Direct Equity Advisory Offerings


SmallcaP Algorithm based Research on Keystocks

NEXT 650/1000 companies listed . Expert Equity Investing with a Trusted Advisor

About Spark

To generate long-term capital appreciation by investing in small-cap companies with strong fundamentals and high growth potential, in line with the Roots & Wings philosophy.

Basis of selection of such types of securities as part of the investment approach:

The selection of securities is based on the roots & wings philosophy, targeting small-cap companies with low debt, consistent ROE/ROCE, promoter integrity, and significant growth prospects.

Description of types of securities:

Listed Securities, Liquid Mutual funds.

Allocation of portfolio

This approach invests in Equity and Equity-related instruments across the entire market capitalization spectrum, including small-cap companies.


Nifty 50 (as per circulars SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 & APMI/2022-23/02)

Investment horizon

3 to 5 years and above

Salient features

Salient features include a preference for established businesses with a diverse range of market capitalizations. Portfolio Churn depends on the results of the periodic review process and the detection of early risk indicators.

Risks associated with the investment approach

Market risk, liquidity risk, and concentration risk as it focuses on a limited number of stocks.

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