About Investment Adviser
Shomesh Kumar has uniquely positioned himself in financial services industry in terms of experience and expertise by aligning himself Front to Back. He started his career in May 2002 as an Equity Derivatives Analyst and then moved on to add multiple product and activities under the realm of his acumen. He can be considered as first few Equity Derivatives Analysts of India.
Known to go beyond his comfort zone and act, the journey which he started as an Equity Derivatives Analyst, went on to add many product and business expertise under his portfolio of skills and expertise. He proved his abilities by setting up Derivatives Research Desk, Debt Market Research Desk, Equity Fundamental & Technical Research Desk and Mutual Fund Research Desk. He then moved on to take additional responsibility of Financial Publications. He also used to write articles for financial newspapers & magazines and has also performed the role of an Editor while managing the publications.
He also devised and put in place a Client based Advisory System. After proving his abilities in these activities cum role as a researcher, he then moved on and assumed additional responsibility of Developing Business. This involved devising a business plan, owning it and achieve, educating clients and employees. He was often seen on Business News channel representing the company, he was employed to.
After doing all this, he then set up, Algorithmic Trading Desk by increasing his span of responsibilities. This is where the journey as a Researcher, Trader, Business Manager or a front office role takes a breather, in an endeavour to build Back and Middle Office expertise. He then again moved beyond his comfort zone to learn and prove his abilities as an Operations Manager. This is where he aligned himself front to back to make himself, a capable Investment/Finance professional.
Investor Charter
Vision and Mission Statements for investors
Equity Investing
Equities, by far, have proved to be the best long-term investment tool in India for Wealth Creation and to beat the inflation as well. Equities are not risk free, but with Discipline & Consistency it is possible to convert these risks into multiple set of opportunities. With some logical risks associated with Equities, Shomesh Kumar brings his experience to you for a guided Equity investment that will have the flavor of Strategic as well as Tactical investing and Lump-sum as well as Rupee Cost Averaging, that has the ability to boost the CAGR in long-term.
Financial Planning
A goal-based advice. Shomesh Kumar works on a detailed plan based on your goals such as Retirement Planning, Children’s Education, or Buying a house etc. to obtain the desired results in a more planned and organized way. Even creating a corpus for a world tour with your family or a voyage on ship post your retirement; everything can be planned well in advance with certain amount of investment discipline. As it is said, “where there is a will there is a way”. Yes, this is applicable in Financial Planning too.
Windfall Gain Optimal Utilization
There are many sources from which one can get some surplus. It could be from Sale of Assets, Lump-Sum money received from an early retirement (such as Short Service Commission) etc. Also, it is equally important that these gains are preserved well and treated as Capital assets, which are put to further use in correct fashion to keep generating either annuity return or lump-sum return in future; with adequate safety of capital. Shomesh Kumar helps you with detailed customized plan for the optimal utilization of the Windfall Gain.
Wealth Creation
Creating “Parallel Source of Income” and “Long Term Investing” are the ways to create wealth. With customized plans, Shomesh Kumar helps you create wealth over time, by understanding your objectives, goals and risk appetite. A guided Asset Allocation in between the available investment products in India such as Bullion, Equities and Fixed Income etc. can be combined to benefit from the long-term economic growth of India and the world, prevailing & potential economic scenario (the cyclical nature of economy requires some tactical touch to the overall investment plan) and a variety of opportunities available in different asset classes.
EQUITY PRODUCTS
Ask Shomesh
If you are either stuck in a stock/share and looking for an “expert view”, for, whether to hold/sell/switch or looking for an “expert view” on a stock(s) you intend to buy/sell/hold, this product is meant for you. You may request Shomesh Kumar a Fundamental and/or Technical view with best suited plan of action. You will also be provided with a small, yet detailed report containing the best suited plan of action.
Adviser Guided Investment Advisory
Do you want the Investment Adviser to be guiding you throughout the investment journey for all your investment needs? Enroll for the guided Investment Advisory Services (encompassing all eligible products permitted under SEBI Investment Advisers Regulations 2013) by Shomesh Kumar.
Wealth Creators
Wealth Creation happens over minimum 5 years and more, may be 10/15 years or even higher. Are you looking for 5-Years and 10- Years Potential Consistent Compounders ? This product is meant for you. You can request Shomesh Kumar stock specific ideas which can be the flavor of the decade or semi-decade.
Investment Horizon Based Stock/Share Bouquet
Do you have an “Investment Horizon” in mind, say 3/5/10 Years? You can request Shomesh Kumar to get a bouquet of 5/8/10 stocks for the investment horizon of your choice.
Corpus Based Stock/Share Investment Bouquet
Do you have an “Investment Corpus” in mind? You can request Shomesh Kumar to get a bouquet of stocks for the desired corpus & investment horizon of your choice.
Client Monitored Equity Investment Bouquet
Are you well equipped to monitor your investments? Get a self-monitored investment based Equity Bouquet designed by Shomesh Kumar for desired corpus and investment horizon.
To subscribe to any or all of the Products Contact Shomesh Kumar at investments@shomeshkumar.in or WhatsApp @ +91 9769016574.
Shomesh Kumar - Investment Advisory (IA)
(Investment Philosophy Explained)
Shomesh Kumar is a SEBI registered investment adviser (Individual) with Registration Number INA200015088 and with a BSE Membership as an Investment Adviser (Individual).
We, at Shomesh Kumar – IA, are fully sold on to the concept of Wealth Creation via Long-Term Investments, using any or all of the products allowed under the SEBI Investment Adviser Guidelines, 2013.
We live in a different world now, run more by machines, automated models, High Frequency Trades and less by humans. And therefore, we need to tune/position ourselves in such a way that we make machines & models work for us than we end up working for them.
Here is our Investment Philosophy enumerated (including Equities & Other Risk Asset Classes) with details of why we have adopted them. Please note, none of the returns are guaranteed and all the investments advised under Shomesh Kumar – IA are subject to market risk.
...Read complete viewVideos
ASK SHOMESH
05 March 2025
26 February 2025
20 February 2025
12 February 2025
Weekly Market View
08 March 2025
01 March 2025
23 February 2025
15 February 2025
09 February 2025
02 February 2025
Articles
Road To Become 1000 (Hazaar) And 100 Crorepati
(15 September 2024)
Every Thought With a Selfless Motive May Become a Possibility If There Is a Will To Do It
...Read complete viewHow To Select An Investment Adviser
Steps to Safeguard Against Misleading Investment Information on Social Media
...Read complete viewThe Alpha Determinants Of Future
(13 September 2022)
NIFTY MID CAP 100 can touch 60K (DOUBLE) while Nifty SMALL CAP 100 has the potential to touch 30K (TREBLE), in about 5 years
...Read complete viewAmidst The Ongoing Correction
(13 May 2022)
Stock Market is undergoing its “Corrective Phase” and there is a lot of confusion prevailing all across as it happens in any other correction.
Kaizen Nifty @ 35,000 & Omicron
(01 December 2021)
Stop fearing & prepare for Nifty @ 35,000 & Sensex @ 1,25,000 by 2030
Aisa Bhi Hota Hai
(16 November 2020)
Year 2020 has taught us many things. We can do as much work from home as much as can we do
from the office, from seminars to webinars
It’s Enough Please…No No…Have some more please
(15 September 2020)
Does the above title remind you of something? Have you ever had the opportunity of having
lunch
New World, New Issues, New Solutions
(15 September 2020)
Nifty 10,000 gone, 9000 gone, 8555 gone, 8,000 gone, 7,500 is being talked & possible and 6000 targets have started
NIFTY STORY
(15 September 2020)
A top of 12,430 on 20 th January 2020, a bottom of 7,510 on 24 th March 2020 (a fall of 40%) and
back to 10,600 on 3rd July 2020
K-Share
Let's Learn Together
Gross Domestic Product
(16 October 2020)
In its simplest form of definition, GDP is the total value of everything produced within the boundaries of a country. The value of GDP is also known as
...Read complete viewThe Moving Averages
(25 September 2020)
A Moving Average is a technical indicator. It does not predict any trend or the direction in which market/stock will move. It simply indicates the current direction
...Read complete viewGreed & Fear Vs. Discipline & Consistency
(15 September 2020)
Stock markets provide multiple entry opportunity when there is deep correction in the markets. But when it is time to buy
...Read complete viewThe Power of Compounding
(15 September 2020)
The power of compounding demonstrates its power by growing wealth exponentially. It ploughs back the profit earned to the principal amount
...Read complete viewThe Rule of 72
(15 September 2020)
The Rule of 72 is a way to find out how long an investment will take to double for a given annual rate of return. By dividing 72 by the annual rate of return
...Read complete viewLet's Learn Together - Videos
Reports
Thematic Reports
Crypto Crashing – You Worry Not, Meet Your Savior; The Equities
(23 January 2022)
Equities – A Short-Term Blip For Even Brighter Future
...Read complete viewKaizen Nifty – The New Generation Nifty @ 20,500
(27 November 2020)
After clearing the previous high of 12,430, Nifty has now attained a fresh “Primary Bull Trend”. There will be many new
...Read complete viewReal Estate - Short to Medium Term Bullish
(24 October 2020)
Real Estate has reeled under pressure in the decade which is just about to conclude. The beginning to middle
...Read complete viewBrace for Volatility, Raise Cash Levels
(16 October 2020)
The main risk with volatility is that it suddenly shatters the confidence and induces fear in the minds of
...Read complete viewAuto - The Underdog Could Be The Dark Horse
(15 September 2020)
Auto stocks have not rewarded investors since 2018. Auto is a shadow of economic growth and works as a lead indicator.
...Read complete viewBanking - An Abandoned Baby Could Be The Long Term Bestie
(15 September 2020)
There is a lot that depends upon credit growth as far as the economic growth is concerned. The banking credit
...Read complete viewEconomic Indicators
Team
(Head of Operation)
Mr. Debanjan Bhattacharya has about 15 years of experience with prominent consulting firm in Research, Operations and Strategic Planning. He has expertise in interpreting the results of the research projects, recommending new projects or services and providing advice on the research and development options available to the organisation. He possesses skills and experience in mapping business requirements and coordinating in developing & implementing processes in line with the pre-set guidelines.
Testimonials
Shomesh Kumar has a clear thought process and maintains his calm even if the sea is rough. His knowledge of investments is deep and dependable. Whenever I have asked him about a multi bagger stock, his answer has been that you don’t get a multi bagger in a shop. It’s your disciplined approach of investment in quality companies and faith in long term investments that will put some multi bagger in your bag. With the skillset that he possesses, I am sure there will be a lot for us to benefit from his new endeavour. Waiting eagerly to get associated with him as his client now. I wish him all the success.
Achint Kumar Sinha
I have always found an overall investment & finance professional in Shomesh Kumar. He has a good grip on any investment product that I speak to him about for my investment needs. He has the ability to understand the economy as a whole, investment and trading too. He is always ready to guide me with his knowledge. He has a professional approach and very clear in his thoughts and is never unnerved by the noise around. I have always found him as a “go to” person whenever I needed guidance for my financial planning. There is a lot for us to benefit from his new endeavour. I wish him all the best.
Gaurav Raj
When it comes to realising financial goals through sound advice, there are loads of commentators that talk a good game, but Shomesh Kumar helps you make it happen. Backed with his professional upbringing at top finance and management schools as well as his experience of about 18 years, at top financial institutions, Shomesh Kumar has carved a niche for himself. He works with a clear strategy to give a planned direction to one’s financial future. His advice is based on a holistic assessment of inputs such as investment objective, risk appetite the overall goal. His work ethics and track record invoke great confidence and trust. I wish him success in all his endeavours.
Manish Prasad
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser and Shomesh Kumar checks all these boxes and more. He keeps the lines of communication open, updating on current financial issues and opportunities and helping make complex financial concepts easy to understand. He always has a clear strategy with regards to wealth creation. He is capable to work on tailor made plans to suit clients’ goals with a good understanding of the best available alternatives. His professional, ethical and caring demeanour elicits trust and respect. A true wealth advisor in every sense.
Ranjeet Kumar
Down The Memory Lane
Contact Us
Address
501, Srivastsa, Plot 66/67,Methodist Colony, Begumpet,
Hyderabad - 500016, Telangana
GSTIN - 36ALTPK1580B1Z3
Phone Number
+91 97690 16574