Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by Sampadha Research Desk.

Managed By

M.V.Narasinga Rao

SEBI Registered

INH200008006

Experience

15 years

Investment Strategy

Technical

Momentum +1

M.V. Narasinga Rao is the Founder and Chief Strategist at Sampadha, a SEBI Registered Research Analyst firm.

His Key role at Sampadha involves guiding clients in designing best financial plans, and reducing time in achieving their financial freedom and for clients who have already achieved financial independence, he assist in generating additional returns from their assets.

Worked with top brokers and has a Diversified background in multiple operations, distinguished for an entrepreneur mindset, problem solving, cross functional and bottom line oriented. Expert in transforming strategic plans to tactical initiatives for the organizations.

Prior to starting his firm, M.V. Narasinga Rao worked as a Senior Research Analyst and Portfolio Counsellor at Karvy Stock Broking Ltd and at ITI Financial Services Ltd, he served as financial Investment Consultant. He also worked with Ramoji Group. He was a guest for a Financial Markets Show on CVR News, CVR English, India Ahead and Suman TV. He is one of the Key speaker in many Investor Awareness Programs conducted by Karvy in association with SEBI, NSDL, CDSL, NSE, BSE, Eenadu and Sakshi.

He assists clients in holding high quality and strong stocks in their portfolios and has over 15 years of experience in financial services ranging from client acquisition, client relationship, financial planning, investment consultant, research analyst and trader.

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3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective

02

Subscribe

Subscribe to the portfolio to get access to the constituents and future updates.

03

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

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All your questions answered

Frequently asked questions

What are the products offered?

Momentum trajectory is a semi discretionary and quantitative strategy on large and mid-cap companies, This strategy screens stocks of large and mid-cap space, The objective of the strategy is long-term capital appreciation from a concentrated 15 stocks reviewed on monthly basis and evaluated on quarterly basis., The product or strategy will actively look for opportunities to achieve the objective of long term capital appreciation by suggesting stocks which are in strong uptrend and strong momentum, Stocks in downtrend are avoided, Monthly product and evaluated quarterly, Ideal investment size is Rs 75,000/-, For better performance subscribe for a minimum of 2 years, Mean Reversion is a semi discretionary and quantitative strategy on large and mid-cap companies, This strategy screens stocks of large and mid-cap space, The objective of the strategy is long-term capital appreciation from a concentrated 20 stocks reviewed on monthly basis and evaluated on quarterly basis., The product or strategy will actively look for opportunities to achieve the objective of long term capital appreciation by suggesting stocks which are in strong uptrend and strong momentum, Stocks in downtrend are avoided, Monthly product and evaluated quarterly, Ideal investment size is Rs 1,00,000/-, For better performance subscribe for a minimum of 2 years,

What is their investment philosophy?

Financial Markets especially Capital Markets always exhibit endless inefficiencies and anomalies, such prolonged price trends, blow off tops, panic bottoms, reversion to mean, and other repeatable patterns. Most of these opportunities i.e anomalies and inefficiencies are a result of behavioural biases (i.e emotional and cognitive) such band wagon, risk aversion, anchoring, over confidence, hind sight, endowment etc, Our Research PROCESS is simple and driven by reactive instead of predictive mechanism of markets. Our analysts team continuously screens and analyses markets, sectors and stocks in news to identify inefficiencies and opportunities., We have decentralized market research, analysis and decision making and centralized risk management. This enables to capitalize on a wide range of ideas and expertise while keeping risks under control with clear accountability., Risk is monitored and managed through thorough analysis of each investment or trade suggestion and, also at the total product level, through risk management analytics and overlay and tail-risk hedging., We don’t give up anything that much easily just because it is hard. We endeavor, adapt, evaluate and evolve our approaches, constantly look to optimize the opportunities and our strategies. We are excited and fond about our products and strategies and how they can add significant value to our subscribers.,

What is a smallcase ?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.

More questions? Check out help section