Tikona Capital Finserv Pvt Ltd is a wealth management firm offering services driven by in-depth research, a professional network, and strong conviction. We cater to working professionals, and Entrepreneurs , dealing in Mutual funds, Unlisted opportunities, Pre-IPO, differentiated AIFs and PMS, and IPO advisory. Our investment objective focuses on client financial success and well-being, realistic data analysis, and extensive in-house research. At Tikona, we believe in creating finite solutions in a volatile financial environment, emphasizing the process of managing money.

Sumit Poddar, the founder of Tikona Capital, has over 20 years of experience in equities, investments, and portfolio management. He has held significant positions in top financial institutions and has managed substantial assets under management (AUM). Sumit is an All India Rank holder in Chartered Accountancy and has completed CFA Level 2.

At Tikona, we believe that a realistic assessment of our life liabilities and, thereby, the right solution of cash flows with patience can create generous wealth over the life cycle. Our products are driven by our investment philosophy of building long-term wealth by investing in high-quality businesses at reasonable relative valuations. Portfolios in our products are built after due consideration to: BUSINESS: Sector opportunity, growth drivers, profitability enablers, capital efficiency MANAGEMENT: Healthy Return on Equity with low leverage, efficient capital allocation, and leadership to create differentiation VALUATIONS: Reasonable relative valuations giving due consideration to business dynamics and management quality

Our planners collect important information like Age, Income, Dependants, Assets, Liabilities, etc., and asses the required key elements for planning. Comprehensive shall include goal planning, financial planning, and asset allocation.

The recommended model portfolios have nominal fees. For latest updates check tikonacapital.smallcase.com for latest pricing and offers for you ! Investors looking for tailor-made wealth creation solutions may contact us at sumitpoddar@tikonacapital.com

Tikona Capital is a SEBI Registered entity specializing in Investment Advisory, Research Analysis, and Equity Portfolio Advisory. Sumit Poddar, the founder, is a SEBI Registered Research Analyst (INH000009807). Tikona Captal Finserv Pvt Ltd is a Seprately Identifiable Unit for distribution

Tikona Capital Finserv offers Wealth Management Services and Financial Success Planning. Our products include model portfolios, Model Portfolios for Accredited Investors (AI) , Mutual funds, Unlisted opportunities, Pre-IPO, differentiated AIFs and PMS, and SME IPO advisory. We cater to C-suite executives, working professionals, high net worth individuals, family offices, corporates, and institutions. Explore our Products and services at tikonacapital.com

Choosing Tikona Capital ensures trust-based, unbiased AI-driven investment recommendations and execution focused solely on achieving your goals. Our founder, Sumit Poddar, has over 20 years of experience in equities, investments, Research and portfolio management. Our expertise, qualifications, and skills allow us to understand your needs and provide the right strategies and solutions to achieve your financial goals.

If you have a trading and demat account with one of the supported brokers, you can start investing in smallcases. By clicking on 'Buy smallcase or 'Login', you can view the supported brokers and login with the respective credentials. One time Documentation with a simple process of a few clicks will be taken care of. The funds from your broker account would be used for investing in smallcases. If you don't have a broker account, many brokers offer the online opening of accounts. the list of brokers you can have a brokerage account with: Alice Blue, Motilal Oswal, FundzBazar, Edelweiss, 5paisa, HDFC Sec, Upstox, Groww, Angel One, Axis Direct, Dhan, ICICIdirect, IIFL Sec, Kotak Sec, Trustline, Zerodha. If you are looking for a customized solution, we will help you open an account and provide advisory services to suit your needs. Send your details at contact@tikonacapital.com to discuss further.

Tikona Capital finserv's investment philosophy focuses on creating solutions and model portfolios to help clients achieve their financial goals and wealth creation. We believe in a realistic assessment of their benchmarks and the complete solutions to build wealth over time. We emphasize investing in high-quality investment opportunities with long-term potential, aiming for superior risk-adjusted returns. Our strategy involves fundamental analysis and investing in growth-focused firms, ensuring sustainable and compounded returns.