Who is Shankar Sharma: Top Shankar Sharma Stock Picks, Investment Strategy & Learnings

Mr. Shankar Sharma, a celebrated financial analyst, brings a unique and unconventional approach to the stock market. His methods have garnered the interest and admiration of both seasoned investors and curious observers. Therefore, let’s understand together what stocks are included in the Shankar Sharma portfolio, top picks, and the methodologies he advocates through his stock selection process. 

Who is Shankar Sharma?

Shankar Sharma is a seasoned investor and esteemed financial analyst. He is a 60-year-old prominent figure in the Indian stock market. He is the founder of GQuant Investech, a renowned wealth management firm, and previously worked as the Managing Director of First Global, a notable financial services company. Shankar Sharma is widely recognised for his contributions to financial publications and appearances on television channels.

Graduated from the Indian Institute of Technology, Delhi, Sharma started working as a stockbroker in the early 1980s. In 1994, Shankar Sharma First Global was established, and subsequently, in 2015, Sharma ventured into GQuant Investech.

Sharma has earned praise for his exceptional stock-picking abilities and astute market trend analysis. He has made noteworthy investment calls, such as his early recognition of the potential in the Indian IT sector during the 1990s. Furthermore, he passionately advocates for investing in small-cap stocks, emphasising their growth potential.

Here are a few highlights of his noteworthy accomplishments:

• Earned the title “The Alchemist of Dalal Street” by Forbes magazine in 2007
• Recognised and featured in esteemed publications like The Wall Street Journal, The Financial Times, and CNBC
• Established First Global in 1994, a significant milestone in his career
• Departed from First Global in 2015 to initiate the launch of GQuant Investech.

List of Stocks in Shankar Sharma’s Latest Portfolio 2024

Here is the list of Shankar Sharma holdings as of March 30, 2024:

Note: A lot of these stocks were also a part of the Shankar Sharma Portfolio 2022. Moreover, these shares are from NSE and BSE.

Overview of Stocks in the Shankar Sharma Portfolio

Here is the overview of the Shankar Sharma top picks in 2024:

Valiant Communications Ltd

Valiant Communications Ltd. is an Indian manufacturer of communication equipment. It primarily serves power utilities and other critical infrastructure sectors. Its products include communication, transmission, time synchronisation, and even cybersecurity solutions. As of April 27th, the market capitalisation of Rs. 394 cr. and has delivered 240.19% returns in one year.

Vertoz Advertising Ltd

Vertoz Advertising Ltd. is a leading Indian ad-tech company founded in 2012. It uses artificial intelligence (AI) to provide data-driven marketing, advertising, and monetisation solutions. Its target audience includes digital marketers, advertising agencies, and digital media businesses. As of April 27th, the market capitalisation of Rs. 3,669 cr. and has delivered 249.31% returns in one year.

Adarsh Mercantile Ltd

Adarsh Mercantile Limited was founded in December 1984. In 1992, the Company relocated its registered office from Uttar Pradesh to West Bengal. Its primary operations involve trading commodities alongside investments in property and securities. As of April 27th, this small-cap company has a market capitalisation of Rs. 2,815 cr. The company has delivered 42.35 % returns in one year.

Brightcom Group Ltd

Brightcom Group Ltd is a global digital transformation solutions provider. It offers IT consulting, software development, and cloud computing services. With a strong presence in the US, Europe, and Asia, the stock has experienced significant growth, more than doubling in value over the past year. As of April 27th, the small-cap company has a market capitalisation of Rs. 3 cr. The company has delivered 54.58% returns in one year.

Ishan Dyes & Chemicals Ltd

Ishan Dyes & Chemicals is a manufacturer of dyes and pigments. With a strong presence in the Indian market and expanding operations abroad, it stands to benefit from the growth of the Indian economy and the increasing demand for dyes and pigments. As of April 27th, this small-cap company has a market capitalisation of Rs. 105 cr. The one-year returns are 22.66%.

Priti International Ltd

Priti International Ltd. is a leading Indian furniture brand specialising in contemporary and diverse designs for homes and businesses. Established in 2005, it has grown from a single factory in Jodhpur to a well-respected manufacturer. Its collection includes living room furniture, dining sets, bedroom furniture, office furniture, and home decor. As of April 27th, this small-cap company has a market capitalisation of Rs. 240 cr. The one-year returns are 13.01%.

Droneacharya Aerial Innovations Ltd

Droneacharya Aerial Innovations Ltd is a drone technology company offering mapping, photography, and delivery services. Although in its early growth stages, the company has become a significant player in the drone industry, capitalising on the rising demand for drone technology across various sectors. As of April 27th, this small-cap company has a market capitalisation of Rs. 379 cr. The one-year returns are 9.82%.

Shankar Sharma Investment in 2024 – Shankar Sharma Stock Portfolio

Shankar Sharma has recently added two new shares: Valiant Communications Ltd. and Vertoz Advertising Ltd.

Here is the graphical representation of the Shankar Sharma stock picks in 2024:

Shankar Sharma Net Worth Trend

Shankar Sharma has experienced tremendous growth in his net worth throughout 2024, with his net worth increasing from Rs. 99 cr. as of March 2023 to Rs. 77.4 cr. in March 2024. After research, Shankar Sharma’s name wasn’t reflected in the telecom company’s shareholding pattern from October to December 2023 as per the shareholding pattern. Thus, this showcases that Shankar Sharma picked fresh company shares during the January to March 2024 quarter, which has increased net worth.

Here is a breakdown of Sharma’s net worth trend in 2024:

• Dec 2022: Rs. 164.8 cr.
• Mar 2023: Rs. 99.0 cr.
• Jun 2023: Rs. 88.4 cr.
• March 2024: Rs. 77.4 cr.

Please remember that these figures are estimates and may not precisely reflect Sharma’s actual net worth, which could be higher or lower. Additionally, it’s crucial to understand that net worth is not synonymous with overall wealth; it simply represents the difference between the value of assets and liabilities.

Investment Strategy of Shankar Sharma

Shankar Sharma’s investment approach reflects the following key strategies:

• Emphasis on Long-Term Investing: He focuses on the long term to avoid short-term market fluctuations. He adopts a “buy and hold” mentality, prioritising the long-term growth potential of stocks rather than engaging in frequent trading.

• Selects Companies with Strong Fundamentals: Prefers investing in companies that have strong fundamentals, effective management, a well-defined growth trajectory, and a proven track record of profitability.

• Portfolio Diversification: Shankar Sharma underscores the importance of diversifying one’s portfolio by investing in a range of stocks across various sectors and industries. This strategy helps to mitigate risk and optimise potential returns.

Learnings from Shankar Sharma

Here are some of the key takeaways from Shankar Sharma’s investment approach:

• Emphasis on quality: Prioritising companies with strong fundamentals, effective management, and a competitive edge increases the likelihood of successful investments.

• Diversification: Spreading investments across different sectors and industries mitigates risk and maximizes returns by capitalizing on diverse growth opportunities.

• Opportunistic Mindset: Viewing market downturns as opportunities instead of sources of panic allows strategic buying at discounted prices.

• Patience and Discipline: Practicing patience, discipline, and avoiding impulsive actions, such as panic selling, yield favourable outcomes in the long run.

To Wrap It Up…

Shankar Sharma’s portfolio is a shining example of his remarkable prowess in the investment arena. Through careful selection, astute decision-making, and adherence to key investment principles, he has built a portfolio that has consistently delivered impressive results. 

Thus, by staying informed, adapting to market conditions, and remaining true to your investment principles, you can strive to build a portfolio that stands the test of time.

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