Lotusdew Wealth

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Abhishek Banerjee

Abhishek Banerjee, founder of LotusDew, has over a decade experience with asset allocation, portfolio construction and quantitative investments. Formerly, he worked as a Sr. Research Analyst at Franklin Templeton in the Systematic Strategies Group researching on asset allocation, expected return models and long-short global macro hedge fund strategies. He was also a named fund manager with a $140 bn industry pension fund MN in the Netherlands. He is a Computer Science Engineer and an MBA from Rotterdam School of Mgmt & Duke University, Fuqua School of Business. He is also a Chartered Alternative Investment Analyst and a NISM Certified IA
1-1 Knowledge sharing session to deep dive into the strategies - Schedule Appointment

Abhishek Banerjee, founder of LotusDew, has over a decade experience with asset allocation, portfolio construction and quantitative investments. Formerly, he worked as a Sr. Research Analyst at Franklin Templeton in the Systematic Strategies Group researching on asset allocation, expected return models and long-short global macro hedge fund strategies. He was also a named fund manager with a $140 bn industry pension fund MN in the Netherlands. He is a Computer Science Engineer and an MBA from Rotterdam School of Mgmt & Duke University, Fuqua School of Business. He is also a Chartered Alternative Investment Analyst and a NISM Certified IA
1-1 Knowledge sharing session to deep dive into the strategies - Schedule Appointment

Years of experience

10+ years

SEBI Registered

INA200013770

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All your questions answered

Frequently asked questions

What are the products offered?

smallcase that allows retail investors to play venture capital like upside by investing in small listed companies that we think have a high quality governance board and quality earnings potential. It is accompanied by quarterly factsheets and regular professional research updates on the individual companies in the portfolio.

What is their investment philosophy?

Reputation is hard earned and we use advanced analytics to track credible people supporting small companies by governing their board.

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 Lotusdew. 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?

Lotusdew 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 Lotusdew’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.