About Stoic

Stoic Investing is a consulting powerhouse. We began our operations a few decades ago and have grown due to excellent relationships with our clients. We started out small, with just a few people and a small office, but today we have offices in multiple countries with hundreds of people working inside them.

We achieved our success because of how successfully we integrate with our clients. One complaint many people have about consultants is that they can be disruptive. Our clients face no such issues.

Our objective is to maximize wealth by investing into equities by implementing investment strategies that are thouroughly tested and backed up by evidence. The return expectation from each strategy is different based on the portfolio selection and allocation methodology.

 

We provide advisory on Asset Allocation and 3 different portfolio strategies with different investment objectives. You can know more about them by clicking here

Founder & CIO

Puneet Khurana, CFA®

CFA(U.S), MBA (MDI, Gurgaon), B. Tech (NIT, Bhopal)

Member – Mensa India, Visiting Faculty (IIT Delhi)

 

  • Total Experience : 14 + years
    • 11 years of Equity Research & Portfolio Management
    • Ex Research Head, Billion$ + India Focused hedge fund
    • Keynote Speaker at many Investment & Academic conferences

Stoic Edge

Other than Structure, Process, Analysis & Behavioral edge, we are good at being Contrarian.

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No hiding behind ‘Circle of Competence’: If we find a sector showing promise, we don’t simply ignore it because it is out of ‘competence zone’. Investing is about constant learning and expanding the Circle of Competence.

No Sector Preferences: Markets don’t just give opportunities in our favourite sectors. Even though some sectors are more structurally positive than others but we go where the evidence guide us.

Open to Market Cap: Ideally, we prefer Mid and Small Caps but on occasions more value is in Large Caps vis a vis Mid and Small Cap companies and if there is evidence, we shift our focus.

“In short, we go where evidence of value exists and we build our knowledge base to invest in those opportunities and strongly believe in not chasing the crowd and momentum.”

Our Services

Portfolio Advisory Services

We provide advise to construct complete portfolio based on thouroughly tested , evidence focussed strategies building in decades of experience and market observations across market cycles locally and globally.

 

Currently, we have 3 separate portfolios that we advise on. Know more about them by clicking here

Wealth Management & Asset Allocation

While most wealth management firms acts as distributors of countless products, we at Stoic Investment believe that the biggest value add as wealth manager comes when great asset allocation strategy combines with active asset selection based on the market condition.

By combining market understanding with fundamental focussed asset selection, we are able to provide a actively managed portfolio of assets spread across Equity, Debt and Gold aimed toward the objective that we arrive at.

And we DON’T act as dstributors and DON’T take any commissions from any product provider keeping our incentives pure and aligned to the client