Samar Wealth
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SAMAR WEALTH ADVISORS

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Raghav Wadhwa

Raghav Wadhwa, a Chartered Accountant and graduate of Delhi University, holding 10+ years of professional experience leverages his expertise in auditing and forensic accounting with a sharp focus on uncovering clean businesses, grounded in solid fundamentals. He has built a reputation for uncovering hidden gems in the small and microcap space that later became multibaggers. His passion for equity research, rooted years back inspired him to start advising on wealth management and leading investments for his family and friends, which eventually gave rise to Samar Wealth.

Raghav believes in data-backed investing, where every decision is rooted in deep financial analysis and market intelligence. With a focus on clean, well-managed businesses and a proven strategy of Growth, Value, Industry Tend and Momentum, Raghav has consistently delivered impressive returns for his clients

Raghav Wadhwa, a Chartered Accountant and graduate of Delhi University, holding 10+ years of professional experience leverages his expertise in auditing and forensic accounting with a sharp focus on uncovering clean businesses, grounded in solid fundamentals. He has built a reputation for uncovering hidden gems in the small and microcap space that later became multibaggers. His passion for equity research, rooted years back inspired him to start advising on wealth management and leading investments for his family and friends, which eventually gave rise to Samar Wealth.

Raghav believes in data-backed investing, where every decision is rooted in deep financial analysis and market intelligence. With a focus on clean, well-managed businesses and a proven strategy of Growth, Value, Industry Tend and Momentum, Raghav has consistently delivered impressive returns for his clients

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Latest from Samar Wealth's desk

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Years of experience

10+

SEBI Registered

INH000018036

All your questions answered

Frequently asked questions

What are the products offered?
Currently Samar Wealth offers 3 Portfolios which houses companies from the small and mid cap universe. All the portfolios built by our research desk team have been meticulously curated factoring in our 4 pillars of finding Multibaggers; Industry Trends, Momentum, Growth and Value.
What is their investment philosophy?
At Samar Wealth, our investment philosophy is rooted in four key pillars: Industry Trend, Momentum, Growth, and Value. We stay ahead of the curve by identifying emerging "Industry Trends" that offer long-term potential, ensuring our investments align with future opportunities. By harnessing "Momentum", we capitalize on favorable market conditions, seizing opportunities at the right time to maximize returns. Our focus on "Growth" drives us to invest in companies with strong fundamentals and high growth potential, while our emphasis on "Value" ensures that we seek out well-priced businesses with solid intrinsic worth. Together, these elements form the foundation of our approach, enabling us to deliver sustainable, long-term wealth for our clients.
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.
More questions? Check out help section