Solutions for Retail Investors - We are one the leading advisors on Smallcase. Our presence on the platform is an effort to bridge the gap for retil investors who are compelled to invest in mediocre investment vehicles like mutual funds & miss out on a mammoth wealth creation opportunity. These portfolios have been designed for capital pools upto 10 Lakhs. Smallcase Link - https://laurel.smallcase.com/

Solutions for HNIs/Institutions - We offer customized solutions for those allocating larger pools of capital. Feel free to drop us a line on info@laurelgroup.in to further this discussion.

Below is an effort to explain what separates us from other investment vehicles like mutual funds etc.

We specialize in understanding companies in the small/ mid cap space & our expertise lies in spotting opportunities at a very early stage when most of the research houses are not covering the same.

  • Having worked in one of India's largest institutional broking house, we realized that both the Buy & Sell side have limited interest in ideation & focus on a handful of large stocks due to liquidity constraints.

  • To make things simpler for us, the regulator too through a string of steps ensured that the domestic mutual fund industry restricts the focus to a handful of stocks.

  • This has paved the way for us to manage smaller pools of capital which can ignore near term volatility for medium to long term wealth generation.

  • India has one of the most diverse public markets where we are spoilt for choice. Plenty of renowned business groups with many niche businesses having high ROCEs are available at nominal valuations.

  • We strive to outperform the index & the mutual fund industry by 10% annually.

  • We have a proprietary trading book - 'we are advising what we are doing'. Not just skin we have our souls in the game as 70% of our personal wealth & nearly 90% of our liquid savings are in equities.