About the smallcase
Just like Earth, this small case is full of life and energy, yet providing stability.
Predominantly a market cap agnostic portfolio (companies>500 Cr market cap) aimed at generating superior returns with high risk. Emphasis has been placed on identifying companies with quality management, strong fundamentals, conducive environment, potential for operating leverage and lower debt. The portfolio is largely stable with some amount of churn and suitable for investors looking for high appreciation in their wealth.
At times, portion of the portfolio can sit in cash through instruments like LIQUIDBEES.
Investors should however bear in mind their risk taking ability and asset allocation. Time horizon for investment is at least 3-5 years. Rebalancing of the portfolio may happen regularly depending upon the performance and the micro and macro factors. Ideal investment size should be in excess of 100,000 INR.
Happy Investing. Hope you enjoy the methodical process and journey of creating wealth.
Past Performance vs
Jun 6, 2021
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.
About the Manager
Gaurav has a rich experience of 2 decades in the financial industry in India & Singapore. He has worked with large Private Banking Institutions like Barclays Wealth and ICICI International Private Banking as a Private Banker and with IIFL wealth and ICICI Bank as an Investment Adviser. His core competency lies in client engagement, financial planning and identifying right set of products for the clients. Gaurav is a post graduate from Indian Institute of Foreign Trade, New Delhi (1998-2000). Currently he is working on his own as an entrepreneur and is registered with SEBI as an Investment Adviser