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Ravi Saraogi, CFA Profile picture
Ravi Saraogi, CFA
@ravisaraogi
Co-founder, Samasthiti Advisors. #40under40 Alternative Investment Professional. Member, PL Committee, CFA Society India. Views personal.
May 11, 2022 • 18 tweets • 5 min read
(1/n) A recent Settlement Order by SEBI has throws light on the question of who can provide model portfolios for investment purposes. In the said Order, SEBI has prohibited a registered Research Analyst (RA) from providing model portfolios to clients.

sebi.gov.in/enforcement/or… (2/n) The Order highlights that providing model portfolios goes beyond the activities permissible for a RA, and the said activity triggers provisions under SEBI’s Registered Investment Adviser (RIA) Regulations.
Jun 1, 2021 • 9 tweets • 7 min read
(1/n) For large-cap equity exposure, there is simply no better way to invest than using Index funds. I am not going to bore you with the active versus passive theory - lets just look at some basic data. The below table shows the 10 year return performance of large-cap funds, (2/n) Some funds have chosen their benchmark as Nifty 50 and some as Nifty 100 (see note 3 at the end). Out of the total of 24 funds, 14 funds under-performed their chosen benchmark. Thus, more than half the funds under-performed.
Feb 15, 2021 • 10 tweets • 6 min read
(1/n) Read our detailed and exclusive review of the soon to be launched UTI Nifty 200 Momentum 30 Index Fund ("Fund"). This product is a unique offering in the Indian mutual fund landscape and we have looked at its various risk-return characteristics.

samasthiti.substack.com/p/exclusive-re… (2/n) This Fund will replicate the Nifty 200 Momentum 30 Index, which picks stocks from the Nifty 200 Index that are showing good momentum. The Momentum Index has a base date of April 01, 2005 and we have looked at the back-tested data to analyze the Index.
Dec 14, 2019 • 29 tweets • 19 min read
Live from @CFASocietyIndia First India Fixed Income Summit. We start with @abhishekloonker opening remarks. Abhishek invokes Benjamin Graham to mention the best investment is knowledge! #ifis2019 Dr Arvind Rajan's session on Global Fixed Income market, explaining the conundrum, how does higher level of global debt ratios lead to lower and lower bond yields. @CFASocietyIndia #ifis2019
Jun 29, 2019 • 30 tweets • 24 min read
Excited to be at the @CFASocietyIndia 'Masters at Work: Investing Frameworks that Win' conference at the beautiful city of Kolkata. Looking forward to some invigorating discussion with a great line up of speakers! (1/n) Tweet thread below on some fascinating observations. Ramdeo's session: Equities represent limited downside and unlimited upside (!) Downside is 100%, upside is unlimited. #maw @CFASocietyIndia