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Piper Serica Advisors Pvt. Ltd.

Piper Serica Advisors Pvt. Ltd. is an investment manager that manages a PMS and is also an advisor to an FPI fund in Mauritius. Its portfolios are created based on a top-down strategy. The investment process has four parts – identification of fast growing sectors, validation of the competitive edge of the leader of each sector by using the Porter Competitive Edge model, valuation and lastly, dynamic management of allocations and risk. The objective of the strategy is to build a portfolio of earnings compounders that create long term wealth for investors.

The company is founded by Abhay Agarwal. He started his investment career with Citibank in 1994 by managing its direct investment program. In 1998 he joined Chase Capital Partners and worked in Hong Kong and Singapore as part of the investment management team that invested in companies across Asia. As part of this team, he invested in upcoming companies like HDFC Bank, ICICI Bank, Marico etc and provided seed capital to companies like Jubilant Foodworks, HDFC Securities and MTR Foods. He uses his more than 25 years of extensive investment experience to manage funds in a very disciplined and systematic manner in order to compound the wealth of his investors over a long period of time with minimal volatility.

Piper Serica Advisors Pvt. Ltd. is an investment manager that manages a PMS and is also an advisor to an FPI fund in Mauritius. Its portfolios are created based on a top-down strategy. The investment process has four parts – identification of fast growing sectors, validation of the competitive edge of the leader of each sector by using the Porter Competitive Edge model, valuation and lastly, dynamic management of allocations and risk. The objective of the strategy is to build a portfolio of earnings compounders that create long term wealth for investors.

The company is founded by Abhay Agarwal. He started his investment career with Citibank in 1994 by managing its direct investment program. In 1998 he joined Chase Capital Partners and worked in Hong Kong and Singapore as part of the investment management team that invested in companies across Asia. As part of this team, he invested in upcoming companies like HDFC Bank, ICICI Bank, Marico etc and provided seed capital to companies like Jubilant Foodworks, HDFC Securities and MTR Foods. He uses his more than 25 years of extensive investment experience to manage funds in a very disciplined and systematic manner in order to compound the wealth of his investors over a long period of time with minimal volatility.

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Years of experience

25+years

SEBI Registered

INP000006749

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All your questions answered

Frequently asked questions

What are the products offered?

Investment advisory for Indian listed equities

What is their investment philosophy?

Our objective: Multiply wealth over a long period of time by investing in natural compounders of earnings that produce above-average absolute returns with below-average business volatility. Our Strategy: Identify FAST GROWTH SECTORS that are benefitting from changing demographic profile and consumption patterns. Invest in LEADERS in these identified sectors that COMPOUND earnings for a very long period of time with very little business volatility.

What is a smallcase?

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Piper Serica. 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.

Who can subscribe to these smallcases?

Piper Serica 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 Piper Serica’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.,

How do I track my smallcases?

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.

How can I cancel my eMandate?

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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