Ritwik Rai (MA-Eco, MBA-Fin), SEBI - Registered Investment Advisor, has over fifteen years of equities research experience behind him, at notable firms like Kotak Securities and JPMorgan. His research includes top-down/ bottom-up approaches in stock-picking. He has served both institutional and HNI/ retail clients in prior roles.
A rupee saved can double in three, five, or fifteen years, depending on where you invest it. Investing in the Indian equities market doubles your money, on average, every five-six years (assuming market benchmark returns). Staying alert to opportunities, along with adequate regard for capital preservation, we believe doubling money, on average, every three-four years, is a realistic target for the smart small investor in the Indian market, and this is our objective. Based on fundamental research, we tell you where to invest, how much, and when to exit.
As pointed out by legendary fund manager Peter Lynch in “One Up on Wall Street”, the small investor has several advantages that the large mutual funds don’t. Being a small investor affords you an agility that is not possible with large funds - certain opportunities become infeasible to large money. We add the necessary elements of financial expertise and constant vigil to your money, to avail of these opportunities.
We are merely facilitators for investors with excess funds and scant time. Your money stays with you, in your account, and can be monitored all the time. What’s more, we keep you informed of every move made, and provide due rationale for it. You are safer when you know where your money is invested, and why. Separate Plans for Conservative/ Aggressive Investors Different risk profiles and attitudes require different investment strategies/ stocks selection basis. We have separate plans for conservative/ aggressive investors. Investors who are only looking to add some potentially big ideas (multi-baggers) to their portfolio will also find our services useful.
We believe in what we advise, and put our money where our mouth is. That is why every advise/ recommendation provided to you on a portfolio basis shall be followed by us as well - after your trade is executed.
You can hand over the entire legwork of your investing to us, starting from help with opening a trading account and understanding every move made in your portfolio. No matter which learning stage you are in, we will be helpful.
If you are looking to invest more than Rs. 20 lakhs into equities/ related products, call us at (91) 9930 53 8880/ (91) 22 25200163, or e-mail: invest@ritwikrai.com to know our investment philosophy, medium-term strategy, and products you can utilise in your investment journey.2
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