Professional Documents
Culture Documents
• Stewart & Co. and C. Mackertich, a legacy of 100 years with a rich heritage.
• 1994 – Stewart & Mackertich is born, as the two entities merge to create an
integrated Wealth Advisory and Equity Broking House.
• Inspired by the rich heritage of the company, belief in building long term
relationships with clients and associates by laying emphasis on transparent and
ethical dealings.
• Sustenance through the ages is proof of our practice in the noble art of finance
with professionalism, skill and transparency.
• Emphasis on transparent and ethical dealings are backbone to our age old
sustenance.
❑ Mr. Sevantilal Shah: A stalwart in the broking industry with unparalleled expertise in the capital markets. As a member of the CSE and its
governing board, he had been instrumental in institutionalizing stock broking. He is the founder promoter of Stewart & Company.
❑ Mr. Ajay Kumar Kayan: Under the able leadership of Mr. Kayan, C. Mackertich progressed leaps and bounds through long lasting relationships
with Institutions, Corporate houses, HNIs, which he built brick by brick over the years. He along with Mr. Utsav Parekh, visualized the synergy
and paved the way for the formation of Stewart & Mackertich.
❑ Mr. Utsav Parekh: As a partner of Stewart & Company, he visualized the need for corporatisation in Investment & Merchant Banking and laid
foundation of SMIFS Capital Markets Ltd. as a leading Merchant Banking company in Eastern India. He has long lasting relationships with
leading corporate houses and is one of the most respected Merchant Banker.
❑ Mr. Yogendra Shah: Started his career as a member of the BSE. Since 1979 he built excellent rapport with leading corporate houses,
institutions and HNIs. He visualized the need to corporatize the broking business and was one of the first few brokers who corporatized his
individual membership.
❑ Mr. Ashiwini Kumar Tripathi, is Managing Director of the Company. He has PGDM Degree with Specialization in Finance and has more than
25 years of experience in Capital Markets. He has worked with Wealth Management Advisory Services Limited, a once SEBI Registered
Portfolio Manager and has played an instrumental role in providing Portfolio Management Services to HNIs and Corporates.
❑ Mr. Sudipto Datta, is a Graduate in Economics, Post Graduate in Business Management and Post Graduate in Law, having 28 years of
diverse experience ranging from the field of Research, Investments, Debt Market, HR & Talent Acquisition, Stock Broking & Depository
Operations, Statutory Compliance & Legal. Sudipto is associated with the Group over 25 years and had been the backbone to play an
instrumental role in formulating structured systems for the Group Operations, HR Policies, Regulatory Compliance and to hold the Legal
Fort.
❑ Shivaji Roy, a Post Graduate in Business Management from Indian Institute of Planning & Management, joined the Group as President -
Business Development in August 2017. He has 23 years of experience in Capital Market with core focus on various business operational
functions and also in the field of Telecom & FMCG. Prior to joining the Group, he was associated with Achievers Equities as a Director and
prior to Achievers, he was with Axis Securities, MF Global Sify Securities, ICIC Securities Ltd. and had also been with Airtel and Nestle India.
He also oversees the Administrative, Human Resource, Risk Management related affairs of the Company along with other Business
Operations and managing all associated risks. Shivaji is gifted with excellent operational and client management skills to operate
collaboratively with his team members to achieve a common goal.
Thought Leadership – Under the able guidance of experienced promoters and senior management, the
team at SMIFS provide the support to clients and business associates on a continuous basis,
unparalleled in financial services sector and global in nature.
Innovation – We adopt innovation as and when it comes in the fast changing landscape of securities
business. Creativity and innovation in Research and Advisory, adoption of superior technologies,
investment product developments are key
Efficiency – Improving speed, quality, retention of key members and effective use of resources to deliver
quality services are key focus areas to increase efficiency
Revenue – Generating more revenue requires us to develop strategic insights about our clients needs
and goals, to elevate and broaden our mutually beneficial relationship and scaling up our contribution
to clients’ businesses.
We continuously strategize to see growth to our high quality people and clients in the long term, as
they are the foundation to the growth of the organization. We instil and promote a culture of
entrepreneurship, reward high performance and motivate to see overall growth in the organization.
❑ Comprehensive Infrastructure
Research team work on both top down and bottom up approaches to generate
investment ideas which generally are ahead of the time
Annual report analysis from every angle including ESG, in-depth financial
modelling, using different techniques of valuations with special focus on cash
flow and access to loads of industry database and Bloomberg are some of our
USPs.
• Integration of capital market products, with advisory products for a complete outlook
of perfect portfolio advice-with a live portfolio tracker for an effective tracking system.
• At SMIFS, we redefine wealth creation for various life stages through innovative,
systematic and disciplined investment planning together with superior service,
commitment, and focus on consistent high quality.
• We believe delivery of Research & Advisory is more important than just good
research. Market is flooded with entry strategies but it grossly lacks the exit strategy,
particularly for investors who follow fundamental research.
• At SMIFS, we have defined strategies to advise long term investors and short term
traders.
Mission:
“To be Reliable Managers to Our Clients Wealth, and deliver higher returns than benchmarks in a Rational,
Intelligent, Scalable and Repeatable manner”
SMIFS Evergreen:
• The solid, long term investment product
• The sturdiest, evergreen plant that yield sweet fruits, season after season
• We take tender loving care of these plants, and they become trees.
• Belong to solid gene pool, and give a decent harvest in almost all seasons.
• They can withstand bad weather. These are plants we sow for long term.
SMIFS Harvest:
• Moderate risk, Medium to Long term product.
104.60%
Performance as on 30th April 2022 (Absolute Return %)
99.19%
98.30%
49.75%
45.58%
44.66%
Nifty 50
25.32% NIfty 200
18.73%
16.89%
SMIFS EVERGREEN
-4.61%
-3.72%
-4.35%
129.16%
Performance as on 30th April 2022 (Absolute Return %)
127.16%
99.19%
70.10%
Nifty 50
45.58%
39.71%
29.31%
SMIFS HARVEST
-4.61%
-3.17%
-3.69%
Past performance of our Portfolio Management Services Products are not a guarantee of future performance, hence any decision to start Portfolio Management Services
with SMIFS Ltd. is solely at the discretion /risk of the investor/investors.
SMIFS Ltd, its subsidiaries, or any of its directors, employees, agents, and representatives shall not be liable for any damages whether direct or indirect, incidental, special
or consequential including lost revenue or lost profits that may arise from or in connection with the use of the information, opinions expressed in the above presentation.
Disclosure: Clients/associates of SMIFS Group may be holding positions in equities or their derivatives which are part of the portfolio under various schemes. We ensure
all compliance is adhered to with our portfolio Management Services, this report/reports/opinion or views expressed.
SMIFS Limited
5F Vaibhav, 4 Lee Road, Kolkata 700020, West Bengal, India.
Tel.: 91 33 6634 5408, 033 40115400
Email: compliance@smifs.com Website: www.smifs.com
For queries related to the report, contact:
Sudipto Datta: 913330515400
Member Code: 05999 | SEBI REGN. No. | NSE-CM - INB230599932 | NSE-F&O - INF230599932 | BSE-CM - INB011207459 |
NSE-CDS - INB230599932 | BSE-F&O - INF010599935 | Research Analyst: INH300001474.
Customer Care: 033-30515444, info.kolkata@smifs.com
SMIFS Limited Page No.
www.smifs.com 5F, Vaibhav, 4 Lee Road, Kolkata – 700020, India 19
Thank You