KP Equity

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KAVAN DILIPBHAI PATEL

Kavan Patel has more than 7 year of experience in stock market with expertise in Technical analysis, He has produced great results for his clients in equity and derivative segments.He has excel his skill in momentum investing through technical analysis and data analysis. He holds B.E degree in mechanical engineering with PGDM in finance and marketing. He is NCFM certified technical analyst by NSE.

Years of experience

3+ YEARS

SEBI Registered

INH000006174

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All your questions answered

Frequently asked questions

What are the products offered?

momentum investing (medium term investing), future trading, option trading,

What is their investment philosophy?

Research backed by technical analysis and data analysis to ride big trends in stock market.

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.