Basant Maheshwari Investing

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Basant Maheshwari

Basant brings with him 32 years of robust experience in stock market investing. He has had a history of finding several multi-bagger stocks which helped build on the modest capital he started with.

His prominent stock picks have been Pantaloon Retail, Page Industries, Titan Industries, Hawkins Cooker, Gruh Finance, Repco Home Finance, Canfin Homes, Bajaj Finance, and Avenue Supermarts amongst others.

He is an author of the bestseller book ‘The Thoughtful Investor’ - A journey to financial freedom through stock market investing. In February 2016, Basant co-founded ‘Basant Maheshwari Wealth Advisers LLP’, a SEBI registered Portfolio Management Service (PMS) and SEBI registered RIA.

He is a regular on various media channels like CNBC TV18, ET Now, Bloomberg Quint, CNBC Awaaz, and Zee Business. The March 2013 issue of Readers Digest featured him as part of their lead story titled “Secret of Self Made Millionaires”.

Basant brings with him 32 years of robust experience in stock market investing. He has had a history of finding several multi-bagger stocks which helped build on the modest capital he started with.

Years of experience

30+ years

SEBI Registered

INA000018498

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All your questions answered

Frequently asked questions

What are the products offered?

This portfolio will participate in the megatrends that have and will emerge over the next decade. Again, we do not want to buy cheap stocks but buy stocks that will become cheap due to growth in the underlying business., We will completely avoid absolute illiquid small caps which have entry and exit issues. Those stocks are like Abhimanyu easy to get in and almost impossible to exit., A concentrated portfolio of 12 stocks is enough to beat the underlying bench mark (Nifty 50)., We will invest across sectors and market caps. Weightage will be 50% above or below the simple formula (100/No. of stocks)., So if we have 12 stocks:, • the maximum weightage will be 50% above 100/12 = 8.33% = 12.50%, • the minimum weightage will be 50% below 100/12 = 8.33% = 4.17%

What is their investment philosophy?

Our investment philosophy over the years has been to identify high growth stocks which are sector leaders and have the potential to grow earnings at a very fast pace with high return on equity. They have been quality franchises with good management., Some of our wealth creating ideas in the past have been Page Industries, Pantaloon Retail, DMART, Gruh Finance,Titan, Bajaj Finance and Canfin Homes., As a confidence boosting measure, we want to do a SIP of 10 lakhs per month into our small case. We want to show the world that we believe in what we preach.

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.