Arthanaya Capital

Group 5
Sakshi (M395-21)
Aditya Nevrekar (M056-21)
Akshat Bharadwaj (M222-21)
SYPIREDDY HESWANTH SOOR (M307-21)
Prasoon Dimri (M387-21)
Abhinav Kohli (M216-21)
 R oad map

Long Form 3-Month

Social Media Content via Weekly Fundraising
Content Youtube Newsletters Project

Knowledge Equity Stock pitch &

Sharing Research Trading
Sessions Reports Competitions

Widening the reach via Instagram and LinkedIn
by sharing Investment strategies such as Value
and Growth Investing, Fundamental analysis,
Bottom Fishing, and so on.
Conducting workshops and Sessions focused on
Basic Finance concepts and their practical
applications, emphasizing majorly on personal
finance and its importance.
September, 2021
Social Media
Sharing our views on the Indian economy and Daily post on various Finance Terminologies on
its effects on the stock market. Instagram to increase interaction with students.
Stock analysis meetings and workshops to
Knowledge sharing sessions on how to analyze
stimulate debate and a culture of forming
stocks, companies, Industries using excel tools.
opinions.
Knowledge Sharing Sessions
November, 2021
 January, 2022

Youtube

Taking Stocks pe charcha sessions to
Creating a Youtube channel for Arthanaya
Youtube (Progressing with demand specific
Capital to further widen the reach.
topics on Financial concepts).
Sharing IPO updates: Pros and cons of
upcoming IPOs and whether to subscribe to
particular IPO or not.

Expand to other sectors like real estate, energy, gold & jewellery Carrying out industry analysis on a bi-monthly basis of different
etc. for equity research. industries.

Equity research report

March, 2022
 May, 2022

Newsletters

Weekly round-up of the happenings of the Delivering detailed portfolio reports for Initiating Arthanaya shorts: Explaining
past week and expectations (future) investors, on a monthly basis basic finance & investment vocabulary

Time bound
Hosting competitions in collaboration Stock pitching using Trading (simulation) competitions
with fellow business school funds: (MDI- knowledge and competitions where (valuation/analysis)
Unnati Investments; NITIE- Arth- analysis to become the people compete on where the focus will be
Investment Club; IIML- Credence) best pitcher. virtual platforms on working under time
constraints.

Competitions

August, 2022
 FUNDR AISING
The fundraising plan is split into 3 phases, where we run a pilot project to demonstrate returns to the public. This will lay grounds in terms of what to expect from
the fund, without incurring any liability. Phase 2 & 3 involve partially opening the fund to outsiders to limit the risks involved.

• Dedicated project for 3 months,
wherein founders of Arthanaya invest
a total of Rs. 30,000 to the fund.
• Construct a diversified portfolio after
rigorous analysis of stocks and
sectors.
• Demonstrate the returns earned (&
supporting research reports) after the
3 month period.
Phase 1: Pilot Project
Phase 2: Inviting
Alumni
• Inviting the institute’s the fund to the
institute’s Alumni (prioritising former
Finopsis members)
• Consult each investor to gauge their
preferences, expectations and risk
appetite.
• Deliver a detailed portfolio report to
the investors’ email on a monthly
basis
• Open the fund to students of batch
2020-22 and 2021-23 with a
minimum investment amount of
Rs.500
• Build different portfolios considering
factors like risk appetite, time period,
returns associated
• Deliver the portfolio report to
investors on a bi-monthly basis
Phase 3: Opening the
fund to current
students
 Peer R atin g

10 - Sakshi (M395-21)

9 - Aditya Nevrekar (M056-21)

8 – Akshat Bharatdwaj (M222-21)

7 - SYPIREDDY HESWANTH SOOR (M307-21)

6 – Prasoon Dimri (M387-21)

5 – Abhinav Kohli (M216-21)

Thank you