Advent

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Rahul Agarwal

I am registered with SEBI as an Investment Adviser and I have a diversified experience of 20+ years in financial services across savings and investment products.

In 2015, I founded Advent Financial, a boutique advisory firm with a unique and highly differentiated life-centred approach to financial planning wealth management.

I am a member of the CFA Institute, CFA Society India, ARIA (Association of Registered Investment Advisers) and my qualifications are as follows:

PGDBM - Fore School of Management, New Delhi
Certified Financial Planner (CFP CM) - Financial Planning Standards Board, USA
Registered Life Planner® - The Kinder Institute of Life Planning, USA

Through smallcase, it is my endeavour to share the knowledge regarding investments that I have learned over the years in the form of actionable investment strategies that are simple, effective and evidence based.

I am registered with SEBI as an Investment Adviser and I have a diversified experience of 20+ years in financial services across savings and investment products.

In 2015, I founded Advent Financial, a boutique advisory firm with a unique and highly differentiated life-centred approach to financial planning wealth management.

I am a member of the CFA Institute, CFA Society India, ARIA (Association of Registered Investment Advisers) and my qualifications are as follows:

PGDBM - Fore School of Management, New Delhi
Certified Financial Planner (CFP CM) - Financial Planning Standards Board, USA
Registered Life Planner® - The Kinder Institute of Life Planning, USA

Years of experience

10+ years

SEBI Registered

INA300003616

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All your questions answered

Frequently asked questions

What are the products offered?

Through the smallcase platform, I am offering model portfolios with either single or multiple asset classes represented currently by units of exchange traded funds, real estate and infrastructure investment trusts, and direct stocks., I will evaluate and include other investment products and securities as and when they are available for inclusion as an underlying constituent of a smallcase portfolio.

What is their investment philosophy?

I am a believer of the evidence based investing approach which is based upon the analysis of long term market behaviour and the evidence borne out of it. Instead of trying to "predict" which markets, asset classes, etc. are likely to perform well in the future, it is rooted in facts and observation., Long term analysis of markets over several decades gives us the evidence that:, Asset Allocation trumps individual security selection and is the primary determinant of portfolio volatility. A strategically diversified portfolio delivers a relatively superior risk-adjusted outcome in contrast to a concentrated portfolio., Emotions are the primary obstacle in the wealth creation journey causing investors to act irrationally. Using predefined set of rules for allocation and action during different market situations helps in taking the emotion and guesswork out of decision making., Costs are arguably the best predictor of long term investment performance. A low cost option trumps its expensive counterpart, other things being equal., In essence, evidence-based investing is about maintaining a diversified portfolio using low cost instruments and rebalancing periodically when necessary as per predefined rules.

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.

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.

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 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.