Mool Capital

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Mool Capital Private Limited

Mool is a SEBI-registered Research Analyst backed by a team of analysts and investment professionals. Our team of 16 full-time associates has a diverse background encompassing technical analysis, fundamental research, and asset allocation to craft top-tier, high-alpha investment strategies for our clients. Several team members hold Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and other NISM certifications.

Years of experience

20+ years

SEBI Registered

INH000012449

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All your questions answered

Frequently asked questions

What are the products offered?

Mool offers 3 products for investors:, 1) The multi-asset momentumizer which uses price signals to position for short to medium-term trends across asset classes. The strategy is suitable for long-term alpha generation with less volatility through asset class diversification., 2) Fund Manager picks which is a multi-cap equity solution that selects the high conviction bets of prominent fund managers. This strategy is suitable for investors who need to create long-term wealth by investing across the large, mid and small cap space., 3) Index Leaders which is a large cap focused equity strategy that seeks to allocate investor capital to companies with high ROE and solid earnings growth profiles. This strategy is suitable for investors who need to create wealth by investing only in bluechip companies.

What is their investment philosophy?

The equity research team believes that a combination of technical, quantitative and fundamental analysis works best to deliver good return outcomes for investors. While the quantitative and fundamental factors help identify great investment opportunities, price signals from markets an also help determine suitable asset allocation in a VUCA (Volatility, Uncertainty, Complexity and Ambiguity) world.

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.