GVSRwealth

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Venkata Subrahmanyam Gutala (GVS)

About Your Smallcase Manager:

GVS has a Masters Degree (in Business Management) from IIM-Bangalore, with specialization in Finance. He was also a former Partner at PwC India and Grant Thornton India, respectively. He has over 25+ years of Business Advisory experience across multiple sectors and segments of the Indian economy. He also has about 7+ years of Investment Advisory exp. to date. GVS is a SEBI registered Research Analyst.

GVS's main motto is to 'Add Value' to Investors with Aspirational Wealth Goals (HNI Aspirants!), by constantly aiming at Alpha generating/ index beating investment opportunities in Indian stock markets , some of which, may have multi-bagger potential over longer timeframes!. Conditions apply.

The Tradename 'GVSRwealth' reflects GVS's stock picking / equity advisory style, which is centered around Growth & Value Strategies Realized, in wealth management space. Conditions apply.

About Your Smallcase Manager:

GVS has a Masters Degree (in Business Management) from IIM-Bangalore, with specialization in Finance. He was also a former Partner at PwC India and Grant Thornton India, respectively. He has over 25+ years of Business Advisory experience across multiple sectors and segments of the Indian economy. He also has about 7+ years of Investment Advisory exp. to date. GVS is a SEBI registered Research Analyst.

GVS's main motto is to 'Add Value' to Investors with Aspirational Wealth Goals (HNI Aspirants!), by constantly aiming at Alpha generating/ index beating investment opportunities in Indian stock markets , some of which, may have multi-bagger potential over longer timeframes!. Conditions apply.

The Tradename 'GVSRwealth' reflects GVS's stock picking / equity advisory style, which is centered around Growth & Value Strategies Realized, in wealth management space. Conditions apply.

Latest from GVSRwealth's desk

Years of experience

7+ years

SEBI Registered

INH200009795

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All your questions answered

Frequently asked questions

What are the products offered?

A smallcase is a basket of Stocks/ETFs. GVSRwealth creates smallcases around Themes / Sectors / Segments / Growth / Value / Steadfast: Bulk of the Smallcases are designed around either a theme or a segment or a sector, or an investment style (Growth or Value or Steadfast) and have the flavour of being theumatic in nature. Insurance services fims, wealth management services firms, medical diagnostic services firms, e-commerce services firms, Consumer Food Cos, Aerospace and Defense sectors, Agri-Commodities, Agro-chemicals, Speciality chemicals etc., to name a few.

What is their investment philosophy?

GVSR (the tradename) reflects the Investment philosophy of the Smallcase Manager. GVSR can well be remembered as " Growth and Value Strategies Realised., Growth Strategy: Well managed companies have the potential to experience rapid growth in their initial years on account of their moat / differentiated skills etc. Some of such smallcap companies have the potential to eventually settle down and large cap steady growth companies with leadership position in their chosen sectors and segments. , Value Strategy: Several small, mid and large cap companies may experience erosion in moat / ROCE etc., their journey through the rapid growth phase or in their journey in achieving massive scale, size and complexity in their operations. Value Buying Strategy is centered around identifying / discovering hidden value in organisations vis-a-vis their quoted price , Steadfast: Some of Good to Great Companies may continue to rise at a Steady pace , despite achieving leadership positions in their chosen market segments. Many of them have the potential to report (by and large) Steady performance. Blue Chip companies often have the potential to display such steady performance for a long period of time.

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.