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Gaurav Goel

Gaurav has a rich experience of 2 decades in the financial industry in India & Singapore. He has worked with large Private Banking Institutions like Barclays Wealth and ICICI International Private Banking as a Private Banker and with IIFL wealth and ICICI Bank as an Investment Adviser.

His core competency lies in client engagement, financial planning and identifying right set of products for the clients.

Gaurav is post graduate from Indian Institute of Foreign Trade, New Delhi (1998-2000).

Currently he is working on his own as an entrepreneur and is registered with SEBI as an Investment Adviser

His core competency lies in client engagement, financial planning and identifying right set of products for the clients.

Gaurav is post graduate from Indian Institute of Foreign Trade, New Delhi (1998-2000).

Currently he is working on his own as an entrepreneur and is registered with SEBI as an Investment Adviser

Years of experience

20 years

SEBI Registered

INA100014426

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All your questions answered

Frequently asked questions

What are the products offered?

Equities (Direct/ETF's/Mutual Funds), Fixed Income (Mutual Funds/Fixed Deposits/ Bonds, etc), Portfolio Management Schemes, Aternate Investment Funds, Insurance, Trusts and Wills.

What is their investment philosophy?

Strongly believe that equities are meant for long term investing. Clients should understand the risks and adhere to their recommended asset allocation. I also feel that there has to be a "method in madness" and one should not deviate from the fundamental principles of investing., In case of equities, the underlying philosophy is to identify quality equities with high ROCE's, sound management & corporate governance standards, prudent valuations and strong business growth sustainability patterns., Core objective of fixed income is to provide safety of principal, low volatility and returns that can beat inflation.

What is a 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.

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.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.