Is Lotusdew an investment adviser?

No. Lotusdew is registered with SEBI only as a Research Analyst (INH000021641). It publishes equity research and model portfolios, and does not provide personalised investment advice or portfolio management. The company legal name still contains the words Investment Advisors from its earlier licence, which has been handed over. You make your own investment decisions in your own demat account.

Is there a SEBI registered research analyst in Hyderabad, India?

Yes. Lotusdew Wealth is a SEBI registered Research Analyst (INH000021641) with its office at Cabin #3, 4th Floor, 1A and 1B Jyoti Imperial, Gachibowli Road, Hyderabad, Telangana 500032, India. You can call 1800 572 3851 between 9 AM and 5 PM, Monday to Friday.

Do I need to live in Hyderabad to use Lotusdew model portfolios?

No. Research and model portfolios are delivered online, so investors anywhere in India can subscribe and invest from their own demat account through smallcase Gateway. Investors in Hyderabad and Telangana can also call the Gachibowli office to discuss their options.

Are Lotusdew and smallcase the same?

No. Lotusdew and smallcase are separate platforms. Lotusdew Wealth is the SEBI registered Research Analyst that publishes the research and model portfolios. smallcase is a separate platform where Lotusdew strategies are also listed. Each platform lists the strategies separately.

How much do Lotusdew model portfolios cost?

Eight of the 10 model portfolios cost Rs. 7,499 for 6 months or Rs. 12,999 for 12 months. Golden Opportunity and ETF Tactical Asset Allocation start at Rs. 3,499 for 6 months. For 12 months, Golden Opportunity is Rs. 5,499 and ETF Tactical Asset Allocation is Rs. 6,499. Fees can change, so check the current portfolio page.

How do Lotusdew smallcase subscription fees work?

You pay a flat subscription fee to Lotusdew for access to a model portfolio and its research updates, for 6 or 12 months. For eight of the 10 portfolios this is Rs. 7,499 for 6 months or Rs. 12,999 for 12 months. The fee is not a percentage of your investment. Brokerage, taxes and statutory charges on your trades are separate and are charged by your broker.

What is the minimum investment for a Lotusdew smallcase?

The minimum investment is roughly the cost of buying one unit of each stock or ETF in the basket at current market prices, so it changes with prices. It ranges from about Rs. 24,000 for Super Concentrated Fundamental to about Rs. 1,87,725 for LongTerm Strategy. Check each portfolio page for the current figure.

Can I invest in a Lotusdew smallcase without paying the fee?

No. Access to a Lotusdew smallcase strategy requires an active subscription to that portfolio. You can compare portfolios, methodology, benchmark and fees on this page before subscribing.

Which smallcase subscription is best for a beginner?

There is no single best choice, because it depends on your time horizon, risk tolerance and investment amount. Lower-minimum options such as Super Concentrated Fundamental, ETF Tactical Asset Allocation and Golden Opportunity need less capital, while smallcap and nanocap portfolios carry higher risk and volatility. Read each methodology and risk note, or book a call to discuss. This is general information, not personal advice.

Does Lotusdew hold my money or shares?

No. You invest from your own demat account through smallcase Gateway with your broker. Lotusdew does not execute trades and does not operate your demat or trading account.

Which brokers can I use?

Portfolios are available through smallcase Gateway with supported brokers such as HDFC, Angel One, Upstox, Kotak, Zerodha Kite, ICICI Direct, Groww, Dhan, IIFL, Nuvama, Trustline and Fisdom.

A smallcase is a ready-made basket of stocks or ETFs built around a theme or strategy, which you can buy in one go from your broker account. The shares are held directly in your own demat account. A smallcase is not a mutual fund or a pooled product.

What is a smallcase strategy and what is a model portfolio?

A model portfolio is a research-based list of stocks or ETFs with stated weights, methodology and benchmark. Lotusdew publishes its model portfolios on its own platform, and its strategies are also listed separately on the smallcase platform, so you can follow the research from your own demat account. When the model is rebalanced, you receive a notification on email and WhatsApp, and you then go ahead and rebalance your own portfolio from your demat account.

Are returns guaranteed?

No. Investments in shares and ETFs are subject to market risk and can lose value, including the entire amount invested. Past model performance is not indicative of future results.

Where can I make a complaint?

Write to the Grievance Officer at investor.relations@lotusdew.in or call 1800 572 3851. You can also lodge a complaint on SEBI SCORES or the Smart ODR portal at https://smartodr.in/.

What are Lotusdew portfolios?

Lotusdew portfolios are research-based model portfolios made up of stocks and ETFs. Each one follows a clear theme or objective, such as momentum, value or asset allocation, so you can follow a diversified basket without picking every stock yourself.

Who creates Lotusdew portfolios?

Lotusdew Wealth and Investment Advisors Pvt Ltd, a SEBI Registered Research Analyst (Reg. No. INH000021641).

How many portfolios does Lotusdew offer?

Lotusdew offers 10 model portfolios, plus a Custom Portfolio and a Combo Offer that covers all of them.

What is the minimum investment?

It varies by portfolio. Among the 10 model portfolios, minimums start at ₹24,028 for Lotusdew Super Concentrated Fundamental. The Custom Portfolio minimum is ₹2,00,000.

How much do Lotusdew portfolios cost?

Most portfolios are ₹7,499 for 6 months or ₹12,999 for 12 months. Gold and ETF portfolios start at ₹3,499 for 6 months. The Combo Offer is ₹16,499 for 6 months or ₹24,999 for 12 months.

Do Lotusdew portfolios guarantee returns?

No. SEBI registration does not assure returns, and all investments in the securities market are subject to market risk.

Do Lotusdew portfolios use artificial intelligence?

Some research models, such as Lotusdew Deep Momentum, use machine learning as a research tool. These models do not independently issue recommendations, do not assure returns, and are subject to model risk, data limitations and market risk.

Is the High Frequency Strategy a hedge fund?

No. It is a long-only, event-based equity research model.

Leadership Team | Lotusdew Research Analysts & Founders

The Founders Behind Lotusdew's Equity Research

Lotusdew's leadership brings decades of combined experience across sovereign fund management, academic finance research, and securities law. Their expertise shapes the equity research and model portfolios we offer investors.

Abhishek Banerjee

Founder & CEO, Principal Officer

Abhishek Banerjee has over 15 years of experience in fund management. He previously managed $8 billion at a $200 billion sovereign pension fund. He began his career at Goldman Sachs (NNIP) and also worked at Franklin Templeton.

Credentials: Chartered Alternative Investment Analyst (CAIA), MBA from Duke University, Computer Science Engineer

Dr. Prachi Deuskar

Founder & Partner

Dr. Prachi Deuskar has over 20 years of experience in finance research. She is a former faculty member at the Indian School of Business (ISB). She holds a PhD from NYU Stern and was an IIM Bangalore Gold Medalist. She secured All India Rank 1 in the Chartered Accountancy exam. Her research on trading strategies has been published in top global academic journals.

Credentials: PhD (NYU Stern), MBA (IIM Bangalore), Chartered Accountant (AIR 1)

Ajai Achuthan

Founder & Partner

Ajai Achuthan has over 20 years of experience in investment banking and regulatory practice. He is a former Partner at Bharucha & Partners. He specializes in securities law and fund structures, with deep financial management expertise.

Credentials: Chartered Accountant, LLB, CPA

What Our Leadership Brings to Lotusdew

Our founders combine three disciplines:

Fund management: hands-on experience running institutional capital at a global scale
Finance research: evidence-based analysis, backed by academic work on trading strategies
Securities law: regulatory and fund-structuring expertise

Learn More About Lotusdew

Read about Lotusdew and our approach
Explore our model portfolios
Read market insights on our investing blog
Listen to the Lotusdew podcast
Browse our independent equity research
Review our investor charter and grievance redressal process

Frequently Asked Questions

Who founded Lotusdew?

Lotusdew was founded by Abhishek Banerjee, Dr. Prachi Deuskar, and Ajai Achuthan.

Who is the CEO and Principal Officer of Lotusdew?

Abhishek Banerjee is the Founder, CEO and Principal Officer. He is a CAIA charterholder and Duke MBA who previously managed $8 billion at a $200 billion sovereign pension fund.

Is Lotusdew SEBI registered?

Yes. Lotusdew Wealth and Investment Advisors Pvt Ltd is a SEBI Registered Research Analyst, Reg. No. INH000021641. See our disclaimer for details.

What does Lotusdew offer investors?

Equity research and model portfolios.

Where is Lotusdew located?

Cabin #3, 4th Floor, 1A & 1B Jyoti Imperial, Gachibowli Rd, Lumbini Avenue, Gachibowli, Hyderabad, Telangana 500032. Phone: 1800 572 3851.

Lotusdew Wealth and Investment Advisors Pvt Ltd | SEBI Registered Research Analyst | Reg. No. INH000021641 | CIN U67200TG2019PTC132737. Registration granted by SEBI, membership of a SEBI recognized supervisory body (if any) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Phone: 1800 572 3851.