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CA Tapan Doshi

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CA Tapan Doshi

CA Tapan Doshi, a seasoned Chartered Accountant and SEBI-registered Research Analyst with over 15 years of extensive experience in stock and capital markets.

Having served as an Equity Research Analyst, Portfolio Manager, and Financial Analyst in reputed institutions, He has established as a trusted expert in the investment industry.

Media Presence and Expertise

Regular Media Appearances:

· Television: Regular guest expert on prominent Business Channels (ET Now Swadesh, ET Now, CNBC Bajar, NDTV Profit, Business Today, Money9, The Bonus).

· Print & Digital Media: Frequently featured in renowned national financial publications:

o Economic Times | Mint | Business Today | Financial Express | MSN News

Inspired by Warren Buffett’s philosophy, he has developed the "Thoughtful Investors Framework"

· Identify high-potential multibagger stocks.

· Build portfolios resilient to market volatility.

· Implement disciplined Entry and Exit strategies to maximize long-term returns.

CA Tapan Doshi, a seasoned Chartered Accountant and SEBI-registered Research Analyst with over 15 years of extensive experience in stock and capital markets.

Having served as an Equity Research Analyst, Portfolio Manager, and Financial Analyst in reputed institutions, He has established as a trusted expert in the investment industry.

Media Presence and Expertise

Regular Media Appearances:

· Television: Regular guest expert on prominent Business Channels (ET Now Swadesh, ET Now, CNBC Bajar, NDTV Profit, Business Today, Money9, The Bonus).

· Print & Digital Media: Frequently featured in renowned national financial publications:

o Economic Times | Mint | Business Today | Financial Express | MSN News

Inspired by Warren Buffett’s philosophy, he has developed the "Thoughtful Investors Framework"

· Identify high-potential multibagger stocks.

· Build portfolios resilient to market volatility.

· Implement disciplined Entry and Exit strategies to maximize long-term returns.

Read More

Years of experience

15+ Years

SEBI Registered

INH000022932

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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

Enjoy a seamless investing experience

Get started in
3 easy steps

All your questions answered

Frequently asked questions

The platform offers a range of well-structured Smallcases and model portfolios designed to suit different risk profiles and investment horizons, including:, Large-cap focused portfolios, Flexi-cap portfolios, Mid-cap growth portfolios, Select small-cap and emerging opportunity portfolios, Thematic and model-based portfolios, Each Smallcase is built with clear investment rationale, defined portfolio weightages, and periodic review based on fundamentals and market conditions., The products are designed for investors seeking disciplined, long-term equity exposure, rather than short-term trading strategies.

The investment philosophy is centered on long-term value and growth investing, inspired by the principles of disciplined investors such as Warren Buffett, and adapted to Indian market conditions., The focus is on identifying high-quality businesses with strong fundamentals, sustainable competitive advantages, healthy cash flows, and prudent managements, while maintaining valuation discipline., Portfolios are constructed with risk-adjusted weightages, diversification across sectors and market capitalisations, and a long-term compounding mindset., Short-term market noise and speculation are consciously avoided in favour of consistent, process-driven investing., The objective is to deliver sustainable, risk-adjusted returns over full market cycles.

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.

More questions? Check out help section