Discipline vs Luck in Markets – A Case study on Market Timing
What would be the first question you, as an investor, think when you are looking to invest in markets? In majority of the cases, “Is it a right time to invest in markets now?” Some investors listen to positive market sentiment and invest, some others listen to negative sentiments and hold their cash, and the…
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Vivek Sharma
Decoding Smallcase Returns
There is no doubt that smallcase has revolutionized investing for retail investors using model portfolios. While there are multiple types of smallcase portfolios, it becomes a daunting task to analyze returns and choose a portfolio. Your returns are impacted not only by the performance of your portfolio but also fees you are paying, turnover and…
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Vivek Sharma
How to select the right smallcase portfolio?
How to select the right smallcase portfolio? While Technology has made investment advisory affordable, retail investors are increasingly shifting towards picking model portfolios / smallcases from the days of individual stock picking. There are 100s of smallcases available on the Smallcase platform. Hence, we are writing this article to help you in selecting a smallcase.…
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Vivek Sharma
Best Smallcase to invest
A Smallcase is a collection of stocks. The smallcases are constructed by SEBI registered investment advisors. These smallcases are typically updated either monthly or quarterly depending on the market conditions and the investment approach of investment advisors. Last few years have witnessed a huge interest towards equity markets from retail investors. They have started investing…
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Vivek Sharma
Quant Investing
Quant Investing Quant investing or algo investing has really picked up investors’ interest over the last couple of quarters. Simply defined, it is a systematic rule based approach to select stocks. The rules should clearly define the entry, exit points and also the size of each investment. For Example, you rank all stocks based on…
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Vivek Sharma
Best portfolio management services in India
Portfolio management service – often referred as PMS – can be availed by anyone who can invest a minimum of INR 50 Lakhs. There are two types of portfolio management services: discretionary and non-discretionary portfolio services. In discretionary PMS, portfolio managers take investment decisions on behalf of their clients. Portfolio managers manage funds independently. In…
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Vivek Sharma
A deep dive into Gulaq Gear 6 Portfolio performance
A deep dive into Gulaq Gear 6 Portfolio performance The story of Gulaq started in May 2020. We had spent years in building and refining our quant models for Gulaq portfolios. The algorithms have produced promising backtested results. It was in 2020, we have received a green signal to go live. Estee, the parent company…
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Vivek Sharma
What is an emergency fund and how to invest in it?
What is an emergency fund and how to invest in it? Have you ever observed something while buying a new vehicle? They always give you multiple keys. You may keep driving your vehicle with a single key for years, but one day you lost it somehow. Even when you have a vehicle with you, you…
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Vivek Sharma
3 Biggest Misunderstandings About Compound Interest
3 Biggest Misunderstandings About Compound Interest Compound interest is one of the most powerful forces on earth. It can do great things when used to create wealth. Understanding how compound interest works is an indispensable tool for living a wealthy life. This article will show you how to make sure that compound interest is always…
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