Rupeeting

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Team Rupeeting

Rupeeting is a diverse and high-functioning team of expert investors, engineers, designers, and product folks, who have all worked at some of the leading institutions around.

Our investment team is made of people who've been there and done that. They've been in the middle of all the action and have spent a boatload of time doing just one thing - making money make more money!

Take Sagar (one of the co-founders) for example. He has spent more than a decade in finance across investment advisory, institutional stock broking, and fund management where he managed a few billion dollars. He graduated from NMIMS, got a Masters in Finance from University of Reading, and is a CFA charterholder.

But, Rupeeting isn't only about its people. It is also about a rigorous investment process that blends old school research and new quantitative models to constuct and manage high-yielding portfolios.

Rupeeting is a diverse and high-functioning team of expert investors, engineers, designers, and product folks, who have all worked at some of the leading institutions around.

But, Rupeeting isn't only about its people. It is also about a rigorous investment process that blends old school research and new quantitative models to constuct and manage high-yielding portfolios.

Latest from Rupeeting's desk

Years of experience

10+ Years

SEBI Registered

INA000015747

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All your questions answered

Frequently asked questions

What are the products offered?

Currently, there are two types of smallcases on offer., A. All-weather smallcases - We've taken an ETF-based approach these to create diversified portfolios across 5 asset classes. These smallcases are all high-performing despite the diversification, thanks to optimum allocation that we achieve through a combination of fundamental and quantitative methods. These are available in 3 options to match the risk profile of investors:, Rupeeting Core - Aggressive, Rupeeting Core - Balanced, Rupeeting Core - Conservative, B. Equity smallcases - These are themes we believe in, themes that have yielded superior outperformance over the last many years. We are able to beat most mutual funds out there because of concentrated portfolios, superior stock selection, timely rebalances, and an approach that adheres strictly to the theme and looks for fundamental strength. There are 6 smallcases live at the moment:, Rocketship, Monopolies, Disruptors, Bread & Butter, Value Migration, Socially Responsible Investing,

What is their investment philosophy?

The base of our investment philosophy stands on fiduciary. Wait, what is fiduciary? In simple terms, we put our customers before anything else. And that customer-first approach defines the 5 key tenets of our investment pilosophy:, Personalisation - Money is different for everyone. It can feel safe, like investing in a basket of ETFs and just tracking the index. It can feel conscious, like investing in stocks that score high on environmental, social and governance factors. We understand the difference, and offer a range to choose from that suits your needs with your money., Diversification - Whatever the strategy, our attempt is always to maximise returns and minimise risk. We achieve this this maximisation through optimal diversification., Cost - Investing shouldn't be expensive. Definitely not expensive enough to cut through your returns and negatively impact compounding. Our investment decisions take into account costs from all dimensions - impact, taxes, fees, etc., Value - We always seek to increase the amount of returns for the quantum of risk taken. Value optimisation on a risk-adjusted basis is integral to our investment strategy., Management - The buck doesn't stop at building portfolios, in fact, that's the start of the journey. Money is done right, not only when it's put in the right place, but also when it is taken care of regularly to make sure it remains best utilised.,

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.