Rakesh is the Co-Founder and CIO of Old Pine Advisors Pvt Ltd, an India focused SEBI registered Investment Advisor. Rakesh has been an opportunistic investor & a business analyst over the past two decades and has achieved financial freedom early in his life. He is passionate about investing and wants to help others in growing their wealth. With this goal in mind, he has developed various investment strategies based on his successful track record and is offering the same through his advisory services. He has an opportunistic inclination towards value-oriented and risk-controlled approach to investments.
Rakesh has helped various investors and institutions grow wealth and portfolios manifolds under his guidance and mentoring. He oversaw portfolios of corporate clients & HNIs during his stints at various leading domestic brokerage houses.
Having worked in International and Domestic environments in different fields has given Rakesh a unique edge in identifying investment opportunities. Rakesh’s experience & education has broadened his horizons in terms of understanding the cycles of business across various industries which eventually helps him take well informed and logical investment decision. Rakesh has done his MBA from Booth School of Business, Chicago and has completed his engineering from Thapar Institute of Engineering & Technology.
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smallcases are intelligent baskets of right stocks that are managed by Old Pine Advisor's Research Desk
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Managed by
Rakesh Laroia
SEBI Registered
INA000013299
Experience
20+ years
Investment Strategy
Growth
Momentum
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Frequently asked questions
Old Pine offers its momentum offering – Old Pine Multibagger Portfolio, which would consist of 15 to 20 stocks/ETFs primarily from small & mid cap space. The portfolio would follow the core-satellite approach to generate alpha over market returns. This is a strategy based investing and suitable for moderate to high risk profile investors. Strictly, only a small part of the overall portfolio should be invested in this strategy. Apart from the above, Old Pine also offers a portfolio advisory service which is an asset under advisory model suitable for investors with large capital.
Old Pine Multibagger portfolio follows the core and satellite approach to generate alpha over market returns. The core portfolio stocks are identified based on fundamental analysis and strategies employed to pick up growth stocks, hidden gems, turnaround plays, special situations etc which would enable us to give potential doublers in 1-2 years time., The satellite portfolio would follow momentum strategy based on proprietary screeners, in-house algorithms, PEAD strategy, sector trends & momentum in the markets. This part of the portfolio is expected to have higher churn with faster entry & exits. Allocation/Cash component for this part of the portfolio would depend upon the momentum in the market
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 Old Pine Advisors. 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.
Old Pine Advisors 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 Old Pine Advisors 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.,
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.
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.
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