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Sandhyavandanam Sandeep Rao

S. Sandeep Rao brings nearly two decades of expertise in investing and trading. He has previously served as a fund manager at Capitalmind and he led efforts in quantitative research and systematic strategy development at an early stage start-up.

He is a SEBI Registered Research Analyst (INH000013059) with a strong focus on Systematic and Quantitative market analysis, he has designed innovative strategies, from Nifty trend-following strategies all the way to Momentum investing in stocks. His philosophy emphasises active investing to generate alpha and mitigate drawdowns, complementing long-term investment portfolios.

He holds an MBA and is based in Bangalore.

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All your questions answered

Frequently asked questions

What are the products offered?

Three equity momentum portfolios are offered, each designed for active investors with a minimum capital requirement of ₹5 lakhs per portfolio. All portfolios follow a systematic, rules-based approach and are rebalanced monthly unless otherwise noted., SSR Nifty 750 Maverick Momentum - A diversified momentum portfolio that selects 30 high-performing stocks from the Nifty 750 universe, rebalanced monthly., SSR Nifty 250 Core Catalyst Momentum - A concentrated momentum strategy targeting the top 20 stocks from the Nifty LargeMid250 index, optimized for high-conviction positions, rebalanced monthly., SSR Nifty 250 Buffered Momentum - A momentum-driven portfolio of 30 Nifty 750 stocks with an active cash allocation mechanism with a trend following layer to reduce market risk during uncertain conditions, rebalanced weekly.,

What is their investment philosophy?

The core philosophy is systematic, rule-based investing aimed at delivering consistent alpha while managing risk. , Every strategy is grounded in data, back-testing, and robust risk management, avoiding emotion-driven decisions., The goal is to complement long-term portfolios with actively managed strategies that adapt to market trends whether it’s through momentum, trend-following, or tactical allocation.

What is a smallcase ?

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.

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.