Expert-Driven, Science-Backed Investing for Your Future

Transparent fundamental investment solutions where modern AI tech marries mainstream long-term investing

Is FidelFolio Suitable for you

“I don’t look to jump over seven-foot bars; I look around for one-foot bars that I can step over.” 

Warren Buffet

Patience

Patience

We prioritize long-term growth and enduring value, aligning your investments with your future goals.

Discipline

Discipline

Our structured investment strategies ensure consistency and reliability, safeguarding your financial aspirations.

Investing, Not Trading

Investing, Not Trading

We prioritize strategic investments that create sustainable wealth over time, empowering your financial journey.

What differentiates us from others

Transparency

Fidelfolio ensures transparency with an objective, rule-based framework verified by public data. The firm clearly communicates risk and return prospects, grounded in fundamental and economic rationale

Low Portfolio-churn

Fidelfolio’s low portfolio churn strategy reduces transaction costs and tax liabilities by minimizing trades and holding investments longer, ensuring stable and consistent performance.

Man-with-Machine

Fidelfolio combines a human-centric approach with a rigorous scientific fund management process, ensuring that strategies are meticulously selected through expert judgment and insight

Benefits

Immunity to short-term market fluctuations

Immunity to short-term market fluctuations

Consistent, safe and superior returns

Consistent, safe and superior returns

Lower transaction & impact cost, lower tax liabilities

Lower transaction & impact cost, lower tax liabilities

Highly secured investment approach

Highly secured investment approach

Objective, free from human biases

Objective, free from human biases

Best of both worlds - man & machine

Best of both worlds - man & machine

Our Products

FidelFolio Shivalik Compounder

FidelFolio Shivalik Compounder

Avg. Risk | Long-term | Compounds Profit & cashflow at 20%+ annually | Low Churn & Leakage Cost

Type

Cagr since Dec 2020

Medium Volatility

14.76

Recommended Portfolio

Annual Fees

testing

° Free

FidelFolio Little Orion Equity

FidelFolio Little Orion Equity

Above Avg. Risk | Small-Cap Focus | Shown Rapid Balance Sheet Growth in 5-years | Improving ROC(&E)

Type

Cagr since Dec 2020

High Volatility

14.76

Recommended Portfolio

Annual Fees

Any Size

° Free

FidelFolio Great Himalayan Compounder

FidelFolio Great Himalayan Compounder

Avg. Risk | Long-term | Compounds Profit & cashflow at 20%+ annually | Low Churn & Leakage Cost

Type

Cagr since Dec 2020

Medium Volatility

14.76

Recommended Portfolio

Annual Fees

Any Size

° Free

FidelFolio Young Everest Equity

FidelFolio Young Everest Equity

Above Avg. Risk | Small-Cap Focus | At least doubled Profit & CFO in 5-years | Above avg. ROCE

Type

Cagr since Dec 2020

High Volatility

14.76

Recommended Portfolio

Annual Fees

Any Size

° Free

FidelFolio Safe Fortress

FidelFolio Safe Fortress

Low Risk | Long-term | Stable Compounders with Multi-decadal consistency | Low Churn & Leakage Cost

Type

Cagr since Dec 2020

Medium Volatility

14.76

Recommended Portfolio

Annual Fees

Any Size

° Free

FidelFolio Shivalik Compounder

FidelFolio Shivalik Compounder

Avg. Risk | Long-term | Compounds Profit & cashflow at 20%+ annually | Low Churn & Leakage Cost

Type

Cagr since Dec 2020

Medium Volatility

14.76

Recommended Portfolio

Annual Fees

testing

° Free

FidelFolio Little Orion Equity

FidelFolio Little Orion Equity

Above Avg. Risk | Small-Cap Focus | Shown Rapid Balance Sheet Growth in 5-years | Improving ROC(&E)

Type

Cagr since Dec 2020

High Volatility

14.76

Recommended Portfolio

Annual Fees

Any Size

° Free

FidelFolio Great Himalayan Compounder

FidelFolio Great Himalayan Compounder

Avg. Risk | Long-term | Compounds Profit & cashflow at 20%+ annually | Low Churn & Leakage Cost

Type

Cagr since Dec 2020

Medium Volatility

14.76

Recommended Portfolio

Annual Fees

Any Size

° Free

FidelFolio Young Everest Equity

FidelFolio Young Everest Equity

Above Avg. Risk | Small-Cap Focus | At least doubled Profit & CFO in 5-years | Above avg. ROCE

Type

Cagr since Dec 2020

High Volatility

14.76

Recommended Portfolio

Annual Fees

Any Size

° Free

FidelFolio Safe Fortress

FidelFolio Safe Fortress

Low Risk | Long-term | Stable Compounders with Multi-decadal consistency | Low Churn & Leakage Cost

Type

Cagr since Dec 2020

Medium Volatility

14.76

Recommended Portfolio

Annual Fees

Any Size

° Free

How to Invest

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05

Visit fidelfolio.smallcase.com

 click here to go to FidelFolio’s smallcase page

Select Smallcase/Subscribe

Click on ‘Subscribe Now’ button on the landing page

Login with your broker

Login with your broker demat account

Risk Profile

 Answer simple questions to complete risk profiling

Subscribe • Pay Fee • Invest

Pay subscription fee and
place order.

Featured In

FAQs

Got any questions?
we’re here to help

What is a Fidelfolio 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.

How does FidelFolio execute this investment philosophy?

We believe that the holy grail of investment in today’s world is where classic fundamental investment philosophy meets new age machines. Using our experience and deep understanding of investments, we have created proprietary machine learning algorithm to identify companies that would be profit compounders over the next 5-10 years. Our system has been trained with over 50 million data points of all listed companies in the Indian markets since 1991. Our system has been trained to identify stocks that are expected to generate 25%+ CAGR investment returns over long-term. These stocks are subjected to our proprietary clean accounting framework to weed out the companies with unscrupulous promoter and management.

What are the products offered?

FidelFolio offers 5 equity strategies for different risk profiles:

  1. Great Himalayan Compounder: Avg. Risk, Long-Term
  2. Shihvalik Compounder: Lower Ticket version of Great Himalayan
  3. Safe Fortress: Low Risk, Long-term
  4. Young Everest Equity: Smallcap, Above avg. Risk
  5. Little Orion Equity: Smallcap, Above avg. Risk
Is it a black-box-algorithm that invests blindly in what machine learning system recommends?

We believe a combination of human and machines is the most effective duo in investments today. Our team of fundamental analysts works on understanding the underlying drivers and reasons why the stocks would produce compounding earnings over the next decade. Only once we achieve the conviction for each stock we include it in the portfolio. We believe human oversight is of utmost importance to effectively leverage the power of machines today.

How do I track my Fidelfolio 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.

Our Partners

About FidelFolio

Fidelfolio Investments is an equity advisory firm combining machine learning and human wisdom to develop long-term, fundamental investment strategies. Our proprietary ML algorithm creates these strategies, which are then refined by our investment team.

We employ a low-churn, buy-and-hold approach, focusing on real growth signals and avoiding market noise. Our strategies are monitored and updated regularly, with our ML algorithm providing periodic recommendations that the investment team reviews for potential changes.

Kislay Upadhyay, our Fund Manager and Founder, is a SEBI-registered Investment Advisor (INA000016056).

Kislay Upadhyay

Investments

About our Founder

Kislay is the founder and CIO of FidelFolio Investments.
Experienced in Fund Management industry, he has worked at Ambit Capital (Sr Analyst), Abakkus Asset Managers (BFSI Analyst), Synergy Consulting (M&A) & National Stock Exchange. At Ambit, his team pioneered rule-based investing in India and developing investment strategy & book: ‘Coffee Can Investing’ (2018). He also co-authored: ‘The Big Call – Bubble in Quality’ (2019).

Kislay holds MBA from IIM Lucknow, BE from VTU, CFA (Level II), NISM RA, RIA (XA, XB) and certificate holder of ‘AI in Financial Markets’ by NSE Academy.

FidelFolio Great Himalayan Compounder
FidelFolio Little Orion Equity
FidelFolio Safe Fortress
FidelFolio Shivalik Compounder
FidelFolio Young Everest Equity