INVasset

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Rajnish Garg

Rajnish Garg is one of the most respected names in the stock market fraternity in North India.

He is a Chartered Accountant & Company Secretary and has 27+ years of wealth creating experience in the stock market. An ardent investor, Rajnish is known for his investing techniques & strong grasp of market fundamentals This unique blend has enabled him to create long term sustainable wealth for his clients and stakeholders.

He conceptualized the philosophy behind INVasset AAIDTM , our Proprietary In House Research Model which led to recognition of INVasset as best Multicap PMS in India on 1 year returns ending June 2021*

Rajnish Garg is one of the most respected names in the stock market fraternity in North India.

Years of experience

27+ years

SEBI Registered

INP000006907

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All your questions answered

Frequently asked questions

What are the products offered?

INVasset Growth Smallcase, Using out Proprietary In-house developed Invasset AAID software we determine what stage of market we are in and design your portfolio accordingly. , Deep Discount Sale : We look for beaten down industry leaders that start to trade below their fair value in events of market meltdowns, The Trend Setters: When the markets have gathered steam and long term trend is clear, we look for Momentum & Trend that will prevail for next 12-18 months, The Shining Stars: When we feel that markets have entered into scenario where the Risk Reward ratio is not in favor, We look for extraordinary companies which will continue delivering growth irrespective of market conditions. , The Safety Shells: When the market enter into Exuberant Zone and reach levels that are unsustainable and Bubble like situation is created, We look for protection

What is their investment philosophy?

Investment Beliefs, INVASSET AAID: The two most important forces that influence investing are greed and fear. AI helps in overcoming these biases and thus create alpha, AAID Shifter: Using out Proprietary In-house developed Invasset AAID software we determine what stage of market we are in and design your portfolio accordingly. , Growth Oriented: We are hungry for Growth and Growth never comes Cheap. Our portfolios have a higher PE Ratio as compared to our peers, Quality is the Key: Quality is the prime force which separates Mediocre and Winners. Whether it is Management or Product, quality is the only way forward., Capital is Sacred : Appreciation of capital should be consistent and permanent. Depreciation of Capital of capital should be limited and temporary., Conservative Churning: Different type of Stocks Perform Well in different market Scenarios. Optimally Researched Churning Process with conservative bias will generate superior returns to Passive Investing., Interest Rate Cycle: The Interest Rate Cycle plays a major role in deciding the future performance of companies., Entry and Exit: INVasset AAID enables us to Enter and Exit parts of our equity portfolio and move them to other risk-free assets when we feel that the risk reward ratio is not in our favor.,

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.

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.