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Getting Started

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Getting Started

The FreeFloat guide to investor bliss

Shyam Sunder
Feb 22, 2021
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Getting Started

freefloat.substack.com

We are often asked by our readers to help them chart out a path for their investment journey. While we strongly believe that each investor’s risk appetite, hopes and goals are unique, we also understand that there are a lot of choices in front of the investor and sometimes, it could get overwhelming.

Here’s the path of least resistance:

  1. Go through Zerodha Varsity

    • Introduction

    • Markets and Taxation

    • Personal Finance

  2. Understand the need for diversification and that there are not easy answers. No risk, no return.

    • Sequence Risk and Asset Allocation

    • Asset Allocation, an Introduction

    • Is it rational to be irrational?

    • Diversification and its Malcontents

  3. The best way to get started managing your own portfolio is to just dive into it. Onboard yourself on freefloat.in and map the All Star Portfolio to your Zerodha account. It is a low turnover strategy so should be ideal for beginners. Great for portfolios between Rs. 5-25 lakhs.

  4. While 100% equity strategies can give you the thrills in a bull market, the best time to prepare for a storm is when the skies are clear. For investors looking for a longer-term, higher capacity, systematic investment strategy, we have FreeFloat Managed Portfolios. Here, portfolio risk is calibrated to your risk-profile and trades are linked to your Zerodha brokerage account. You will be notified about changes to your portfolio that you can execute with a single click. This is ideal for portfolios between Rs. 5-25 lakhs.

  5. For larger accounts, where portfolio sizes are more than Rs. 25 lakhs, we offer customized solutions that typically involve risk-barbells. Get in touch with us on email: kishan@flamebackcapital.com

  6. If you are looking to get started on investing in the US, our single-ETF strategies would be a great place to start.

We will keep this page updated as we go along - check back often!


Did you know that freefloat websites are powered by StockViz? Tired of paying fees for a handful of strategies and brokerage and executing trades yourself? At StockViz, you’ll have access to over 50 different strategies, pay only brokerage and we’ll take care of the execution. Check it out!


Check out our completely automated direct-equity advisory: freefloat.in

Investing in the US? We got you covered on freefloat.us


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