Tikona Capital

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Sumit Poddar

Tikona Capital is SEBI Registered Research Analyst and Investment Advisor; founded by Sumit Poddar, who has more than 15 years of experience in Equities, Investments and Portfolio Management, working with top financial institutions of the country like Aditya Birla Sunlife Insurance Co Ltd, Star Union Dai-Ichi Life Insurance Co Ltd. and Tata Consultancy Services Ltd in various positions as Head of Equities, Fund Manager and Analyst. He has managed large funds (2,000+Crs) with varied sizes, objectives and multi-cap funds, delivering healthy returns as a fund manager and has rich experience tracking multiple sectors as an analyst. He is an All India CA Rank Holder and has Cleared CFA Level II.

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Years of experience

15+

SEBI Registered

INH000009807

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All your questions answered

Frequently asked questions

What are the products offered?

Our products are driven by our investment philosophy of building LONG TERM WEALTH by investing in high-QUALITY businesses at reasonable relative valuations. Our products are built after due consideration to: , BUSINESS: Sector opportunity, growth drivers, profitability enablers, capital efficiency., MANAGEMENT: Healthy Return on equity with low leverage, efficient capital allocation and Leadership to create differentiation., VALUATIONS: Reasonable relative valuations giving due consideration to business dynamics and management quality., We recommend select 15-25 stocks which are robust businesses generating healthy returns on equity and capable management to generate a superior risk-adjusted return for a longer tenure. Large Cap and a Muti Cap portfolio.

What is their investment philosophy?

Our curiosity arises from : Wealth is created with TIME in the market rather than TIMING the market. As Jack C Bogle says, Time is your friend; impulse is your enemy., We emphasize high-quality companies with the potential for long-term customer success. We are committed to achieving superior risk-adjusted returns because we believe risk management by elimination is essential to our investing strategy. We allocate capital only based on fundamentals and prefer to invest in firms focused on both value and growth., Our investment philosophy is to build WEALTH by investing in high-QUALITY businesses at reasonable relative valuations that offer SUSTAINABLE and COMPOUNDED risk-adjusted returns with a concentrated exposure., We are driven by Research, built with Networks and act with Conviction.

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.