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Amit Shreeram Goel

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Amit Goel

Amit Goel, CMT

Chartered Market Technician (USA) | SEBI-Registered Research Analyst

MBA (Finance & Marketing) | Gold Medallist in Graduation in Business Management

A SEBI-Registered Research Analyst and Chartered Market Technician with experience across both fundamental equity research at asset management companies and technical & derivatives markets. This unique blend enables evaluation of businesses from the ground up while also understanding market trends, price behaviour, and momentum patterns.

A regular guest on NDTV Profit TV, Amit appears every week to break down the technical and derivatives side of the equity markets, helping viewers understand trends, momentum, and market positioning in a simple, practical way.

He is also associated with Upstox, where he goes live every morning from 8:45 AM to 9:45 AM with actionable technical market insights. His content focuses on charts, derivatives, and rule-based trading, helping retail investors trade and invest with greater clarity and confidence.

Investment Framework

Balanced, Research-Driven Investing

  • A blend of Growth & Value styles to identify companies with strong fundamentals and durable competitive advantages.
  • Active Momentum + Mean Reversion swing strategies to tactically capture short- to medium-term price opportunities while managing downside risk.

Holistic Asset Allocation

Diversified exposure across Equity, Debt, Gold & Silver, REITs, and InvITs — enhancing portfolio stability during volatility while aiming for superior risk-adjusted returns over time.

What This Means for You

On the smallcase platform, investors benefit from:

  • Professional, SEBI-compliant research backing every stock selection.
  • Clear, actionable strategies combining long-term investing with tactical execution.
  • Transparent portfolios held directly in your demat account — aligned to your financial goals without unnecessary complexity.

Mission

To help investors build thoughtful, resilient, research-led portfolios.

Amit Goel, CMT

Chartered Market Technician (USA) | SEBI-Registered Research Analyst

MBA (Finance & Marketing) | Gold Medallist in Graduation in Business Management

A SEBI-Registered Research Analyst and Chartered Market Technician with experience across both fundamental equity research at asset management companies and technical & derivatives markets. This unique blend enables evaluation of businesses from the ground up while also understanding market trends, price behaviour, and momentum patterns.

A regular guest on NDTV Profit TV, Amit appears every week to break down the technical and derivatives side of the equity markets, helping viewers understand trends, momentum, and market positioning in a simple, practical way.

He is also associated with Upstox, where he goes live every morning from 8:45 AM to 9:45 AM with actionable technical market insights. His content focuses on charts, derivatives, and rule-based trading, helping retail investors trade and invest with greater clarity and confidence.

Investment Framework

Balanced, Research-Driven Investing

  • A blend of Growth & Value styles to identify companies with strong fundamentals and durable competitive advantages.
  • Active Momentum + Mean Reversion swing strategies to tactically capture short- to medium-term price opportunities while managing downside risk.

Holistic Asset Allocation

Diversified exposure across Equity, Debt, Gold & Silver, REITs, and InvITs — enhancing portfolio stability during volatility while aiming for superior risk-adjusted returns over time.

What This Means for You

On the smallcase platform, investors benefit from:

  • Professional, SEBI-compliant research backing every stock selection.
  • Clear, actionable strategies combining long-term investing with tactical execution.
  • Transparent portfolios held directly in your demat account — aligned to your financial goals without unnecessary complexity.

Mission

To help investors build thoughtful, resilient, research-led portfolios.

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Latest from Amit Shreeram Goel's desk

Years of experience

10+ Years

SEBI Registered

INH000008011

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The portfolios showcased in the video are dummy portfolios provided solely for illustrative and informational purposes. It is not a recommendation, investment advice, or advertisement, and should not be relied upon for making any investment decisions

Enjoy a seamless investing experience

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3 easy steps

All your questions answered

Frequently asked questions

The offerings include research-driven smallcase portfolios built on a technical, price-action and derivatives-led framework anchored in xtensive technical and derivative experience of the manager, Amit Goel. These portfolios emphasise robust trend identification, momentum persistence, mean reversion edges, and rigorous risk management., Momentum and Mean Reversion based tactical portfolios that exploit short- to medium-term price trends, volatility regimes, and quantified reversal patterns using systematic technical rules and options overlays., Growth and Value oriented long-term investing strategies where fundamental quality is filtered through technical breadth, relative strength, and trend confirmation for superior entry, exit, and sizing., Thematic and sector-focused opportunities driven by sector rotation, inter-market analysis, and market microstructure signals to capture leadership phases and avoid weakening trends., Asset allocation oriented portfolios across Equity, Debt, Gold, Silver, REITs and InvITs, dynamically adjusted using trend, momentum, and risk indicators to manage drawdowns and enhance risk-adjusted returns., Each product is governed by clearly defined rule-based selection criteria, disciplined portfolio construction, and continuous, data-driven monitoring—aiming to convert technical and derivatives expertise into a structured edge for investors.
Investment Philosophy, The investment philosophy is grounded in systematic technical analysis, complemented by fundamental research and derivative insights to build resilient, performance-oriented portfolios. As a CMT (Chartered Market Technician, USA), the core process lies in interpreting price structure, momentum dynamics, and market sentiment—allowing us to identify trends early, manage risk proactively, and time exposures with precision., While technical analysis forms the backbone of our decision-making, integratation of bottom-up fundamental assessment to validate earnings quality, competitive positioning, and intrinsic value is a vital part. Derivatives and options analytics further enhance portfolio efficiency through hedging, position sizing, and tactical overlays., By combining Growth and Value perspectives with Momentum and Mean Reversion frameworks, and maintaining a disciplined asset allocation and risk control process, we aim to deliver superior risk-adjusted returns and capital preservation across market cycles.
A smallcase is a curated basket of stocks/ETFs* 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.
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.,
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.
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.
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