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We empower our customers to invest in high-quality businesses & build long-term wealth 

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ABOUT US
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Welcome to Tikona Capital

Tikona Capital is a SEBI Registered entity specialized in Investment Advisory, Research Analysis, and Equity Portfolio Advisory focused on providing Wealth Management Services and Financial Planning, driven by in-depth research, professional network, and strong conviction to C-suite executives, Working professionals, High Net worth Individuals, Family Offices, Corporates, and Institutions.

Our Services

Out products
Why CHoose us

Why Choose Us?

Strong Educational Background

All India Rank holder Chartered Accountant 
CFA Level 2 passed

Decade of Expertise

Multi-Disciplinary Experience of more than decade and a half

Performance

Track Record

Competitive returns and

outperformed benchmark

Dedicated Network

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of Market Participants - Institutions, Corporates and Intermediaries

CONTACT US

A range of portfolios to choose from

SUBSCRIBE TO THE THEMES OF YOUR CHOICE
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The Brain Behind Tikona,
Sumit Poddar

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Our founder, Sumit Poddar, has over a decade and a half of experience in Equities, Investments and Portfolio Management, working as the Fund Manager and Head of Equities with top institutions of the country like Aditya Birla Sunlife, Star Union Dai-ichi Life Insurance, and Tata Consultancy Services. He has managed over 2,000 Cr of AUM with the above financial organizations. He is an All India Rank holder in Chartered Accountancy, having completed CFA level 2 and Bachelors of Commerce from Mumbai University. During his tenure with the above institutions, he established his wealth-creation skills by formulating and building stock portfolios based on top-down and bottom stock-picking strategies to achieve competitive, sustainable returns. Stock selection and allocation to the portfolio are driven by deep industry/company research, competitive analysis, and due consideration of global/domestic macroeconomics, interest rate environments, and differentiating earnings growth in such environments. He has managed portfolios including Large-cap funds, midcap funds, balanced funds, absolute return funds, and the highest NAV funds. He managed Aditya Birla Sunlife Insurance - Value and Momentum fund, which delivered the highest return in FY17, outperforming the small-cap and midcap funds in mutual funds or the insurance industry, thereby more than doubling the AUM of the fund. Learning from experienced professionals and investment gurus across the span, some of whom are his mentors, and applying his solid foundational skills and tricky figure crunching and analytical talents to uncover investment possibilities. His strength is years of experience in discovering not-so-fashionable investment ideas and building a formidable exposure to gain in multiples. Most of these ideas have had a base of solid fundamentals, differentiated business models, and capable management.

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OUR INVESTMENT PHILOSOPHY

Our curiosity arises from

Wealth is created with TIME in the market rather than TIMING the market.

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