Varinder has over 15 years of work experience in equity research. Prior to the Foundation of Omkara Capital, he was the fund manager of a AMC and prior to this, Corporate Editor & Head of Research at CNBC – TV 18. He holds a degree in MSc Finance and MBA, Finance. VB has spent the last 15 years in Mumbai, learning from people across the spectrum, some of whom are his mentors, and applying his strong fundamental skills and hard-nosed number crunching and analytical skills to identify investment ideas. His strength is years of experience in identifying not-so-fashionable stock ideas. Most of these ideas have had a bedrock of strong fundamentals, superior balance sheets and boasted of high-quality promoters. He has coupled this approach with the strong feedback mechanism, which is effective due to his deep-rooted connections with equity-market veterans and leaders of corporate India.
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Varinder Bansal
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Varinder Bansal (Omkara Capital Private Limited)
Varinder has over 15 years of work experience in equity research. Prior to the Foundation of Omkara Capital, he was the fund manager of a AMC and prior to this, Corporate Editor & Head of Research at CNBC – TV 18. He holds a degree in MSc Finance and MBA, Finance. VB has spent the last 15 years in Mumbai, learning from people across the spectrum, some of whom are his mentors, and applying his strong fundamental skills and hard-nosed number crunching and analytical skills to identify investment ideas. His strength is years of experience in identifying not-so-fashionable stock ideas. Most of these ideas have had a bedrock of strong fundamentals, superior balance sheets and boasted of high-quality promoters. He has coupled this approach with the strong feedback mechanism, which is effective due to his deep-rooted connections with equity-market veterans and leaders of corporate India.
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This smallcase has been created by Omkara Capital Private Limited ("Omkara Capital").
Portfolio of non-fashionable mid & small-cap cos with execution track-record, Some opportunistic ideas, Exit will be given as much importance as entry,
Ideal portfolio size should be Rs 5 lakh or more
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.
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.
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.
smallcase Portfolio of stocks including non-fashionable mid & small-cap cos with execution track record and some opportunistic idea.
Short-term momentum trades/ day trades.
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
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.
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 publisher.help@smallcase.com 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.
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,
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,
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.
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.,
smallcaseAdvance FeeAnnual Fee *Omkara Opportunities Fund₹ 2,0652.50%* Investors are billed every month on their average investment value during the month,
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