AlphaPulse

Products offered are from three broad frameworks:, 1️⃣ Stocks-only Portfolios, Built purely with individual stocks, this framework focuses on company-specific fundamentals, sector leadership, and alpha generation. It suits investors willing to track businesses closely, take calibrated bets, and tolerate higher volatility in pursuit of superior long-term returns., 2️⃣ ETFs-only Portfolios, This framework relies entirely on ETFs to deliver broad market exposure, diversification, and low-cost efficiency. It’s ideal for disciplined, rule-based investing where asset allocation, factor exposure, and rebalancing matter more than stock-picking brilliance., 3️⃣ Hybrid Portfolios (Stocks + ETFs), A blended approach that combines core stability from ETFs with satellite alpha from select stocks. ETFs handle diversification and risk management, while stocks aim to outperform.

Anil Kumar Agarwal, the SEBI registered Research Analyst, follows a value investing philosophy to achieve success in the stock market., His strategy is focused on a bottom-up approach, prioritizing:, Determining the Fair Value of a stock with high accuracy., , Buying Undervalued Stocks: The key factor is buying a stock when its price is at least 20% below its Fair Value., , Long-Term Holding: Holding the stock as long as its perceived value remains greater than the market price., , Focus on Fundamentals: Investment decisions are based on a comprehensive analysis of the company fundamentals, followed by the industry and the overall economy., His philosophy also emphasizes:, Controlling Emotions: Maintaining control over greed and fear through patience and perseverance., , Rational Decisions: Decisions are always made rationally, without emotions., Portfolio Diversification: Maintaining a prudent mix of diversified stocks (typically 15 to 18 from various sectors and market caps) to almost eliminate unsystematic risk, with no single stock exceeding an 8% weightage or a single sector exceeding 15%,

A smallcase is a curated basket of stocks/ETFs* 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.

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.,

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.

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.