AI ML based investment

FIDELFOLIO Investments


Discover the power of Great Himalayan Compounder Companies! With an astounding 72% higher ROCE compared to Nifty50 companies, these businesses offer exceptional growth potential. At FidelFolio, our research team is laser-focused on profit growth and capital efficiency, recognizing its significance in driving long-term investment success. Our scientific Machine Learning investment systems are designed to identify these companies.

Join us as we look into the strategies behind these companies’ success in our latest webinar.

Watch our video now

What causes great investment returns in the long-term?

Latest in this webinar series, we go into the complexities of assessing investment performance, providing practical tips on how to evaluate the short-term and long-term growth of your portfolio. In this webinar, you’ll learn:

How to assess your investment in the short-term and long-term
How our team keeps a track on our investment performance internally
How to assess the consistency and sustainability of investment returns
What is the driver of long-term return of a portfolio
Our Investment Journey: We have trained our machine learning algorithms to design a product where an average investor can allocate his maximum equity investment. This gave rise to our first product – “Great Himalayan Compounder”.

Our machine learning algorithm identified these interesting insights –
1) Long-term return of a portfolio is almost equal to the profit-growth of the portfolio companies
2) Companies that go on to compound their earnings and share price returns in long-term, have identifiable traits in them.

We trained our algorithm to identify these companies based on their fundamental data only. And the result was astounding. The strategy created has delivered an average annual return of 24% i.e. an alpha of 10-12% over Nifty50, but with risk (standard deviation) equal to that of Nifty50 in 3-year holding period and more. On adding corporate governance and management quality checks, the performance became even better. To top it all, we ensured that the investment rules used by our algorithms was understandable to humans to ensure transparency and monitoring.

Formula for long-term investment success from our ML engines: One of the thousand rules that came out of our algorithm is: 13-14-24-20-8-11-C

Explanation: This rule selects all companies that have delivered 20% Return of Equity and 8% Operating Profit growth in at least 11 of the last 13 years

Outcome: Investing by this simple rule only has delivered an average return in excess of 20% over the last 23 years.

Great Himalayan Compounder is built on a combination of 142 such rules for non-BFSI companies and 93 such rules for BFSI companies.

About the Fund Manager: Meet Kislay Upadhyay, our founder and expert in ML-based long-term investing. With a rich background working alongside industry stalwarts like Mr. Saurabh Mukherjea and Mr. Sunil Singhania, Kislay brings a wealth of experience to FidelFolio. Holding an MBA from IIM Lucknow, CFA Charter, NISM RA, RIA (XA, XB) certifications, and ‘AI in Financial Markets’ certification from NSE Academy, Kislay pioneered rule-based long-term investment in India. He contributed significantly to the success of Coffee Can investment strategy, and writing the national best-seller book on investment titled ‘Coffee Can Investment.

About FidelFolio: FidelFolio, India’s first ML-based long-term buy-&-hold low-churn equity investment firm, offers a unique blend of human wisdom and cutting-edge analytics. Our innovative investment approach combines fundamental analysis with AI-ML technology, ensuring informed and data-driven decision-making. With a focus on sustainable growth and superior returns, FidelFolio empowers investors with intelligently designed investment solutions. Experience the future of investing with us.

Our clients have benefited from this investment approach in following ways:

Extensive rigor and analytics of machines
Human wisdom and intelligence to train the algorithms, validate results, and conduct qualitative analysis
Free from human errors and biases
Low portfolio turnover to minimize trading and impact cost

All these benefits have ensured our clients grow their wealth sustainably and consistently. What further adds to the effectiveness of this investment strategy is its transparency. Since our clients are aware of the investment framework and strategy details, they are able to hold on to their investments even during market fluctuations.

Take the next step towards optimizing your investments! Schedule a personalized meeting with our Fund Manager, Kislay Upadhyay, and gain valuable insights on a consistent and sustainable investment framework. Whether you’re a seasoned investor or just starting out, our expert team is ready to guide you. Invest with confidence and unlock the potential of our ML-based long-term equity products.

Schedule your meeting now by clicking here:

Don’t miss out on this opportunity to enhance your investment journey with FidelFolio!

Investment in the securities market is subject to market risks. Read all the related documents carefully before investing. SEBI Registration No., membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. This communication is for informational and educational purposes only.

SEBI Registered Name: Kislay Upadhyay
Registration Number: INA000016056
Validity: Perpetual
Registered Office Address: 9A/30, Shiv Mandir Road, Indrapuri, Patna – 800024
Principal Officer: Kislay Upadhyay | | 9559035737
SEBI Regional Office: Udyog Bhawan, 3rd Floor, East Gandhi Maidan, Patna – 800004, Bihar

FidelFolio Investments

9A/30, Shiv Mandir Road, Indrapuri, 800024, Patna

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