Welcome to the Future of Wealth Management.
FinSharpe is a SEBI registered investment advisor that creates long term investment strategies using quantitative finance.
Why FinSharpe?
FinSharpe came into existence to enable investors to reduce psychological biases from investment decisions by providing data driven insights.
As fiduciaries, we offer investment advice with full transparency and without any conflict of interest.
The Process
We follow a thorough research process that comprises of - Ranking, Allocation and Risk Management.
The Team
Sabir Jana, CFA
Rohan Borawake
Neelesh Kankane
Accreditations
Connect With Us
Research Blogs
Moneycontrol - Timing the markets is futile but SIPs mitigate that problem
Read More: Moneycontrol - Timing the markets is futile but SIPs mitigate that problem (opens in a new tab)
FinSharpe - Your trusted partner for Quant driven Investments
Read More: FinSharpe - Your trusted partner for Quant driven Investments (opens in a new tab)
Markets & Mind Games
Read More: Markets & Mind Games (opens in a new tab)
Dynamic Hedge Ratio: Rolling Regression for Pairs Trading
Read More: Dynamic Hedge Ratio: Rolling Regression for Pairs Trading (opens in a new tab)
Statistical Arbitrage with Pairs Trading and Backtesting
Read More: Statistical Arbitrage with Pairs Trading and Backtesting (opens in a new tab)
Discretionary Vs Quant - Key differences
Read More: Discretionary Vs Quant - Key differences (opens in a new tab)
Macros and Equity Markets
Read More: Macros and Equity Markets (opens in a new tab)
Impact of Stock Weightage on Portfolio Performance
Read More: Impact of Stock Weightage on Portfolio Performance (opens in a new tab)
The Monte Carlo simulation
Read More: The Monte Carlo simulation (opens in a new tab)
Profit & Loss Booking in your Portfolio - Pros and Cons
Read More: Profit & Loss Booking in your Portfolio - Pros and Cons (opens in a new tab)
Do you have any multi-bagger stocks in your portfolio?
Read More: Do you have any multi-bagger stocks in your portfolio? (opens in a new tab)
Should I just Buy & Hold or Rebalance my Portfolio periodically
Read More: Should I just Buy & Hold or Rebalance my Portfolio periodically (opens in a new tab)
Backtesting - A Double-Edged sword
Read More: Backtesting - A Double-Edged sword (opens in a new tab)
Diversify your Investment with Mutual Funds using Quants Approach
Read More: Diversify your Investment with Mutual Funds using Quants Approach (opens in a new tab)
Long term quant investing - Optimal Alpha
Read More: Long term quant investing - Optimal Alpha (opens in a new tab)
FAQ
Step 1 : Our investment counsellor will understand your requirements and explain our strategy offerings.
Step 2 : Onboarding process – KYC, Risk Profiling and Agreement signing.
Step 3 : Execute the strategies.
No. You can execute our advice on any broking account of your choice. However, we recommend you assign a fresh broking account for easier segregation and tracking.
No. The investments will be held in your broking account. We would be guiding you on the exact transactions to be done and the subsequent changes.
Yes. We will provide a one-time review of your portfolio. If you would like to continue with Mutual Funds you can invest in our Mutual Fund baskets. Else you could select any of our Direct Stocks strategies as per your risk profile.