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ABOUT US

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

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‘It's not about money but the process of managing the money’ 

Tikona Capital is an Equity Portfolio Management and Investment Advisory Firm focused on providing wealth management services and financial planning.

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Welcome to Tikona Capital

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OUR SERVICES

Out products

WHY CHOOSE US?

Strong Educational Background 

Rank holder CA, CFA level 2 

High Performance 

Highest return of 45.9% in FY17 by BSLI Value & Momentum

Decade of Expertise

Multi-Disciplinary Experience of more than 1.5 decades

Dedicated Network

Sell Side Analyst | Direct Relationship with Corporates | Market Participants: CIO, Fund Manager

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Why CHoose us

OUR INVESTMENT PHILOSOPHY

Our curiosity arises from

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

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YOUR JOURNEY TO WEALTH CREATION

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Register

Opt for a product

Partner with Broker for Execution

Sell / Rebalance as per Periodic Updates

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 more than 2,000Cr of AUM with the above financial organizations. He is an All India Rank holder in CharteredAccountancy, having completed CFA level 2 and Bachelors of Commerce from Mumbai University.

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FAQs

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  • What is 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 investment objective is centered around client financial well-being, realistic data analysis, and extensive in-house research. Our purpose is to promote financial freedom by inducing savings, goal planning, and prudent asset allocation by investing in a disciplined manner to accomplish personal goals. At Tikona, our belief is driven by creating finite solutions in an environment of infinite availability and volatility of financial products. Triangle in our logo represents the finite filtering out unknowable edges from the circle-the ultimate unknowability of nature. Sometimes it's not about money but the process of managing the money.
  • Who is the founder at Tikona Capital ?
    Sumit Poddar, the founder of Tikona Capital, has over a decade and a half of experience in Equities, Investments, and Portfolio Management, working as a 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 more than 2,000 Cr of AUM with the above financial organizations. Education - He is an All India Rank holder in Chartered Accountancy, having completed CFA level 2 and a Bachelor 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-up 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 and 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 the 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, 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 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.
  • How does Tikona Capital recommend stocks, a set of stocks, or a model portfolio?
    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
  • How does Tikona Capital create my financial plan?
    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.
  • What are your fees for small cases?
    The recommended portfolios have nominal fees. For latest updates check tikonacapital.smallcase.com Investors looking for tailor-made wealth creation solutions may contact us at sumitpoddar@tikonacapital.com
  • Is Tikona Capital Regulated?
    Tikona Capital is a SEBI Registered Investment Advisor (INA000016807) and a SEBI Registered Research Analyst (INH000009807).
  • What is the range of services that we offer?
    Smallcase - tikonacapital.smallcase.com Wealth Desk - tikonacapital.wealthdesk.in Equity Portfolio Advisory - tikonacapital/equity-portfolio-advisory Financial Planning - tikonacapital/financial-planning
  • Why Tikona Capital and not your local advisor?
    With Tikona Capital, you can be confident that the investment advice given will be conflict-free and only in the interest of achieving your long-term goals. The founder has over 10 years of experience in the equity fund management, insurance, and financial products space. Our experience, qualifications & skills enable us to understand you and your needs and then offer you the right strategies & solutions to achieve your goals.
  • Can NRIs invest through Tikona Capital?
    Not as of now. However, we are working towards bringing a solution for NRIs.
  • What documentation is mandatory to become a Tikona Capital client?
    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.
  • What is our investment philosophy?
    Click here to learn about our investment philosophy.

Hear It from Our Customers

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