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Ankit Agrawal, CFA

Ankit Agrawal is an experienced investment analyst with research experience across asset classes and geographies. He moved to India in 2019 to establish his own investment research firm, Yellowstone Equity, which provides India focused equity research services to global institutions and retail investors. In his last role, Ankit was a core member of the investment team in New York with Investcorp, a $34bn global asset manager. At Investcorp, Ankit was responsible for sourcing and underwriting investments and was also a member of the relevant investment recommendation and strategic outlook committees. Prior to Investcorp, Ankit worked with Howe & Rusling, a $1bn+ long-only asset manager, covering US equities. Ankit has an MBA from University of Rochester (US) and an engineering degree from IIT Bombay. He is also a CFA charter holder.

Ankit Agrawal is an experienced investment analyst with research experience across asset classes and geographies. He moved to India in 2019 to establish his own investment research firm, Yellowstone Equity, which provides India focused equity research services to global institutions and retail investors. In his last role, Ankit was a core member of the investment team in New York with Investcorp, a $34bn global asset manager. At Investcorp, Ankit was responsible for sourcing and underwriting investments and was also a member of the relevant investment recommendation and strategic outlook committees. Prior to Investcorp, Ankit worked with Howe & Rusling, a $1bn+ long-only asset manager, covering US equities. Ankit has an MBA from University of Rochester (US) and an engineering degree from IIT Bombay. He is also a CFA charter holder.

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Years of experience

12+ years

SEBI Registered

INH000007216

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The portfolios showcased in the video are dummy portfolios provided solely for illustrative and informational purposes. It is not a recommendation, investment advice, or advertisement, and should not be relied upon for making any investment decisions

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All your questions answered

Frequently asked questions

Yellowstone Equity offers the Best Ideas Portfolio that typically comprises 10 to 15 high conviction ideas based on the team’s deep-dive bottom-up fundamental research.
As students of the likes of Warren Buffett, Charlie Munger, and Seth Klarman, the team at Yellowstone Equity thinks of investing as taking part ownership in businesses with a long-term horizon and appropriate margin of safety. As such, the first principles guiding its investment approach are 1) Buy the Business, Not the Stock, 2) Always Seek Margin of Safety (Value > Price). Its investment recommendations are guided by three key pillars: 1) Quality, 2) Business Potential, and 3) Valuation. For more details, please refer to: https://yellowstoneequity.com/strategy.
A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Yellowstone Equity. 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.
Yellowstone Equity 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 Yellowstone Equity’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.,
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.
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.
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