Stock Advisory

About Fintoo

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Investment Philosophy

To make wealth creation simple and accessible along with building trust and transparency. We believe in dynamic monitoring of portfolio whilst avoiding Quarter on Quarter focus.

Investment Strategy

To generate long term returns by investing in high-quality companies using our well-established research proprietary process, comprising of sound investment tenets.
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Investment Strategy

To generate long term returns by investing in high-quality companies using our well-established research proprietary process, comprising of sound investment tenets.
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Shorts & Hedges

Provides downside protection in falling markets and generates additional alpha.

Portfolio Construct

Bottoms-up Approach – Multi-cap & Sector agnostic portfolio. Concentrated bets of 15-25 stocks
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Portfolio Construct

Bottoms-up Approach – Multi-cap & Sector agnostic portfolio. Concentrated bets of 15-25 stocks
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Type Of Security & Investment Horizon

Up to 100% in Equity (cash portion may be deployed in liquid funds).

Zero Commission Investment

Ensures that we give you completely unbiased advice that only focuses on getting your the required returns without any kind of commission.
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Zero Commission Investment

Ensures that we give you completely unbiased advice that only focuses on getting your the required returns without any kind of commission.

The Strategy To Successful Investing

Long-Term Strategy to Identifying Wealth Compounders.

We aim to identify potential Compounders and generate Alpha. We believe if you can manage the downside, the upside will take care of itself. Invests in larger, liquid stocks with a max weightage of 10% per stock.

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Defining the Universe

Top 700 publicly traded companies by market cap listed on the National Stock Exchange of India
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Research

The team does in-depth research to decide the criteria to be used for constituent screening.

Stocks are first eliminated based on certain factors.


Stocks are picked based on select quantitative factors. The risk management system allocates weights to each stock

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Historical Backtesting

Backtested since 2003 across multiple market cycles and time frames.
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Constituent Screening

Stocks are picked by a quantitative and qualitative model based on multiple factors.

Fintoo’s Investment Process

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Stock Selection

  • Mcap > Rs 10,000 crore
  • Fundamental Screeners used
  • Qualitative factors considered
  • Final check based on technical analysis

Capital Allocation

  • Average size of portfolio is 15-25 stocks
  • Weight per stock may range from 3-10%
  • Sector allocation- A cap of 20% to a single sector

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Capital Allocation

  • Average size of portfolio is 15-25 stocks
  • Weight per stock may range from 3-10%
  • Sector allocation- A cap of 20% to a single sector

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Risk Management

  • Quality filters for stock selection
  • Portfolio level stop-loss of 20%
  • Hedging Strategies

Services We Provide - Product

Why Invest With Fintoo

  1. Ability to identify sector trends using advanced indicators developed in-house.
  2. Active risk management through Equity derivatives.
  3. Combination of fundamental and technical analysis for active portfolio management

Research Report

Stay A Step Ahead… Always!

Get all the latest market research and reports you need to make a wise, right and beneficial decision.

How Fintoo’s Customised Investment Planning Helps You In Long-Term Wealth Creation To Achieve Financial Security, Stability And Freedom.

Keeping your requirements in mind we create a customized plan that solely aims to fulfil them and give you the kind of retirement life you wish to live.

Gives you a clear overview of your currently available retirement surplus and shortfall i.e. where have you reached and how long to you need to go to achieve your goal.

Gives you a detailed and a year-on-year picture of the cashflow during your retired life.

Retirement Requirements

Keeping your requirements in mind we create a customized plan that solely aims to fulfil them and give you the kind of retirement life you wish to live.

Retirement Corpus

Gives you a clear overview of your currently available retirement surplus and shortfall i.e. where have you reached and how long to you need to go to achieve your goal.

Projected Post Retirement Cashflow

Gives you a detailed and a year-on-year picture of the cashflow during your retired life.

How Fintoo’s Customised Investment Planning Helps You In Long-Term Wealth Creation To Achieve Financial Security, Stability And Freedom.

Security

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We Promise You Complete Secrecy And Security - Whether it is about your information or your investment we believe in protecting both using only the best of technology and expertise.

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Vulnerability Assessment and Penetration Testing - While being confident about our security measures, we also believe in testing them for on-ground reality.

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Cloud Infrastructure – When it’s about the security of your vital information, we believe that ‘the more the better.’ So, in addition to our privacy protection, we use AWS Cloud infrastructure to host all our operations in order to further enshield your information from any incident of information leak or loss.

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Data Security – Believing in ‘prevention is better than cure’, we have developed an exclusive role-based access control system that uses OTP i.e One Time Password and Captcha Code to prevent any unauthorised individual from accessing the information.

Wish to know more about our security measures? Take a look at our Privacy Policy or +919699800600 or online@fintoo.in

Client Testimonials

Trusted By 1,00,000+ Clients Across The Country

Cross Promotion

Prefer Having A Personal Financial Advisor To Help You Plan A Financially Independent Future?

Corporate Testimonials

Companies We Are Proud To Be Associated With

FAQ

How can I save Income Tax?

The income tax department has given several ways to claim exemptions and deductions under several sections like 80C, 80G, 80D etc. To know more about tax savings in detail, please refer to our blog https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/

Do I need to change my existing tax planning strategy?

Whether to change your existing tax planning strategy or not can only be decided after analysing your current strategy and exploring its potential to achieve your tax-saving goals. Along with our experts, you can also Re-Evaluate Your Tax Planning Strategy using the following details https://www.fintoo.in/blog/re-evaluate-your-tax-planning-strategies/

Should the youngsters prefer assisted advisory or Robo Advisory for tax planning?

It is recommended that young investors can use the Robo Advisory tool for tax planning because of the following reasons; https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/

How much can Section 80C help me in tax planning?

Section 80C is one of the most common tax-saving tools and here’s everything you need to know about tax saving under section 80C https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/

Does tax planning mean tax avoidance or tax evasion?

No, tax planning, tax avoidance and tax evasion are completely different and here are the details https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/