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Sankalp Krishnan

Sankalp is an accomplished Advisor with a Bachelor of Engineering (BE) degree in Computer Science from Mumbai University and a Master of Science (MS) degree in Financial Engineering from the University of Illinois at Urbana-Champaign, USA.

With over 7 years of experience in Quantitative Trading, Portfolio, and Risk Management, Sankalp has honed his expertise in these fields. He has spent the last four years as a consultant for a proprietary trading firm based in New York, where his technological proficiency has been crucial in managing risk and navigating through volatile markets.

Sankalp's proficiency extends to developing automated trading strategies based on back-testing frameworks, focusing on intraday long/short positions in US equities and futures. He is responsible for managing a portfolio of strategies within a designated account, ensuring optimal performance and risk management.

Years of experience

7+ years

SEBI Registered

INA000015950

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The portfolios showcased in the video are dummy portfolios provided solely for illustrative and informational purposes. It is not a recommendation, investment advice, or advertisement, and should not be relied upon for making any investment decisions

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All your questions answered

Frequently asked questions

What are the products offered?

At present, we are exclusively offering our Multifactor Quantitative Dynamic Algorithm strategy, meticulously designed for discerning investors. Key features of this strategy include:, A concentrated portfolio of up to 10 stocks, ensuring focused investment in high-potential opportunities., Quarterly rebalancing to maintain optimal portfolio alignment with market conditions., A well-defined exit strategy to protect gains and manage risks., Investment of any remaining cash in liquid bees to enhance liquidity and returns., A long-term investment horizon, with a recommended duration of 5-10 years to fully capitalize on the strategy's potential., An ideal trading portfolio size of ₹10-20 lakhs to ensure meaningful participation and diversification., A suggested allocation of 30% of your total investment portfolio to this strategy, providing a significant growth engine while balancing overall portfolio risk.,

What is their investment philosophy?

At the heart of our approach is the belief that our strategy thrives in the Indian markets due to the limited number of quality stocks and the consistent flow of money chasing these same names., We view our strategy as a long-term wealth-creating stock, emphasizing the importance of following it diligently. Regular rebalancing and timely exits are crucial components of this process., We recommend allocating only a certain percentage of your portfolio to our Multi-Factor Quantitative Dynamic Algorithm strategy. While it may experience periods of volatility, it is designed to complement other investment styles, providing a balanced and diversified approach to achieving your financial goals.,

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.