Curated portfolios by India’s most acclaimed investment advisors & analysts
Angel One has been at the forefront of offering a one-stop solution for any financial and investment needs of our clients. In line with this effort, we are excited to announce the launch of the smallcase Managers program.
On the Angel One platform, we have 10 smallcase managers empanelled including Angel One’s in-house research.
Like others, these smallcases are also curated by research professionals and reviewed periodically. What’s different is that these smallcases attract fees levied by the smallcase Managers for offering their research to you. While some managers levy subscription fees on individual smallcases, others levy on a package of smallcases. We will explore these nuances in the next section.
Save that, all other features of smallcases like Invest More, SIP, Rebalance, Manage, etc are available for free! Moreover, smallcases on Angel One come with no one-time charges (Rs. 100+GST).
Now that we’ve learned about what the offering is, let’s look at each smallcase Manager individually.
Led by Sonam Srivastava, Wright Research offers multi-factor investment strategies backed by quantitative research. Sonam Srivatsava comes with over 9 years of professional experience in systematic portfolio management and quantitative trading in teams at HSBC, Edelweiss & Qplum where she has built and handled large-scale portfolios & trading algorithms.
Investment Strategies: Quantitative, Factor, Momentum, Asset Allocation
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Capitalmind provides equity, fixed income, macro, and personal finance research for DIY investors.
Capitalmind is a Bengaluru-based portfolio management service. Deepak is the CEO and Founder of Capitalmind. He has over 20 years of experience in investing and the stock market. Prior to Capitalmind, he co-founded two start-ups (Agni Software and Moneyoga). Anoop manages Capitalmind Premium and runs the Momentum Portfolio in the Capitalmind PMS. He has worked as a Management Consultant with Kearney and has held leadership roles at Honeywell and Microsoft.
Investment Strategies: Momentum, Quantitative, Factor
Divam Sharma is the co-founder of Green Portfolio. He is a Chartered Accountant, holds an MBA from ISB, Hyderabad, and a Masters in Business Finance from ICAI. He has over 15 years of experience in investment management in stock markets and along with his partner CA Anuj Jain (Co-Founder), he comes from a family with 3 generations of successful wealth creation experience from stock markets. Under his leadership, Green Portfolio research has consistently been able to create high outperformance on all its portfolios.
Investment Strategies: ESQ, Quality, Fundamental, Value, Factor
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Windmill Capital has curated over 50 portfolios in just five years. In simple terms, Quantamental is simply a mix of quantitative and fundamental analysis. They use a mix of data and algorithms to help drive decisions along with the analysts’ experience to arrive at the best mix of securities. They use data, fundamental analysis, and mathematical models while assessing sectors, companies, and various asset classes. Windmill has created popular smallcases like All Weather Investing, CANSLIM-esque, Value & Momentum among others.
Note: While most of the Windmill Capital smallcases on Angel One are free (no subscription fees), nine of them attract a subscription fee. However, you can pay the fee for all smallcases curated by Windmill Capital in a single subscription instead of paying for each smallcase separately.
Investment Strategies: Quantamental, Value, Asset Allocation, Quality, Thematic
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Teji Mandi is a SEBI Registered Investment Advisor and Vaibhav Agrawal is the Chief Investment Officer at Teji Mandi. He has over a decade of experience in picking momentum & growth-based stocks. Vaibhav holds a Bachelor in Computer Science from the University of Pennsylvania and an MBA from London Business School.
Teji Mandi is a subsidiary of Motilal Oswal Financial Services. Two industry veterans serve as the company’s directors, namely, Mr. Raamdeo Agrawal, the Chairman of Motilal Oswal Financial Services, and Mr. Ajay Menon, CEO at Motilal Oswal Securities.
Investment Strategies: Factor, Growth, Fundamental, Quality
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Abakkus is an alpha-focused boutique asset manager in long-only strategies for Indian equities. Abakkus Investment Advisors (a division of Abakkus Asset Manager LLP) provides Investment advisory services under the brand Abakkus Smart.
Sunil Singhania is the founder of Abakkus and has a distinguished track record of over two decades in Equity Investments. Formerly, as CIO-Equities, he played an instrumental role in building Reliance-Nippon MF into one of India’s largest AMCs overseeing ~USD 11bn of equity assets. Abakkus currently manages over ~Rs 5,000 Crs of assets.
Investment Strategies: Fundamental, Value, Growth
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WeekendInvesting is a model portfolio research service that offers a DIY experience based on successful momentum portfolios. This logical and evidence-based investing is designed to be easy to implement even if you have no market experience.
Alok is the Founder of Weekend Investing and has been in the markets for 26 years, first as a member of the NSE for nearly two decades and then as the first advisor on the smallcase platform. He is a graduate of IIT Delhi and has a Master’s in Finance and an MBA degree from the University of Maryland.
Investment Strategies: Momentum, Asset Allocation, Quantitative, Technical
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Aurum Capital is a research analyst firm that aims to offer portfolios based on their rich industry experience, value investing, and multi-bagger ideas. Apart from the regular number crunching, the founders check the business, strategic direction, the competitive landscape, the governance process, the background of the promoters, turnarounds of each company that’s included in the portfolios.
Aurum Capital was founded by Jiten Parmar and Niteen S Dharmawat. The combined experience of the founding team is more than 4 decades in Indian industry in general and equity markets in particular. Jiten and Niteen have successfully waded through multiple bear and bull market cycles.
Investment Strategies: Value, Fundamental, Growth, Thematic
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Estee Advisors Private Ltd is a quant-based investment management advisor who offers investment strategies based on quant-based alternative investment products in Indian equity markets, using a well-defined analytics process undertaken by highly qualified finance and computer science professionals. Estee’s product, I-Alpha has not given a single negative return month since its inception in 2009
It was founded by Sandeep Tyagi in May 2008, when SEBI permitted Algo trading in India. Estee is a pioneer in building algorithmic investment and execution products and has a strong track record in the Indian capital markets.
Investment Strategies: Quantitative, Asset-Allocation, Factor Investing
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Now that you have had a detailed introduction to all the smallcase Managers on Angel one, it is time for you to choose smallcases that fit your investment goals and criteria and start investing with your Angel One account!
Disclaimer: This blog is exclusively for educational purposes and does not provide any advice/tips on Investment or recommend buying and selling any stock.
These are not an exchange-approved product and any dispute related to this will not be dealt on exchange platform..
Published on: May 5, 2022, 10:30 AM IST
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