Boasting nearly a decade of investment experience in the Indian markets, Ishmohit has observed multiple sector cycles, experiencing both tailwinds and headwinds. As an educator at SOIC, he has shared his insights on fundamental analysis with more than 10,000 students. His educational background includes a postgraduate degree in Financial Management from NMIMS. Before co-founding SOIC, Ishmohit worked as a Research Analyst for a Delhi-based family office.
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Ishmohit Arora
Boasting nearly a decade of investment experience in the Indian markets, Ishmohit has observed multiple sector cycles, experiencing both tailwinds and headwinds. As an educator at SOIC, he has shared his insights on fundamental analysis with more than 10,000 students. His educational background includes a postgraduate degree in Financial Management from NMIMS. Before co-founding SOIC, Ishmohit worked as a Research Analyst for a Delhi-based family office.
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Years of experience
8+ Years
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INH000012582
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The portfolios showcased in the video are dummy portfolios provided solely for illustrative and informational purposes. It is not a recommendation, investment advice, or advertisement, and should not be relied upon for making any investment decisions
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Frequently asked questions
We prioritize companies with over 20% earnings growth and reasonable valuations. Our focus is on mid and small-cap stocks, but we also consider large-cap stocks that meet our criteria. We do not recommend micro-cap due to liquidity limitations.
1. Identifying Opportunities, 20% + earnings growth: Seeking companies with strong financial performance and value creation potential., Supply-side dominance: Targeting companies with control over pricing and distribution for sustainable growth., Market Leadership: Prioritizing investments in companies holding significant industry share for long-term profitability., 2. Reasonable Valuations, Good Quality + Cheap Price: Seeking undervalued companies with strong fundamentals for favorable returns., Growth + Value Investing: Combining growth and value strategies for long-term growth and attractive valuations., Margin of safety: Emphasizing investments with a significant discount to intrinsic value to minimize risk and increase potential returns., 3. Disciplined Research, Selective Approach:, We patiently analyze opportunities, choosing high-quality businesses at affordable prices. Our selective approach leads to smart investment decisions, long-term success, and good returns.
A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
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