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Krishna Rath

Krishna Rath is a SEBI Registered Investment Advisor with 8 years of financial advisory experience and has been in the Indian & the global stock markets for two decades. Krishna has held positions across Information Technology and Financial Consulting space. He has been a big advocate of long term wealth creation and specializes in comprehensive financial planning.

The focus is to ensure that the portfolio creation is based on an individual's risk profile. The portfolio models created are based on fundamental research and are well diversified enabling a smooth and happy investing experience for all.

Latest from finvestor.in's desk

Years of experience

8+ Years

SEBI Registered

INA000002892

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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?

Products offered are based on an Individual risk profile - and hence range from collection of ETFs to potential multibaggers.

What is their investment philosophy?

We focus on businesses that , Are dominant in their sector, Can provide long term cash-flows., Good corporate governance and risk management practices,

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.