Smallcase


Your guide to wealth creation & expert-driven strategies

Let us guide you about the investment process

  • We start with getting to know you - risk profiling, KYC
  • You can pay to subscribe to our advisory portfolios
  • We offer you quick and easy execution via our execution partners

If you havent checked it, here are our product pages Equity, MF, Alternative


How do you invest?



Pricing

Portfolios
  • Balanced Equity
  • Growth Equity
  • Conservative Equity
  • Momentum Equity
  • Smallcaps Equity
  • Quality Equity
  • Aggressive MF
  • Moderately Aggressive MF
  • Balanced MF
  • Moderately Conservative MF
  • Conservative MF
  • Statistical Arbitrage Alternative
Monthly
  • 393
  • 393 or 0.125% of AUM
  • 393 or 0.125% of AUM
  • 177 or 0.125% of AUM
  • 177 or 0.125% of AUM
  • 177 or 0.125% of AUM
  • 177
  • 177
  • 177
  • 177
  • 177
  • 2000
Quarterly
  • 1180
  • 1180 or 0.375% of AUM
  • 1180 or 0.375% of AUM
  • 531 or 0.375% of AUM
  • 531 or 0.375% of AUM
  • 531 or 0.375% of AUM
  • 531
  • 531
  • 531
  • 531
  • 531
  • 6000
Half-Yearly
  • 2360
  • 2360 or 0.75% of AUM
  • 2360 or 0.75% of AUM
  • 1062 or 0.75% of AUM
  • 1062 or 0.75% of AUM
  • 1062 or 0.75% of AUM
  • 1062
  • 1062
  • 1062
  • 1062
  • 1062
  • 12000

Investor Risk Profiles

Risk Management

Our risk profiling method is a process for finding the optimal level of investment risk for your client by balancing their risk required, risk capacity and their individual risk tolerance. We broadly categorize investors into 5 risk profiles:

  • Very Conservative investors whose priority is preservation of capital and who do not wish to take investment risk
  • Moderately Conservative investors who are willing to take some risk but the priority is preservation of capital
  • Balanced investors who have understanding of the markets and are willing to take short term risk for long term capital growth
  • Assertive investors who understand the markets and are interested in maximizing long term capital growthk
  • Aggressive you are willing to sacrifice your capital for the highest long term capital growth

To know more about our risk profiling, read our risk profiling guide