K2 Capital
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Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by K2 Capital Research Desk

No. of complaints as per SEBI guidelines

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Managed By

Siddharth Panjwani, CFA

SEBI Registered




Investment Strategy


Siddharth is the founder of K2 Capital, a Mumbai based Investment Advisory service. Prior to K2, he co-founded Quintessential Investment Advisors which ran an India focused absolute return strategy and was nominated by Eurekahedge in 2016 and 2018 for the Best India Hedge Fund Category. Siddharth has an MBA from Carnegie Mellon –Tepper School of Business, a B.Engg in Computer Science from the University of Mumbai and is CFA Charterholder. He started working in the investment field in 2004. Prior to moving back to India in 2014, he helped run a global, $4 Billion hedge fund specialising in volatility, credit, equity and special situations at Lazard Asset Management, New York, since 2007. Previously, Siddharth has worked as a Director at Standard & Poor’s Indices, designing several indices to track both active and passive ETFs across multiple asset classes.

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3 simple steps



Choose a suitable portfolio that matches your investment objective.



Subscribe to the portfolio & get access to the constituent stocks & weights.



Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Confused about where to start?

Easily track & manage your portfolio
Instant portfolio notifications
1-click portfolio execution
SIP to grow your investment
Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?
smallcases focusing on highly profitable (ROE) large cap and mid cap stocks at a fair price and smallcases which use AI/ML techniques on 10 yrs of fundamental data to ferret out quality stocks that are under-appreciated by the market.
What is their investment philosophy?
In the long term, a high quality high profitability stock will always be valued more than a lower quality lower profitability stock; there would be a bunch of stocks with almost as good a quality but these would be priced lower. Our universe is a mix of these two buckets.
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 K2 Capital. 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?
K2 Capital 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 K2 Capital'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