Taurus Investek

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Chaitanya Alpa Lapsia

I am a Chartered Accountant and I have an extensive experience of 6+ years of working in the financial services industries.

I have served clients that include India's largest private and public banks, NBFCs, Housing Finance Companies, Micro Finance Companies, Wealth Management Companies, Insurance Companies and Private Equity Funds. I have also served several clients in the startup ecosystem that are now well-funded and running operations in full swing

My aim is to provide relevant and to the point insights to the investors and traders to help them make the right decision.

I am in the business of TRUST, not money!

I am a Chartered Accountant and I have an extensive experience of 6+ years of working in the financial services industries.

My aim is to provide relevant and to the point insights to the investors and traders to help them make the right decision.

I am in the business of TRUST, not money!

Years of experience

6+ years

SEBI Registered

INH000008905

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All your questions answered

Frequently asked questions

What are the products offered?

We offer small cases for short term traders and long term investors.

What is their investment philosophy?

Investment in fundamentally strong assets and increase your return by investing at an opportunistic time indicated by technical analysis. One needs to understand that investment is a 30 year MARATHON, not a 3 day sprint.

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.