Stellar Wealth

Get access to investment portfolios created by research experts

Get to know

Stellar Wealth Partners Private Limited

Gautam Baid, CFA, is the founder of Stellar Wealth Partners Private Limited, a SEBI registered Research Analyst firm. He is also the author of the international best-seller on value investing, The Joys of Compounding. Previously, he served as portfolio manager at Summit Global Investments, an SEC-registered investment advisor based in Salt Lake City, USA.

Gautam is a CFA charterholder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar’s Learn From the Masters series.

Latest from Stellar Wealth's desk

Years of experience

15+ years

SEBI Registered

INH300008863

Enjoy a seamless investing experience

Get started in
3 easy steps

Choose

Choose a suitable portfolio that matches your investment objective.

Subscribe to the portfolio to get access to the constituents and future updates.

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Enjoy a seamless investing experience

Get started in
3 easy steps

All your questions answered

Frequently asked questions

What are the products offered?

FlexiCap: This is a collection of Value+Growth stocks which combines long-term compounders with shorter-term tactical bets like commodities, cyclicals, and special situations (demergers, merger arbitrage, promoter/management change). This ensures that the investor gets the advantage of stocks that would compound over the long-term, and is also able to take advantage of opportunistic company/sector situations from a 1-2 year perspective. Benchmark agnostic diversified stocks list of ~20-25 companies with no rigid market cap constraints.

What is their investment philosophy?

The stock ideas are a mix of 'Value + Growth' and 'Megatrends'. Focus is to maximize return and minimize risk., We follow a market cap agnostic and sector agnostic approach., Disciplined selling would be a key area of focus for us. We look to protect investor capital by giving a sell recommendation on our stock(s) under 2 situations:, a. Company or industry fundamentals have started to deteriorate sharply, b. Valuations become absurdly high and are no longer justified by the growth prospects

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.