Rupeeting is an investment advisory firm operated by a group of CFAs and CAs who have collectively managed more than ₹50,000 crores in the past.
This team of investment specialists is led by Sagar Lele, who is a CFA charterholder who spent more than a decade in equity markets, across investment advisory, institutional broking, and asset management. His previous stints at Daiwa Asset Management, MOSL, Antique Stock Broking, and Dalal Street Investment Journal equip him with the acumen to take bold bets in the markets to make money for his clients.
Running 9 strategies across multiple themes and assets, their flagship product, Monopolies, has generated 26% returns in the last 11 months compared to -4.5% for its benchmark, the Nifty Smallcap 250. Following their investment philosophy of "give your money the treatment it deserves", they are adding value one client at a time.