Get to know
About Me
I’m Nipunn Madan, a financial strategist and investment consultant with over two decades of experience in the financial services industry. My career has been defined by a deep commitment to helping individuals and institutions navigate financial markets with clarity, conviction, and long-term consistency.
My academic journey began with a B.Tech in Electrical Engineering, followed by an MBA in Finance from the International Management Institute (IMI), New Delhi. I hold globally respected professional designations including the CFA (Chartered Financial Analyst), CQF (Certificate in Quantitative Finance), and CMT (Chartered Market Technician)—each of which underscores my capabilities in quantitative analysis, technical research, and risk management.
Over the years, I have curated and managed bespoke investment portfolios for high-net-worth individuals, led investment research teams, and developed strategic solutions aligned with evolving macroeconomic conditions and client goals.
My professional journey started at UTI Asset Management and continued at Axis AMC, where I gained strong expertise in product development, capital market training, and stakeholder engagement. Most recently, I served as a Senior Consultant at 3i Finserv LLP, offering tailored investment strategies and insights to a growing client base.
My passion lies in demystifying finance and crafting investment frameworks that are resilient, research-driven, and future-focused. Whether you're an HNI seeking customized solutions or an investor looking for strategic clarity, I'm here to help you chart a path toward sustained financial growth and informed decision-making.
What is our investment philosophy?
We prefer to invest in sectors/stocks that are in uptrend. The underlying companies should have strong earnings growth, good return ratios, and ethical management. The balance sheets of these companies should be strong with low debt and should generate regular free cash flow. Good risk management practices also form a part of our portfolio. We take defined risk positions in each stock and the overall risk of the portfolio is also capped. We use technical analysis and the fundamentals of a stock in order to time our entry and exit. The objective of the portfolio is to generate alpha and superior risk-adjusted returns for investors over the long term.
Fundamentally sound businesses:
- Companies with strong earnings growth and future potential
- Strong cash generation
- Return ratios above cost of capital
- Ethical management
- Prefer low free-float stocks
- High promoter holding
- Low debt on books
- Good operational metrics
Stock price parameters
- Invest only in sectors/stocks that are in an uptrend
- High P/E ratios are not a no-go zone for us
- Institutional/Promoter stake should be increasing
- Regular profit booking as per proprietary rules
- We always book small losses before they become big ones
We make exits in 3 situations
- Overvaluation: If the share price rises too quickly and disconnects from business fundamentals
- Underperformance: If the company’s performance doesn’t align with expectations
- Better Opportunities: When a more attractive investment opportunity is available
Contact Details:
Support Telephone: +91 7007652406
Support Email: nipunnmadan28@gmail.com
Compliance Office Details:
Name: Nipunn Madan
Email: nipunnmadan28@gmail.com
Contact: +91 7007652406
Grievance Office Details:
Name: Nipunn Madan
Email: nipunnmadan28@gmail.com
Contact: +91 7007652406
Disclaimer:
Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs), and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Have Any Questions?
We are here to assist you in making informed financial decisions. Feel free to get in touch with us.