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Kushank Poddar

I am Kushank, the manager behind simple investing. I am engineer from IIT KGP and have 10+ years of experience in investing. I have worked in research divisions of JP Morgan, Ambit Capital and have also done CFA.

I run a single investment strategy called Value and Momentum Picks - with 2 fee options - 1) AUM-based fee for investment between 50k to 10 lakhs and 2) Fixed fee for investment above 10 lakhs.

The portfolio has a narrow list of upto 15 stocks where 50% are selected based on long term price momentum, and the rest 50% are stocks that are undervalued. This is a medium risk strategy that aims to outperform Nifty Multicap Index in the long term (5 years or more). Combining two approaches helps ensure that the strategy outperforms in all market conditions. Check my blog for more details.

If you have questions, I would love to chat. Drop me a line at kushank@simpleinvesting.in or call me on +91 98217 02877

I run a single investment strategy called Value and Momentum Picks - with 2 fee options - 1) AUM-based fee for investment between 50k to 10 lakhs and 2) Fixed fee for investment above 10 lakhs.

If you have questions, I would love to chat. Drop me a line at kushank@simpleinvesting.in or call me on +91 98217 02877

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Years of experience

10+ years

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Frequently asked questions

What are the products offered?

We offer a single smallcase strategy called. - Value and Momentum Picks with two subscription options - AUM based for small ticket sizes and fixed-fee model for investment exceeding 10 lakhs

What is their investment philosophy?

Offers a single investment strategy that combines some stocks that are undervalued and others that have a strong price momentum. Combining the two approaches adds balance to the portfolio while aiming to generate excess returns over market cycles

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.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.