FINTREKK CAPITAL
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Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by FINTREKK CAPITAL Research Desk.
Managed By

Amit Kumar Gupta

SEBI Registered

INH100009327

Experience

15+

Investment Strategy

Growth

Value +1

Amit Kumar Gupta has over a decade experience in investment analysis and portfolio management. He believes Scuttlebutt, a primary research method employed, is critical to select good companies and weed out not-so-good ones. He is of the opinion that best stock ideas are often cracked by being on the ground - during travelling and talking to people.

He had set up research desk at a brokerage firm across multiple asset classes. He has been a PMS and Smallcase manager as well.

He is regularly quoted by The Economic Times, Informist Media, Reuters and Morning Star. In his previous stints, he has worked as a business consultant and analyst with leading MNCs and start-ups over diverse fields of Healthcare, Education and Retail.

He is an engineering graduate of Delhi University and earned his MBA in Finance & Strategy from Queensland University of Technology, Brisbane. He is a CWM charter holder and CFP marks holder.

Get started in

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.

Easily track & manage your portfolio
Instant portfolio notifications
1-click portfolio execution
SIP to grow your investment
Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?
Currently, we recommend stocks based on the market environment and foreseeable opportunities under the special situation theme. Going forward, we may add more portfolios under themes where we feel we can add client value.
What is their investment philosophy?
To generate long-term capital appreciation by investing in mis-priced stocks facing special situations. The mis-pricing of stocks can occur due to companies facing Corporate action like M&A, delisting, buyback etc, regulatory/policy changes, management restructuring, technology led disruption and innovation or any temporary challenges in the operating environment. This is an ideal investment vehicle which wants to benefit from 6-24 months of stock specific actions yet providing complementary exposure through a potentially global strategy.
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