Omkara Capital
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Varinder Bansal

15+ years of experience

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Omkara Investment Advisor (A Division of Omkara Capital Private Limited)

Omkara Investment Advisors (A Division of Omkara Capital Private Limited) providing Investment advisory Services.

Omkara Investment Advisors (A Division of Omkara Capital Private Limited) providing Investment advisory Services.

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All your questions answered

Frequently asked questions

Who is creating these smallcases?
This smallcase has been created by Omkara Capital Private Limited ("Omkara Capital").
What should you expect from Omkara smallcase?
Portfolio of non-fashionable mid & small-cap cos with execution track-record, Some opportunistic ideas, Exit will be given as much importance as entry,
What is ideal portfolio size to subscribe?
Ideal portfolio size should be Rs 5 lakh or more
Will Omkara research be available for smallcase subscribers?
Omkara Direct subscription provides access to our detailed equity research on our data room, telegram channel for regular updates & interaction with Varinder Bansal on monthly basis for Q&A session. smallcase subscribers will not get access to the above. If you wish to take above services, contact our sales team.
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.
What if anyone Subscribe to Omkara smallcase by paying advance fee but doesn't make Investment?
If subscriber doesn't make any portfolio investment in smallcase within 30 days of subscribing the Omkara Smallcase, his account will be unsubscribed by publisher (Omkara) after expiry of 30 days. In case the subscriber wants to subscribe back he shall have to pay the upfront fees again.
What are the products offered?
smallcase Portfolio of stocks including non-fashionable mid & small-cap cos with execution track record and some opportunistic idea.
What should you not expect from Omkara smallcase?
Short-term momentum trades/ day trades.
What should I keep in mind before subscribing?
You can buy smallcases on any of the partner brokers. Select a smallcase, select your broker and invest in less than 2 clicks., Our partner brokers are:, Zerodha, AxisDirect, Edelweiss, HDFC Securities, Kotak Securities, IIFL Securities, 5 Paisa, Aliceblue, Angel Broking, Trustline, Upstox, Motilal Oswal, Groww, ICICI Direct, Fundzbazar and Dhan
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.
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 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.
What is their investment philosophy?
The pillars of our investment philosophy, We like to play sectors that have structurally a long growth runway, but are in cyclical downturn, which is now turning the corner, In such industries, we identify companies that are either market share leaders or market share consolidators or has monopolistic advantages , Companies with under-utilized capacities or with capex recently completed are preferred as the upcycle leads to sharp rise in revenue and profitability, delivering disproportionate returns over a 2-3years period , And finally, we want to own companies that are reasonably valued with the above traits, thereby, ensuring enough margin of safety for capital protection, A sound management with a good past track record,
Is Omkara smallcase for you?
YES: if you want India’s best mid & small caps (which are less talked in media) & can hold for at least 1 year with an investment framework, NO: if you only look at SGX Nifty as the indicator to your day’s happiness,
What is the difference between Omkara on smallcase & Omkara Direct subscription?
Omkara Direct subscription is for those who want to learn & invest themselves. You will get much wider idea pool where in you can pick & chose & make your own customized portfolio. Omkara on smallcase is for those who want portfolio-based approach & don’t have time to read, learn & invest.
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.,
Details of advisory fee
smallcaseAdvance FeeAnnual Fee *Omkara Opportunities Fund₹ 2,0652.50%* Investors are billed every month on their average investment value during the month,
More questions? Check out help section