'Liquid Bees'. Once an opportunity arises, we will deploy the capital in stocks which meet our criteria.

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