First Global Finance Private Limited
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Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by First Global Finance Private Limited Research Desk.
Managed By

First Global

SEBI Registered

INH000004635

Experience

30+ years

Investment Strategy

Factor Investing

Quantitative +1

Ms. Devina Mehra Founder, Chairperson & Managing Director

 

She is one of the most respected names in the world of investing and research for 3 decades.

 

After setting up India's leading securities & research firm in the 90s, she spearheaded its global foray 1999 onwards making First Global the first Asian (ex-Japan) member of the London Stock Exchange & the NASD & setting up a truly global research team covering stocks across the Americas, Europe & Asia.

 

Quoted extensively in the Indian media as well as in The Wall Street Journal, Financial Times, Forbes, Business Week etc, she has called out major market turning points & was an early investor in HDFC Bank, Amazon, Apple, etc.

 

She is a Gold medallist from IIM Ahmedabad & Lucknow Univ.

 

Mr. Achin Agarwal Head, Quantitative Research

 

He heads the Quant Research, Artificial Intelligence & Machine Learning unit, leading a team of highly qualified mathematicians & engineers.

 

His research interests in Maths & AI, include deep learning, natural language processing, genetic algorithms, distributed computing & their applications in asset management.

 

He has an MBA from IIM Bangalore & B.Tech. in Computer Science from IIT Kharagpur.

 

Ms. Kavita Thomas VP, Research

 

With 20 years of experience in Equity Research, she was a part of the initial team at FG that set up a comprehensive global research product in early 2000s.

 

Since 2013, she has spearheaded the fundamental research & fund management team at FG. Her research has been featured in Wall Street Journal, CBS Marketwatch, Business Week, Barron's etc.

 

She has a B.Pharm. degree plus an MBA from Mumbai University where she topped the course.

 

Mr. Alok Kumar Product Specialist

 

With 17 years of experience in analyzing India & Global Markets, he was involved in the development & deployment of FG's ExoTech systems like Agreement in Motion (AIM)™ and Weight Watcher (WW)™

 

He has an MBA in Finance from Pune University & CTM from ICFAI, Hyderabad.

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01

Choose

Choose a suitable portfolio that matches your investment objective

02

Subscribe

Subscribe to the portfolio to get access to the constituents and future updates.

03

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

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All your questions answered

Frequently asked questions

What are the products offered?
First Global - Human plus Machine model [FG-HUM]:, The FG-HUM is a game-changing offering for small and mid-size investors. It is a curated list of 25-30 stocks from India that simplifies your equity investing completely. , This portfolio is usually rebalanced every 3 months, although there would be occasional mid-quarter changes. , On rebalancing date, based on an in-depth analysis of micro and macro data, some stocks leave the basket and other stocks enter. , The engine that drives the portfolio is the FG ExoTech, that is First Global’s proprietary tech stack, which relies on a number of cutting-edge Machine Learning models, with an overlay of decades of human intelligence. , It is this model that has provided First Global with the very best performance in the Multi-cap Portfolio Management space since inception on both pure returns as well as risk-adjusted returns. The same model is now available to smaller investors, This combinatorial approach of Human + Machine helps identify stocks that are best positioned to capture nearly every single alpha-generating move in the markets., The portfolio is not skewed towards any particular sector or market cap range. In fact, that is the beauty of the approach, that the portfolio is not restricted to any particular set of factors, stocks or sectors. The strategy is to remain flexible and open to portfolio changes without getting attached to the past.
What is their investment philosophy?
First Global’s investment strategy is data and situation-based. They rely on the fact that flexibility is key to managing portfolios well, as no strategy works forever., They adapt and marry these with zero-emotion risk management. , Risk Management and protecting investors' money is absolutely the cornerstone of their philosophy., First Global's portfolio selection is based on their proprietary Human + Machine Model, the ExoTech., They have a blended investment strategy which is designed taking into consideration multiple factors like Value, Growth, Price Movement, Valuation, Quality of Stock, Overall Market Dynamics, etc. Essentially, they have a bias-free approach to investing. Their Human + Machine Model is purely clinical. It doesn't storify investing., Also, their strategy is one of taking a large number of small bets as opposed to the conventional strategy of taking a small number of large bets. As a result of this diversification, they have found that one can generate tons of alpha without adding proportionately to risk., Avoidance of big losses is absolutely central to their investment process and philosophy, and Risk Management is the God they worship.
What is a smallcase ?
A smallcase is a basket of stocks/ETFs* in a specified weighting scheme 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.
Who can subscribe to these smallcases?
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.,
How do I track my smallcases?
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.
How can I cancel my eMandate?
One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.
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