Small Case

What is a small case?

A small case is a curated portfolio of stocks/ETFs that reflects a certain idea (sectors, themes, strategies), backed by the research of our stock market experts, a.k.a Managers. Small cases help you build a low-cost, long-term, and diversified portfolio. In short Small cases are modern investing products based on simple ideas to understand. It is an interesting new phenomenon for the average investor. As a small case team, an independent advisor, or a portfolio manager chooses a basket of stocks or ETFs to put money in a small case.

After building your small case or subscribing to one, you may buy the entire portfolio with a single click, watch the transaction unfold in real time, and track performance. You will be notified by email when your portfolio needs to be changed. The user logs in and selects Rebalance to confirm the transaction. The Small case platform uses a regular Trading Account to place appropriate buy and sell orders and check when the trade is completed.

Who manages the funds?

Small cases are created by India’s leading finance experts & backed by solid research and they are managed by Professionals. Any SEBI-Registered Research Analyst (RA), Registered Investment Advisor (RIA), Portfolio Manager (PMS), or Brokerage House is eligible to create and manage small cases as per the guidelines laid down by the Securities and Exchange Board of India (SEBI).

The managers come from backgrounds of the highest academic and professional credibility. They are managers with degrees from India’s best business and technology institutions. They use sophisticated quantitative, fundamental, technical, and AI + ML tools to create their small cases.

What are the benefits of small cases?

•   Simple to understand
•   Small cases are innovative investment solutions built on easy-to-understand concepts.
•   Professionally managed
•   Small cases are designed by India’s top financial professionals and are based on sound research.
•   Designed for you: Small cases are entirely customizable and designed for you. You can change the contents of your small case whenever you want, or you can make your small case.

To know more about small case subscriptions, Sign Up now