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Milan Vaishnav, CMT, MSTA

Milan Vaishnav, CMT, MSTA, is the founder of ChartWizard FZE (UAE) and Gemstone Equity Research and Advisory Services.

Milan is a capital market professional with experience spanning close to two decades. His areas of core expertise include consulting in Portfolio/Funds Management and Advisory Services.

Besides his core work expertise of consulting in Portfolio/Funds Management and Advisory Services, Milan’s work also involves advising these Clients with dynamic Investment and Trading Strategies across multiple asset classes while keeping their activities aligned with the given mandate. Expertise in Tailor-made and customized Portfolio Research, conducting Mandated Research for the Portfolio(s) under advisory, formulating strategies, and working in sync with the Client’s team on a real-time basis when required. Milan has regularly achieved highly consistent risk-adjusted returns relative to the set benchmark. His ability to blend patient analysis with a hands-on approach is one of his noted abilities.

Milan also authors one of India’s most accurate India-focused “Daily / Weekly Market Outlook” — A Daily / Weekly Newsletter, currently in its 18th year of publication. Along with being a Featured Commentator on StockCharts.com, he presently contributes on a daily basis to ET Markets and The Economic Times – INDIA’s largest Financial publication, second only to the WSJ. He also regularly contributes to MoneyControl, which is a part of CNBC-TV18.

Apart from this, he also contributes frequently to the Financial Express of the Indian Express Group and has also contributed to the Dalal Street Investment Journal (DSIJ), Business World, and is frequently quoted by The Financial Express and BloombergQuint. He is a regular contributor in the CMT Association’s monthly newsletters as well.

He is a CMT-Charter holder, Member of the CMT Association, US, Member of Society of Technical Analysts, (STA), UK, and Canadian Society of Technical Analysts, (CSTA), CANADA.

Milan Vaishnav, CMT, MSTA, is the founder of ChartWizard FZE (UAE) and Gemstone Equity Research and Advisory Services.

Milan is a capital market professional with experience spanning close to two decades. His areas of core expertise include consulting in Portfolio/Funds Management and Advisory Services.

Besides his core work expertise of consulting in Portfolio/Funds Management and Advisory Services, Milan’s work also involves advising these Clients with dynamic Investment and Trading Strategies across multiple asset classes while keeping their activities aligned with the given mandate. Expertise in Tailor-made and customized Portfolio Research, conducting Mandated Research for the Portfolio(s) under advisory, formulating strategies, and working in sync with the Client’s team on a real-time basis when required. Milan has regularly achieved highly consistent risk-adjusted returns relative to the set benchmark. His ability to blend patient analysis with a hands-on approach is one of his noted abilities.

Milan also authors one of India’s most accurate India-focused “Daily / Weekly Market Outlook” — A Daily / Weekly Newsletter, currently in its 18th year of publication. Along with being a Featured Commentator on StockCharts.com, he presently contributes on a daily basis to ET Markets and The Economic Times – INDIA’s largest Financial publication, second only to the WSJ. He also regularly contributes to MoneyControl, which is a part of CNBC-TV18.

Apart from this, he also contributes frequently to the Financial Express of the Indian Express Group and has also contributed to the Dalal Street Investment Journal (DSIJ), Business World, and is frequently quoted by The Financial Express and BloombergQuint. He is a regular contributor in the CMT Association’s monthly newsletters as well.

He is a CMT-Charter holder, Member of the CMT Association, US, Member of Society of Technical Analysts, (STA), UK, and Canadian Society of Technical Analysts, (CSTA), CANADA.

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All your questions answered

Frequently asked questions

What are the products offered?

There are different smallcase portfolios to choose from depending upon the Investment Objectives of the client. There are SIP plans for those who wish to invest ~9k to 12k every month, and another SIP that looks at Clients wishing to invest ~25k per month., Then, there are other baskets that look at the sectoral trends comprising of stocks from the sectors that are leading at that point in time, and also a basket that tracks the constituents of NIFTY. More would be added in due course of time.

What is their investment philosophy?

The investment philosophy revolves around achieving superior relative performance over the medium to long term. Each of the "smallcases" that are designed service essentially works on the Active Portfolio theory. This means that even if they are held for a medium to long term, they are actively monitored and rebalanced. , There is a predominant use of Relative Rotation Graphs (RRGs) that are used in spotting sector rotation and asset class rotation. This helps investors stay invested in the right sector at the right time. Through the use of RRG, a top-down approach is followed while creating each of the portfolios.

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.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.

More questions? Check out help section