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Kislay Upadhyay

FidelFolio Investments is an Equity Advisory Firm that invests in equity strategies devised by the powerful combination of machine learning and human supervision. We create long-term fundamental investment strategies scientifically, using proprietary Machine Learning (ML) algorithm.

Fidelfolio has been founded by Kislay Upadhyay. He has over a decade of investing experience. He has worked across fund management, investment banking & investment analysis roles at Synergy Consulting, Ambit Capital, Abakkus Asset Managers, NSE. Working with investment veterans in small teams gave him an early exposure to industry defining work. Consequently, he has been a core member of the investment team that pioneered rule-based 'investment' in India. Over the past 5 years, the strategy has generated an IRR in excess of 25%.

He has been in the core team that developed 'Coffee Can' investment strategy and wrote the national bestseller investment book: 'Coffee Can Investing - The Low Risk Road to Stupendous Wealth' (2018). He also co-authored an acclaimed report: 'The Big Call - Bubble in Quality' (2019).

Kislay holds a CFA Charter, MBA from IIM Lucknow, BE from VTU, and 'Artificial Intelligence in Financial Markets' certification by NSE Academy.

FidelFolio Investments is an Equity Advisory Firm that invests in equity strategies devised by the powerful combination of machine learning and human supervision. We create long-term fundamental investment strategies scientifically, using proprietary Machine Learning (ML) algorithm.

Fidelfolio has been founded by Kislay Upadhyay. He has over a decade of investing experience. He has worked across fund management, investment banking & investment analysis roles at Synergy Consulting, Ambit Capital, Abakkus Asset Managers, NSE. Working with investment veterans in small teams gave him an early exposure to industry defining work. Consequently, he has been a core member of the investment team that pioneered rule-based 'investment' in India. Over the past 5 years, the strategy has generated an IRR in excess of 25%.

He has been in the core team that developed 'Coffee Can' investment strategy and wrote the national bestseller investment book: 'Coffee Can Investing - The Low Risk Road to Stupendous Wealth' (2018). He also co-authored an acclaimed report: 'The Big Call - Bubble in Quality' (2019).

Kislay holds a CFA Charter, MBA from IIM Lucknow, BE from VTU, and 'Artificial Intelligence in Financial Markets' certification by NSE Academy.

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Years of experience

10+ years

SEBI Registered

INA000016056

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All your questions answered

Frequently asked questions

What are the products offered?

FidelFolio offers 5 equity strategies for different risk profiles:, Great Himalayan Compounder: Avg. Risk, Long-Term, Shihvalik Compounder: Lower Ticket version of Great Himalayan, Safe Fortress: Low Risk, Long-term, Young Everest Equity: Smallcap, Above avg. Risk, Little Orion Equity: Smallcap, Above avg. Risk,

What is their investment philosophy?

Finding quality companies with deep-rooted moats and staying invested for long -term in Indian markets generates tremendous wealth. The wealth generation is almost entirely attributed to compounding of earnings of the underlying companies, and not so much on trying to 'time the markets'., What make such a 'simple' sounding investment philosophy not so 'easy' to follow?, Discipline & patience to stay invested amidst all the noise and chaos of stock market. Inaction is very difficult and rare virtue in investing, but equally rewarding, Identifying the great companies which would compound their earnings at high return on capital year-after-year for 5-10 year periods, How does FidelFolio execute this investment philosophy?, We believe that the holy grail of investment in today's world is where classic fundamental investment philosophy meets new age machines. Using our experience and deep understanding of investments, we have created proprietary machine learning algorithm to identify companies that would be profit compounders over the next 5-10 years. Our system has been trained with over 50 million data points of all listed companies in the Indian markets since 1991. Our system has been trained to identify stocks that are expected to generate 25%+ CAGR investment returns over long-term. These stocks are subjected to our proprietary clean accounting framework to weed out the companies with unscrupulous promoter and management., Is it a black-box-algorithm that invests blindly in what machine learning system recommends?, We believe a combination of human and machines is the most effective duo in investments today. Our team of fundamental analysts works on understanding the underlying drivers and reasons why the stocks would produce compounding earnings over the next decade. Only once we achieve the conviction for each stock we include it in the portfolio. We believe human oversight is of utmost importance to effectively leverage the power of machines today.

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.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.

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