Sneha Jain (Founding Partner) has a Master’s Degree in Accounting & Finance from the London School of Economics and has worked with reputed asset management companies like Pramerica Asset Managers Private Limited and HSBC Global Asset Management, India. She has more than a decade of work experience in investment management. Her experience is instrumental in developing the core offering. She has a vision to grow Indians investment exposure to capital markets to beat inflation and develop a sense of financial independence. She conducts various investment workshops for the new gen to take an interest in managing their finances.
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WealthTrust Capital Services
Sneha Jain (Founding Partner) has a Master’s Degree in Accounting & Finance from the London School of Economics and has worked with reputed asset management companies like Pramerica Asset Managers Private Limited and HSBC Global Asset Management, India. She has more than a decade of work experience in investment management. Her experience is instrumental in developing the core offering. She has a vision to grow Indians investment exposure to capital markets to beat inflation and develop a sense of financial independence. She conducts various investment workshops for the new gen to take an interest in managing their finances.
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Years of experience
15
SEBI Registered
INH000011149
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The portfolios showcased in the video are dummy portfolios provided solely for illustrative and informational purposes. It is not a recommendation, investment advice, or advertisement, and should not be relied upon for making any investment decisions
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All your questions answered
Frequently asked questions
WealthTrust Capital Services aims to offer products across Stocks/Mutual Funds and ETF's
The investment philosophy focuses on identifying undervalued stocks by detailed financial analysis. Fair value methodology is used to compare current market price to fair value range. Apart from fair value analysis there are several other criteria the stock needs to meet to be added in the invest packs, to name a few P/E ratio , Debt/Equity ratio, financial ratios, revenue growth etc.
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.
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.,
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.
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.
More questions? Check out help section