Investing Strategy
That Can Play Both Offense
or Defense

In-house portfolio management

Your Partner In
Long-Term
Wealth Creation


 

Are you on track
for Retirement?

Take Charge of Your Financial Future Today

A Risk-Focused
Investment Management Firm

 

Our Core Beliefs

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Follow and apply simple rules of investing in a deep rooted manner.

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Keep calm and clear mind all the time.

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Nothing is more important than behaving rationally to succeed in the equity market.

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Equities Asset Class x Correct Strategy x Discipline x Patience = True Magic of Compounding Exploited!.

Why Rupani Capital Management?

Ethos, Transparency, and Commitment

icon We are independent, fiduciary, putting client’s interest first all-the-time.

icon Strategy performance tracking by independent third party entity. We proudly show the walk that we talk.

icon We eat our own cooking. "Skin in the game" with 90% of my and my family's financial assets invested in this strategy.

icon We value trust that our clients put in us to manage their hard earned money.

Common Sense Approach

icon At many firms, you work with a representative but someone else you never meet manages your money. We don't outsource our thinking to "the experts". We manage your money 100% in-house along with our money also on the line.

icon We are able to take difficult unconventional but rational decisions during all times in the market.

icon We dare to stand apart from the herd as we don't have career risk like most of our competitors.

Robust Investment Strategy

icon Long-term orientation which doesn't depend on short-term market forecast or timing the market.

icon Agnostic to any style, sector, or individual stock picking with single minded focus on risk management.

icon Capital protection attempts to keep big portfolio drawdowns in check all the time.

icon Risk management is the main pillar of the strategy.

 

Personalized Engagement

icon You get quarterly updates straight from Amit about how the strategy is performing and how your money is being invested.

icon If you have any questions, you direct it straight to the money manager, Amit Rupani, unlike other financial advisors who outsource the money management part to a third party mutual fund at an additional cost to you.

icon We are never too busy to promptly return your call or email. You will always be heard at Rupani Capital Management.

icon We hold your hands and walk with you throughout your wealth creation journey.

Who We Serve

Families & Individuals

Who says you have to be rich to work with a Portfolio Manager? We advise clients of all sizes managing the complexities that accompany building wealth.

Businesses

We help businesses owners understand their retirement savings options. Options such as SIMPLE and SEP IRA plans are easy and cost effective ways for owners and employees to save for retirement Organizations.

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Trust & Charitable Organization

We grasp the distinct financial needs of organizations. Our solutions empower them to maximize their impact by strategically managing their resources for their chosen causes.

Quotes That Shaped Our Investment Philosophy

Crowds are often surprisingly wise - the market can be right even when everyone who makes it up is individually wrong.
Lee Freeman-Shor
The Art of Execution
Well, I think we tried very hard not to be overconfident, because when you get overconfident
Neil Armstrong
The toughest thing about success is that you've got to keep on being a success.
Irving Berlin
Emotion often wins, since, as John Junor says, “An ounce of emotion is equal to a ton of facts.
John Junor
To think is easy. To act is difficult. To act as one thinks is the most difficult of all.
Johann Wolfgang von Goethe
I began to learn while very young, and grew up practicing it. Now, I’m certain of success. I go down with the water and come up with the water. I follow it and forget myself. The only reason I survive is because I don’t struggle against the water’s superior power.” The market is like the water, overpowering all who struggle against it and giving those who work with it a wonderful ride. But swimming lessons are in order. You can’t just jump in: You need guidelines.
Jim O'Shaughnessy
Those who listen and learn the difference between normal and abnormal action are said to have a “good feel for the market”. Those who ignore what the market says usually pay a heavy price.
William O’Neil
Napoleon once wrote that never hesitating in battle gave him an advantage over his opponents, and for many years he was undefeated. In the battle field that is the stock market, there are the quicks and there are the dead!
Napoleon
Patience and Time can achieve more than Passion or Effort.
Jean de la Fontaine
I don’t want to go back to go. I’ve been to go.
Charlie Munger
In Alice in Wonderland one had to run fast in order to stand still. In the stock market, the evidence suggests, one who buys right must stand still in order to run fast.
Thomas Phelps
A great deal of investing is on par with the instinct that makes a fish bite on an edible spinner because it is moving.” Investors too bite on what’s moving and can’t sit on a stock that isn’t going anywhere. They also lose patience with one that is moving against them. This causes them to make a lot of trades and never enjoy truly mammoth returns.
Chris Mayer
When you buy a cow to milk, don’t plan to race her against your neighbor’s horse.
Thomas Phelps
Since no one can foretell the future with certainty, it makes sense to try to buy when the seller bears the brunt of possible adverse developments and to sell when the buyer is willing to transmute our hopes for the future into present cash.
Thomas Phelps
The art of speculation in one sense is the ability to recognize when a seeming risk is not a real risk or when a real risk is not nearly as great as the stock market anticipates.
Thomas Phelps
No one knows or even can know for sure what the future holds. If the almighty had intended us to know that, He would have equipped us with another sense which none of us have. The Irishman highlighted the matter when he said , “Sure, and I wish I knew where I was going to die. I’d never go near the place.” If we have no certainty as to when or where our own life will end, how can we presume to be sure of future developments with regard to matters not nearly so close to us?
Thomas Phelps
There’s a big difference between probability and outcome. Probable things fail to happen – and improbable things happen – all the time.
Bruce Newberg
A very successful investor once said: “The bearish argument always sound more intelligent.
Peter Lynch
If I have seen further….it is by standing upon the shoulder of Giants.
Isaac Newton
Six out of ten is all it takes to produce an enviable record on Wall Street.
Peter Lynch
It’s also important to be able to make decisions without complete or imperfect information. Things are almost never clear on Wall Street, or when they are, then it’s too late to profit from them. The scientific mind that needs to know all the data will be thwarted here.
Peter Lynch
If a cat sits on a hot stove, that cat won't sit on a hot stove again. That cat won't sit on a cold stove either. That cat just doesn't like stoves.
Mark Twain
No single path or way in the markets. There are a million ways to make money in the markets.
Jack Schwager
The irony is that amateur traders lose money because they try to avoid losing. Professional traders, however, understand that they need to take losses in order to win. They understand that taking losses is an integral part of the trading process. To win at trading, you need to understand that losing is part of the game.
Jack Schwager