The old smallcase portfolios has stopped fresh subscriptions and renewals from 1 May, 2022. The existing subscribers will continue to get rebalance notifications till the end of their current subscription period or 30th April, 2023 whichever is earlier.
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Achieve your investment goals with
Curated Stock Portfolios
smallcases are curated baskets of stocks that are managed by Adroit Financial Services Research Desk.
Managed By
Adroit Research
SEBI Registered
INH100003084
Experience
15+
Investment Strategy
Thematic
Fundamental +1
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01
Choose
Choose a suitable portfolio that matches your investment objective
02
Subscribe
Subscribe to the portfolio to get access to the constituents and future updates.
03
Invest
Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.
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SIP to grow your investment
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All your questions answered
Frequently asked questions
Currently, we recommend stocks based on the market environment and foreseeable opportunities under the special situation theme. Going forward, we may add more portfolios under themes where we feel we can add client value.
To generate long-term capital appreciation by investing in mis-priced stocks facing special situations. The mis-pricing of stocks can occur due to companies facing Corporate action like M&A, delisting, buyback etc, regulatory/policy changes, management restructuring, technology led disruption and innovation or any temporary challenges in the operating environment. This is an ideal investment vehicle which wants to benefit from 6-24 months of stock specific actions yet providing complementary exposure through a potentially global strategy.
A smallcase is a basket of stocks/ETFs* in a specified weighting scheme 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.
One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.
More questions? Check out help section