Tolani Investments

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Hersh Tolani

After nearly a decade of stellar returns on our personal portfolio, we launched Tolani Investment Partnerships in 2018 with seed capital from a leading family office.

We are a research-intensive, quantitative-focused investment advisory which uses the power of data to shortlist companies with a high probability of giving super-normal returns.

Our methods have been validated on data from across countries, industries and time periods.

Our core beliefs are as follows:

1) Transparency, 2) Evidence-Based Investing, 3) Systematic Decision Making, and 4) Win-Win client relationships.

After nearly a decade of stellar returns on our personal portfolio, we launched Tolani Investment Partnerships in 2018 with seed capital from a leading family office.

We are a research-intensive, quantitative-focused investment advisory which uses the power of data to shortlist companies with a high probability of giving super-normal returns.

Our methods have been validated on data from across countries, industries and time periods.

Our core beliefs are as follows:

1) Transparency, 2) Evidence-Based Investing, 3) Systematic Decision Making, and 4) Win-Win client relationships.

Years of experience

15+ years

SEBI Registered

INA000010584

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All your questions answered

Frequently asked questions

What are the products offered?

For nearly half a decade, our overall goal has been to build compelling and repeatable investments that are highly diversified across signals and regions, and within a risk-controlled framework. We apply this systematic approach across our strategies, catering to the widespread investment needs of our clients., Single-Style , Strategies that provide pure implementations of individual styles, such as momentum and value., Multi-Style , These strategies harness the diversification and potential return benefits of investing in multiple well-known styles in an integrated fashion.

What is their investment philosophy?

Our investment philosophy is based on three core principles, built on decades of research and experience. By applying these principles, we seek to deliver sustainable, long-term value for our investors., Fundamental Investing, We rely on sound economic theory and analysis to help us deliver long-term, repeatable results., Systematically Applied, A disciplined methodology underlies everything we do. Our investment process, built over 5 years, is based on a continuous process of design, refine, test, repeat., Thoughtfully Designed, In portfolio construction, risk management and trading, we seek additional value for our clients. Using both qualitative and quantitative tools, we’re meticulous in every detail of the investment process.

What is a smallcase ?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. 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?

The smallcase manager 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 the smallcase manager'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.