Tikona Capital

Tikona Capital is SEBI Registered Research Analyst, specialise in Equity Model Portfolio, driven by in-depth research, to C-suite executives, Working professionals, High Net worth Individuals, Family Offices, Corporates and Institutions. Our services are driven by in-depth research, a professional network, and a firm conviction to deliver superior value to our clients.

Fundamental

Quality

Tikona Capital

Fundamental

Quality

Managed by

Sumit Poddar

20+ experience

Tikona Capital is SEBI Registered Research Analyst; founded by Sumit Poddar, who has more than 15 years of experience in Equities, Investments and Portfolio Management, working with top financial institutions of the country like Aditya Birla Sunlife Insurance Co Ltd, Star Union Dai-Ichi Life Insurance Co Ltd. and Tata Consultancy Services Ltd in various positions as Head of Equities, Fund Manager and Analyst. He has managed large funds (2,000+Crs) with varied sizes, objectives and multi-cap funds, delivering healthy returns as a fund manager and has rich experience tracking multiple sectors as an analyst. He is an All India CA Rank Holder and has Cleared CFA Level II.

Popular smallcase by Tikona Capital

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Young India Themes - Multicap Fundamental

Starts from ₹12000 for 1y

Select 15-25 Young Companies that have a significant opportunity to grow over their life cycle.

Starts from ₹12000 for 1y

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Frequently asked questions

Our products are driven by our investment philosophy of building LONG TERM WEALTH by investing in high-QUALITY businesses at reasonable relative valuations. Our products are built after due consideration to:

BUSINESS: Sector opportunity, growth drivers, profitability enablers, capital efficiency.

MANAGEMENT: Healthy Return on equity with low leverage, efficient capital allocation and Leadership to create differentiation.

VALUATIONS: Reasonable relative valuations giving due consideration to business dynamics and management quality.

We recommend select 15-25 stocks which are robust businesses generating healthy returns on equity and capable management to generate a superior risk-adjusted return for a longer tenure. Large Cap and a Muti Cap portfolio.

Our curiosity arises from : Wealth is created with TIME in the market rather than TIMING the market. As Jack C Bogle says, Time is your friend; impulse is your enemy.

We emphasize high-quality companies with the potential for long-term customer success. We are committed to achieving superior risk-adjusted returns because we believe risk management by elimination is essential to our investing strategy. We allocate capital only based on fundamentals and prefer to invest in firms focused on both value and growth.

Our investment philosophy is to build WEALTH by investing in high-QUALITY businesses at reasonable relative valuations that offer SUSTAINABLE and COMPOUNDED risk-adjusted returns with a concentrated exposure.

We are driven by Research, built with Networks and act with Conviction.

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