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Ujjawal Kumar

Ujjawal has more than 10 years of experience across buy and sell side roles in companies like Cognizant & Edelweiss. As an Investment Banker, Ujjawal has closed multiple deals (including M&A and PE) at Edelweiss. His passion for equity research and long term investing propelled him to start his own investment firm and help retail investors in their wealth creation journey. Over the last 10 years Ujjawal has had the opportunity to evaluate multiple businesses and interact with various CXOs very closely and that has helped him develop a knack for finding good businesses & managements with long term potential. He has done his graduation from NIT Surat in Mechanical Engineering and MBA from IIM Shillong and has also completed CFA Level 2. He is available on ujjawal@wealthculture.in if you have any queries for him.

Ujjawal has more than 10 years of experience across buy and sell side roles in companies like Cognizant & Edelweiss. As an Investment Banker, Ujjawal has closed multiple deals (including M&A and PE) at Edelweiss. His passion for equity research and long term investing propelled him to start his own investment firm and help retail investors in their wealth creation journey. Over the last 10 years Ujjawal has had the opportunity to evaluate multiple businesses and interact with various CXOs very closely and that has helped him develop a knack for finding good businesses & managements with long term potential. He has done his graduation from NIT Surat in Mechanical Engineering and MBA from IIM Shillong and has also completed CFA Level 2. He is available on ujjawal@wealthculture.in if you have any queries for him.

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Years of experience

10+ Years

SEBI Registered

INH000025805

All your questions answered

Frequently asked questions

We offer 2 smallcases:, Venture Capital Investor's Portfolio: We try to identify multi-year investment themes (like recycling, renewable energy) etc. We then study the value chain within the theme and try to identify businesses that will not only benefit but continue to maintain competitive advantage. Investors who seek higher returns over the long term and can bear drawdowns in the short term should subscribe to this portfolio., Technofunda Portfolio Tracker: We try Identify sectors/industries that have gone through their worst phase and have bottomed. These sectors/industries are in the phase of revival.,
Our investment philosophy at WealthCulture is governed by two key aspects: first is preservation of capital and then follow it with capital appreciation. We seek to invest in Indian equities that run high quality businesses, operated by a high quality management, enjoying sustained long-term growth prospects at fair and reasonable prices.
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.
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.
More questions? Check out help section