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
What differentiates us from others
Transparency
Low Portfolio-churn
Man-with-Machine
Benefits
Our Products
Dream Big Series
Dream Big Series – Large Cap Ascend
Dream Big Series – Mid Cap Prime
Dream Big Series – Small Cap Surge
Dream Big Series – Midcap Maestro
Dream Big Series – Small Cap Sharp
Flagship Strategies
Himalayan Compounder
Shivalik Growth
Safe Fortress
Young Everest
Little Orion
How to Invest
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Featured In
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.
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.
FidelFolio offers 5 equity strategies for different risk profiles:
- Great Himalayan Compounder: Avg. Risk, Long-Term
- Shihvalik Compounder: Lower Ticket version of Great Himalayan
- Safe Fortress: Low Risk, Long-term
- Young Everest Equity: Smallcap, Above avg. Risk
- Little Orion Equity: Smallcap, Above avg. Risk
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.
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.