Compounding Wealth Advisors
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Rakesh Pujara

25+ years of experience

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Compounding Wealth Advisors

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Mr. Rakesh Pujara

Rakesh has over 25 years of trading and investment experience in the Indian equity markets.

He completed his Bachelor of Commerce from Mumbai University in 1992 and ICWA from the ICWA Institute in 1996. In the initial part of his career he worked in the Finance departments of different firms in diamond, exports and media industries. In 1999 he joined Shree Naman Securities & Finance as a Finance Manager. In 2002, he established the proprietary trading desk at Naman and grew it to be the major contributor of the firm’s revenue. Over the years he has developed his own style of trading and analyzing the markets and enjoys studying the behavioral aspect of the markets. He likes to look at long term trends and takes into account a number of factors such as global macro, fundamentals and technicals. In 2013, after he became the CEO at Naman, he established the algo trading desk which is very close to his heart. It contributed a major portion of the revenue of the prop trading desk. Inspired by the results in the algorithm desk, he formed his own company Viz. Compounding Wealth Advisors LLP which is a SEBI registered Investment Advisor & is in the business of advising clients on generating all weather, absolute alpha generating risk adjusted returns. He is a system trader & believes in trend following & other non-correlated multiple trading systems to generate better risk adjusted return.

Rakesh has over 25 years of trading and investment experience in the Indian equity markets.

He completed his Bachelor of Commerce from Mumbai University in 1992 and ICWA from the ICWA Institute in 1996. In the initial part of his career he worked in the Finance departments of different firms in diamond, exports and media industries. In 1999 he joined Shree Naman Securities & Finance as a Finance Manager. In 2002, he established the proprietary trading desk at Naman and grew it to be the major contributor of the firm’s revenue. Over the years he has developed his own style of trading and analyzing the markets and enjoys studying the behavioral aspect of the markets. He likes to look at long term trends and takes into account a number of factors such as global macro, fundamentals and technicals. In 2013, after he became the CEO at Naman, he established the algo trading desk which is very close to his heart. It contributed a major portion of the revenue of the prop trading desk. Inspired by the results in the algorithm desk, he formed his own company Viz. Compounding Wealth Advisors LLP which is a SEBI registered Investment Advisor & is in the business of advising clients on generating all weather, absolute alpha generating risk adjusted returns. He is a system trader & believes in trend following & other non-correlated multiple trading systems to generate better risk adjusted return.

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Years of experience

25+

SEBI Registered

INA000011219

All your questions answered

Frequently asked questions

What are the products offered?
Compounding Wealth Advisors LLP offers various products which primarily include investing strategies which have different stock universes. Depending on the preferences of individual clients with regards to the type of stocks, their risk profile and portfolio size, the client can opt for an option that suits their requirements best.
What is their investment philosophy?
The investment philosophy revolves around the belief that price discounts everything. We believe in letting our winners run and cutting our losers short., We have managed to build completely rule based systematic long only strategies around these core ideas which cut out any discretion with regards to stock selection and position sizing. Systematic investing removes dependency on any particular stock and believes in selective diversification.
What is a smallcase ?
A smallcase is a curated basket of stocks/ETFs* 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.
More questions? Check out help section