FinSuggest

Get access to investment portfolios created by research experts

Get to know

Ankit Ujjwal

Ankit Ujjwal currently leads wealth management business at FinSuggest. He is an MBA grad from Indian Institute of Management, Tiruchirappalli. He has 7 years of professional experience working across domain into various industries including BFSI, Oil and Petrochemicals and IT sector. At FinSuggest, he aims to leverage tech for creating investment strategies which provide consistent returns focusing on long term wealth creation for clients.

In the relatively short period, FinSuggest has delivered excellent returns to high net-worth clients.

Years of experience

SEBI Registered

INA200014858

Enjoy a seamless investing experience

Get started in
3 easy steps

Choose

Choose a suitable portfolio that matches your investment objective.

Subscribe to the portfolio to get access to the constituents and future updates.

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Enjoy a seamless investing experience

Get started in
3 easy steps

All your questions answered

Frequently asked questions

What are the products offered?

Balanced Techno-Funda: Well diversified Largecap and Midcap stocks with good fundamentals and technicals

What is their investment philosophy?

It is a mix of Fundamental and Technical analysis, or anything else that works., While selecting stocks we focus on management commentary, quarterly results, momentum, growth, sectoral tailwinds, etc. to build a robust portfolio.

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.