ABOUT
Ritwik Rai, a SEBI – Registered Investment Advisor, comes with over two decades of Equities Research and Advisory Experience. He holds an MA degree in Economics and an MBA in Finance, and has worked with several sell-side research firms. Ritwik believes he found his life’s calling in stock market research and wealth creation, which is why research and advisory have been his only professional roles and he has never held a role outside these realms.
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His research roles in the past have included top-down, secondary research areas such as Economics and Small/ Mid-Cap Equity Strategy, as well as in-depth sector specialisations and bottom-up stock picking in Consumer Staples and Media sector. Ritwik has covered international as well as Indian markets in his research career, and has worked in institutional as well as retail settings. His wide spectrum of stock market research and the range of clientele he has catered to through his career enable unique understanding of stock markets, equity strategy as well as customization of research for client needs.
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As an independent SEBI Registered Investment Advisor – since 2018 – his main area of focus has been to develop model portfolios that can help the small retail investor in their wealth creation journey.
WHAT WE DO
We are enablers in your quest for wealth generation through investment in equities. Led by SEBI-registered investment advisor Ritwik Rai (Regn. No. INA000011875), we shall help you achieve your long-term wealth goals. Our focus is on helping the moderately-sized, risk-neutral investor achieve their wealth goals via direct equity participation. We cater to clients who wish to invest more than Rs 25 lakhs in direct equity and who fit the risk and suitability criteria for our research products.
The retail investor’s greatest advantage is the size of their capital and the flexibility that the small size provides them. What distinguishes our investment style/ philosophy from most others is that our investment style places all investment fundamentals in conjunction with this advantage to make our decisions.
The smaller the size of capital, the greater is the number of opportunities that become "playable". We look for opportunities that the market brings forth for the small investor, and help our small, agile, alert investor participate in these opportunities, and move closer to their wealth creation goals.
OUR PRODUCTS
ABSOLUTE RETURN PORTFOLIO
The Absolute Return Portfolio is a model portfolio that takes into account general market conditions, specific sector outcome probabilities, and takes a balanced position with an objective to generate positive return in each quarter. While we state clearly that it is not possible to guarantee positive return, the key differentiator of the product is that its “benchmark” return is an absolute return rather than an outperformance/ underperformance versus a chosen benchmark index.
DHYAAN
Dhyaan constitutes largely of stocks that we think have a healthy probability of bringing in strong returns within the quarter. It would mostly be a subset of the Absolute Return Portfolio, but with differing weights. Like the Absolute Return Portfolio, the performance of the advisor will be evaluated on a quarterly basis, so that investors may be able to form a judgment about the suitability of the product to their objectives.
BAJIRAO
Bajirao is a product that seeks to utilize near-term disturbances in the market for the investor’s benefit. The product involves investment in cash equities as well as derivative instruments. The scrips chosen are consciously different from the Absolute Return Portfolio/ Dhyaan, as the holding period is much shorter (ranging from a day to a month).