Ankur Kapur, CFA, CFP I have over two decades of investment industry experience. The first decade I spent working with American Express, McKinsey & EY. For the last decade have been serving as Head Investments , Plutus Capital , a SEBI Registered Investment firm. I am a postgraduate from the Delhi School of Economics, and a graduate of Hindu College, University of Delhi. I have a Chartered Financial Analyst (CFA) from The CFA Institute, US, and a Certified Financial Planner (CFP) from FPSB, India. I started this journey in 2012 exploring my deep personal interest in Finance. Interestingly, finance qualifications as well as investing jobs did not provide the insight I wanted to establish. In the last decade, I have spent researching global and Indian investors’ philosophies, approaches, and execution. This has helped me become a better investor. ​ I along with my research team provide stock advisory to investors with the objective of beating inflation by investing in quality companies available at a reasonable price.

How are we different? We offer a model portfolio service. This is suitable for those who want to stay invested in quality companies for the long term. ​ We also offer customized stock advisory services. Each portfolio is created specifically for the investment opportunities available rather than a model portfolio. ​ Minimum Investment Model portfolio service > Rs 5 lakhs Customized stock advisory services > Rs 25 lakhs ​ Fees Model portfolio service : 2% per annum Customized stock advisory services : 1% per annum Who should not invest? We are long-term investors with a clear focus on fundamentals and value. We do not swing portfolios based on macro news or short-term company/industry updates. ​ How to start investing? Model portfolio service Use your existing demat account and subscribe. ​ Customized stock advisory services As of now, I am not taking more clients for customized stock advisory services. Please fill out the form below and I will reach out to you with more information.

A Brief about me Ankur Kapur, CFA, CFP I have over two decades of investment industry experience. The first decade I spent working with American Express, McKinsey & EY. For the last decade have been serving as a stock analyst at ankurkapur.in and founder & Chief Investment Officer, Plutus Capital , a SEBI Registered Investment firm. ​ I am a postgraduate from the Delhi School of Economics, and a graduate of Hindu College, University of Delhi. I have a Chartered Financial Analyst (CFA) from The CFA Institute, US, and a Certified Financial Planner (CFP) from FPSB, India. I started this journey in 2012 exploring my deep personal interest in Finance. Interestingly, finance qualifications as well as investing jobs did not provide the insight I wanted to establish. In the last decade, I have spent researching global and Indian investors’ philosophies, approaches, and execution. This has helped me become a better investor. ​ I along with my research team provide stock advisory to investors with the objective of beating inflation by investing in quality companies available at a reasonable price.

Learn how to grow your money 1. DOWNLOAD FREE E-BOOK Submit 2. ENROL FOR AN ONLINE COURSE ONLINE COURSE You may have spent enough time googling 'best investment option'. You want to learn the process in a simple way but no platform seems to provide you with an easy-to-understand investing approach. Investing is simple and that's what I want you to think and achieve. While you focus on your regular work, still your wealth grows peacefully. ​ Limited period offer: Rs 499/- ​ Know more 3. ATTEND IN-PERSON WORKSHOP IN-PERSON WORKSHOP Are you having trouble wrapping your head around the whole concept of figuring out what stocks and mutual funds are worth buying and when to sell them? Could you use someone who will teach and mentor you to make better investment decisions? If you’re ready to learn about investing, and become more engaged and empowered in your investment decisions, I can help you get there. Know more

GROW YOUR WEALTH By Ankur Kapur, CFA, CFP ONE-DAY STOCK INVESTING WORKSHOP Learn and grow your wealth investing in stock market, peacefully. WORKSHOP DESCRIPTION The workshop covers detailed fundamental stock analysis using real companies to illustrate different investing concepts and parameters. WORKSHOP OBJECTIVES Screen companies that you need to focus on out of more than 5,000 listed stocks. Conduct a detailed analysis of stocks across key parameters like financial, business, valuation and management assessment to find fundamentally sound stocks. How to read key financial statements like profit & loss statement, balance sheet, cash flow statements and notes in the annual report. Once a fundamentally strong stock is found, how to decide the 'right' price. Once invested in the stock, monitor the progress and avoid negative surprises. ​ Decide about taking a sell decision about the stock. WHAT ARE THE REQUIREMENTS? Willingness to become rich, gradually. WHO IS THE TARGET AUDIENCE? Experienced investors in the stock market. New investors, who want to invest but don't know where to start. Note that your personal equity investments will not be discussed.

Sound Investment in Stocks Investing is not likely to get more effortless in the future. Public markets are more volatile than ever. Private markets have opportunities but are difficult for the average investor to navigate. Learn what creates value and how to invest for the long term. ​ Learn how to screen companies out of more than 6,000 listed stocks. How to read key financial statements like profit & loss statements, balance sheets, cash flow statements and notes in the annual report. Conduct a detailed analysis of stocks across key parameters like financial, business, valuation, and management assessment to find fundamentally sound stocks. How to decide the 'right' price? How to monitor the progress and avoid negative surprises. ​ When to sell?

One-day workshop on personal finance ONE-DAY PERSONAL FINANCE WORKSHOP A one-day workshop that will increase your level of financial literacy while providing the necessary tools to become more financially savvy and self-empowered. Upon conclusion, you will be able to make informed and strategic decisions regarding your finances. WORKSHOP DESCRIPTION Learn how to manage your personal finance, build an emergency fund, save for retirement, and save for personal goals (house, wedding, child’s future etc.) Let the money work for you while you focus on enjoying your life. WORKSHOP OBJECTIVES After taking this course, you’ll be able to… Calculate your net worth. Create a monthly budget. Create a personal savings plan. Understand specific investment strategies. Have your questions answered about investing. Know how much and where to save for various goals Get an Excel model for your future reference as well. WHAT IS THE COST? R4,999 including GST. WHO IS THE TARGET AUDIENCE? Those who are saving for their children’s college education. Those who are currently investing for retirement and want to learn more. Those who want to learn the real cost of working. You should not take this course if you want to get rich quickly. You should not take this course if you think I can guarantee the same results I’ve accomplished. Have any question, please fill out this form. N A M E E M A I L I want to subscribe to the newsletter. Submit Thanks for submitting!

Gurgaon office: 37 Arjun Marg DLF Phase 1 ​ For general inquiries, contact me at ankur@plutuscapital.co ​ Have any question, please fill out this form. N A M E E M A I L Submit Thanks for submitting!