Clovek Wealth
How to invest?How to invest?About Clovek Wealth
hero-star

Achieve your

investment goals with

Clovek Wealth

Get access to investment portfolios created by research experts

Get to know

Sachin Kapoor

I have 15 years of experience in Asset Management industry and Capital Markets. A firm believer in investment styles of successful long term investors who advocates buying a stock like you buy a house and like it such that you'd be content to own it in the absence of any market.

I am founder and principal officer at Clovek Wealth, an emerging wealth management and investment advisory firm catering for HNI and UHNI investors.

I hold CFA designation from CFA Institute, USA and MBA from ICFAI.

I have 15 years of experience in Asset Management industry and Capital Markets. A firm believer in investment styles of successful long term investors who advocates buying a stock like you buy a house and like it such that you'd be content to own it in the absence of any market.

I am founder and principal officer at Clovek Wealth, an emerging wealth management and investment advisory firm catering for HNI and UHNI investors.

I hold CFA designation from CFA Institute, USA and MBA from ICFAI.

Read More

Years of experience

15+

SEBI Registered

INA100014879

All your questions answered

Frequently asked questions

What are the products offered?
Clovek Wealth Offers Curated Stock Portfolios based on fundamental research and sophisticated advisory services for HNI & UHNI clients.
What is their investment philosophy?
India is one of the fasted emerging economies of the world. A country enriched with all the factors of production - Land, Labor, Capital and Entrepreneurship. With all the puzzle pieces in place, India is poised to see a secular growth over next decade. Clovek India Growth Portfolio aims to invest in the companies which are making India ride the historical growth path.
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.
More questions? Check out help section