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Equity Model Portfolio

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You want to invest in the stock market but lack the time and knowledge to manage your account. Which stocks should you buy, and how should your portfolio be structured? Tikona Capital is the company you can entrust your investing journey to.

 

We all want to invest, develop, and sustain wealth, whether we are just starting out in the equity markets or are seasoned investors. At Tikona Capital, our goal is to make wealth creation a straightforward, accessible, and long-term endeavour.

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What is an Equity Model Portfolio?

Our equity model portfolio service is geared toward mid- to long-term equity market investors who value a disciplined investment approach.

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Our investment philosophy is to create wealth by investing in high-quality firms at appropriate relative valuations that provide long-term, compounded risk-adjusted returns on concentrated exposure.

Why choose a Equity Model Portfolio?

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Our services offer tailored equity investment solutions to meet the financial objectives of a wide spectrum of clients, including CXOs, HNIs, UHNIs, and family offices.

We provide a number of portfolios, including large-cap, multi-cap, and thematic, from which investors can select according on their risk tolerance.

Our Advisory is non-discretionary in nature, allowing you to retain complete control over your stocks and money while seeking professional guidance.

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Why Tikona Capital?

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Detailed consultation call to understand your goal and preference

We help you build a diversified portfolio to balance risk and sustainable returns

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Quality and thoroughly researched stock selection

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Disciplined approach and periodic monitoring

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100% Transparent

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Every Portfolio is customized to your needs on the following basis:

Your risk tolerance

are you a risk-taking, conservative, or moderate investor?

Your investment objectives and interests

 long-term or short-term investments? 

Your thematic preferences

Globalization, Technification, Clean Energy, Formalisation, Consumerism, Financialization.

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10th Flr, Parinee Cresenzo, C-30, G Block, BKC, Bandra (E), Mumbai : 400051

Registered Name: Sumit Poddar Proprietor Tikona Capital                     Brand Name: Tikona Capital

Registered Address:  2C 123 Kalpataru estate, JVLR, Andheri East, Mumbai, 400093

Research Analyst Registration Number: INH000009807 | Validity: Jun 13, 2022 to Jun 12, 2027

Contact details: contact@tikonacapital.com | Contact details of Principal Officer: sumitpoddar@tikonacapital.com

SEBI regional/local office address: SEBI Head Office (HO) ,Plot No.C4-A, G Block, Bandra-Kurla Complex, Bandra (East),Mumbai - 400051, Maharashtra

SEBI Contact no +91-22-26449000 / 40459000  E-mail: sebi@sebi.gov.in

“Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. ”

“Investment in securities market are subject to market risks. Read all the related documents carefully before investing."

Details of designation
Contact Person Name
Address where the physical address location
Contact No.
Email
Time
Principal Officer
Sumit Poddar
2C/123 Kalpataru Estate, JVLR, Andheri East, Mumbai : 400093
9833362498
sumitpoddar@tikonacapital.com
9:00 AM to 6:00 PM
Customer Care
Sumit Poddar
2C/123 Kalpataru Estate, JVLR, Andheri East, Mumbai : 400093
9833362498
contact@tikonacapital.com
9:00 AM to 6:00 PM
Head of Customer Care
Sumit Poddar
2C/123 Kalpataru Estate, JVLR, Andheri East, Mumbai : 400093
9833362498
contact@tikonacapital.com
9:00 AM to 6:00 PM
Compliance Officer
Sumit Poddar
2C/123 Kalpataru Estate, JVLR, Andheri East, Mumbai : 400093
9833362498
contact@tikonacapital.com
9:00 AM to 6:00 PM
CEO
Sumit Poddar
2C/123 Kalpataru Estate, JVLR, Andheri East, Mumbai : 400093
9833362498
contact@tikonacapital.com
9:00 AM to 6:00 PM

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