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TECHNOFUNDA VENTURES

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Vivek Mashrani, CFA

Mr. Vivek Mashrani has completed his MBA in Capital Markets from NMIMS, Mumbai in 2012 and worked for UBS Verity (Hyderabad) in Investment Banking for 2 years. Later he joined HSBC as Senior analyst and moved up to AVP, worked there for almost 8 years in Investment Banking and Strategy roles at the Bangalore and London office. Later started his own ventures.

Currently, Mr. Vivek is Founder, Director and Principal Officer at Technofunda Ventures Pvt Ltd, a SEBI Registered Research Analyst Company, based out of Ahmedabad, India. He is also building Investing Community under his TechnoFunda Investing initiative to help people become better investors.

He is a CFA® Charterholder and member of CFA Society India. Vivek is a strong believer of lifelong learning, networking and collaboration.

He is author of 2 bestseller books – You Can Compound (on investing) and ACTION (on personal finance).

He is a CFA® Charterholder and member of CFA Society India. Vivek is a strong believer of lifelong learning, networking and collaboration.

He is author of 2 bestseller books – You Can Compound (on investing) and ACTION (on personal finance).

Years of experience

15+ Years

SEBI Registered

INH000012272

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All your questions answered

Frequently asked questions

What are the products offered?

Technofunda Research offers products ranging from sector thematic to long term portfolios.

What is their investment philosophy?

We follow TechnoFunda Investing Principles for stock selection and focus on below parameters:, Technicals - strong focus on price volume action to spot potential opportunities with emerging demand, Fundamentals - companies with potential improvement in fundamentals, Sector Rotation - identifying emerging or fast growing sectors,

What is a smallcase ?

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.

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.

Are there lock-in periods?

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.