Senora Advisors
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Achieve your investment goals with

Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Senora Advisors Research Desk

No. of complaints as per SEBI guidelines

At the beginning of the month

0

Received during the month

0

Resolved during the month

0

Pending at the end of the month

0

Reasons for pendency

-


Managed by

Mridul Jalan

SEBI Registered

INA000011413

Experience

10+years

Investment Strategy

Asset Allocation

Growth

Mridul is an MBA from IIM-Calcutta, Class of 2005. He has more than a decade of experience in equity markets and has worked with leading domestic institutional broking houses where he established close relationship with various fund houses and gained proficient expertise about the equity markets including fundamentals, derivatives, technical and other aspects of the capital markets. At Senora Advisors, Mridul primarily deals with idea generation in all facets of business, i.e., strategic planning, marketing & business development and his continues efforts and relentless pursuit for quality & Customer centricity. He balances key portfolios at firm in sync with the business goals and outcomes.

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3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective.

02

Subscribe

Subscribe to the portfolio & get access to the constituent stocks & weights.

03

Invest

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?
○ Concentrated portfolio mix of 10-15 companies with market leadership; divided in 2 segments identified through a bottom-up approach ○ Core: Atleast 2/3rd of the portfolio weight (6-8 stocks) where we foresee earnings and valuation multiple growth over a long period. Even though large caps, these stocks are expected to generate long term compounded returns in future. , ○ Tactical: A maximum of 1/3rd weight comprising 5- 7stocks will be
What is their investment philosophy?
Strategy Objective: We aim to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation. At the same time, we also believe in generating alpha through momentum trading with proper risk management Invest in Management: We invest in management and their leadership abilities. We greatly value a management’s ability to efficiently allocate capital and believe this ensures the highest return on investment Bottoms-Up Approach: We believe superior returns can be achieved through a granular understanding of companies and their respective philosophies. The majority of our time is spent analyzing each functioning lever of a company’s system and understanding how it creates value for all its stakeholders Holistic Approach: Besides fundamentals, technical levels and timing of entry/exits are also of paramount importance to generate alpha. We also analyze these to develop appropriate portfolio strategies across different products Independence & Objectivity: Once we like a business’ fundamentals, we do not hesitate if our view is contrary to that of the Street. We value our independence and objectivity in taking investment decisions across sectors and segments of the market
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 Senora Advisors. 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?
Senora Advisors 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 Senora Advisors’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.
More questions? Check out help section