#charges and fees for smallcase

[pruchika99-blog]

Know everything about smallcase fees and charges

Smallcase is a platform that brings together investment advisors and people who wish to invest in portfolios created by experts (Investment Advisors). The facility enables a small case to analyse the different types of available smallcase portfolios and make small casesd decision. The same transaction charges make smallcases more lucrative.

Smallcase is a platform that brings together investment advisors and people who wish to invest in portfolios created by Experts (Investment Advisors). The facility enables an investor to analyse the different Types of Available Smallcase Portfolios and make small cessed decision. The same transaction charges make smallcases more lucrative.

What are the benefits of Smallcase?

Stocks are held in your Demat account

You do not have to pay an expense ratio

You get tax benefits on dividends

Access Fee-based Smallcase:

While some Smallcase is totally free, some have access fees attached for use. Access fee-based Smallcase provides a detailed view of constituents and alerts on Rebalancing requirements. These access fee-based smallcase have different plans just choose and start investing. These fees are charged by the respective investment manager, and vary as per the expertise provided.

By using the filter of All Smallcase, you can view both free and paid options. When choosing a paid Smallcase, there will be an option to buy access for different time intervals with the listed price. When the subscription is chosen, details will be made available for investors to view.

How do we start investing with Smallcase?

1. Choose your broker to start investing in Smallcase

5paisa, Angel one, Axis direct, Groww, HDFC Securities, Kotak Securities, Upstox, Zerodha, Edelweiss, IIFL Securities, Motilal Oswal, TrustLine

2. Charges for Smallcases

To start Investing in Smallcases, an investor has to pay a fee of Rs 100 when starting the first Smallcase. No further fee payment is required (just regular transaction charges) to keep investing in the Smallcase. Apart from this, brokers charge a fee to link your Demat account to the Smallcase.

For example, suppose an investor wants to invest in “All Weather Investing,” a portfolio that invests in equity, gold, and debts and keeps rebalancing as needed to optimize the returns.

Zerodha Smallcase offers a screener plan, which is a paid plan, which comes with different subscription offers for monthly, quarterly, 6 monthly, and annually.

3. Account charges

Smallcase does not have any charges associated with account opening or maintenance. Your broker’s charges are not associated with smallcases.

4. Brokerage

Smallcase does not charge any brokerage. The broking charged on your transaction is as per the agreement you have with your broker. Every broker has its own breakup of broking charges, and smallcase has no part of it.

5. Other charges

Charges like security transaction taxes, stamp duty, exchange fee, regulator, and GST are charged per your transactions. These charges generally have a clearly defined structure, and it tends to be the same for everyone. The breakup of the charges can be easily identified in your trade activity reports. Read more about fees and charges for smallcase

[tejimandiblog22]

Everything About Smallcase Fees and Charges

Smallcase is a platform that brings together investment advisors and people who wish to invest in portfolios created by experts (Investment Advisors). The facility enables an investor to analyze the different types of available smallcase portfolios and make an informed decision. The same transaction charges make smallcases more lucrative.

Smallcase is a platform that brings together investment advisors and people who wish to invest in portfolios created by Experts (Investment Advisors) . The facility enables an investor to analyze the different Types Of Available Smallcase Portfolios and make an informed decision. The same transaction charges make smallcases more lucrative.

What are the benefits of Smallcase?

Stocks are held in your Demat account

You do not have to pay an expense ratio

You get tax benefits on dividends

Access Fee-based Smallcase:

While some Smallcase is totally free, some have access fees attached for use. Access fee-based Smallcase provides a detailed view of constituents and alerts on Rebalancing requirements. These access fee-based smallcase have different plans just choose and start investment. These fees are charged by the respective investment manager, and vary as per the expertise provided.

By using the filter of All Smallcase, you can view both free and paid options. When choosing a paid Smallcase, there will be an option to buy access for different time intervals with the listed price. When the subscription is chosen, details will be made available for investors to view.

How do we start investing with Smallcase?

1. Choose your broker to start investing in Smallcase

5paisa, Angel one, Axis direct, Groww, HDFC Securities,Kotak Securities, Upstox, Zerodha, Edelweiss, IIFL Securities, Motilal Oswal, TrustLine

2. Charges for Smallcases

To start Investing In Smallcases, an investor has to pay a fee of Rs 100 when starting the first Smallcase. No further fee payment is required (just regular transaction charges) to keep investing in the Smallcase. Apart from this, brokers charge a fee to link your Demat account to the Smallcase.

For example, suppose an investor wants to invest in “All Weather Investing,” a portfolio that invests in equity, gold, and debts and keeps rebalancing as needed to optimize the returns.

Zerodha Smallcase offers a screener plan, which is a paid plan, which comes with different subscription offers for monthly, quarterly, 6 monthly, and annually.

3. Account charges

4. Brokerage

5. Other charges

Read More about smallcase charges

[tradetrontech]

The Ultimate Tool for Modern Traders and Investors

Stockbag: The Ultimate Tool for Modern Traders and Investors

In the ever-evolving landscape of financial markets, the need for innovative and efficient trading tools has never been greater. With the rise of algorithmic trading, investors and traders are increasingly looking for platforms that offer automation, flexibility, and a comprehensive suite of features. Enter Stockbag, a cutting-edge product by Tradetron, designed to revolutionize how you approach trading and investing.

Stockbag is more than just a trading tool; it’s a gateway to smarter, more efficient investing. Built on Tradetron’s robust platform, Stockbag offers a seamless integration of technology and trading, allowing users to harness the power of algorithms to maximize their returns. Whether you’re a seasoned trader, a portfolio manager, or an aspiring entrepreneur, Stockbag is designed to cater to your specific needs.

Why Stockbag Stands Out

One of the primary advantages of Stockbag is its ability to offer fully automatic trade execution. This means that once you set your trading parameters and strategies, Stockbag will handle the rest. This feature is crucial for eliminating the emotional aspect of trading, which often leads to impulsive decisions and potential losses. With Stockbag, you can ensure that your trades are executed precisely as planned, without any manual intervention.

Additionally, Stockbag provides the option to engage in paper trading. This feature is particularly beneficial for those who want to test their strategies in a risk-free environment before deploying them live. Paper trading allows you to simulate real market conditions without putting any actual money on the line, enabling you to refine your strategies and improve your confidence.

Cost-Effective and Transparent

One of the standout features of Stockbag is its cost-effectiveness. Unlike many other trading platforms that charge exorbitant fees, Stockbag allows you to deploy live strategies at no cost. Moreover, creators keep 100% of the fees, meaning there are no hidden charges or commissions. This transparency is a significant advantage, particularly for strategy creators who want to maximize their earnings.

Who Should Use Stockbag?

Algo Strategy Creators: If you’re someone who develops algorithmic trading strategies, Stockbag is the perfect platform for you. It allows you to deploy your strategies seamlessly and keep all the earnings without sharing any fees.

Portfolio Managers: Managing multiple portfolios can be a daunting task. Stockbag simplifies this process by offering automated trade execution and broad broker connectivity, allowing you to manage your portfolios more efficiently.

Traders: For traders, speed and reliability are crucial. Stockbag’s automatic trade execution ensures that you never miss an opportunity, while its connectivity with over 100 brokers provides the flexibility to trade with your preferred broker.

Investors: Whether you’re a novice or an experienced investor, Stockbag offers tools that help you optimize your returns. The ability to paper trade and deploy strategies live at no cost makes it an attractive option for investors of all levels.

Aspiring Entrepreneurs: For those looking to break into the trading world, Stockbag provides a user-friendly platform to develop and deploy unique strategies, practice with paper trading, and access a vast network of brokers without any additional cost.

Comparing Stockbag with Smallcase

When choosing a trading platform, it’s essential to compare options. Here’s how Stockbag stacks up against Smallcase:

Automatic Live Execution: Stockbag offers fully automatic live execution, while Smallcase does not.

Broker Connectivity: Stockbag connects with over 100 brokers, compared to Smallcase’s 15.

Paper Trading: Stockbag offers paper trading, which is not available with Smallcase.

Commission on Invoices: Stockbag charges 0% commission on invoices, whereas Smallcase can take up to 50%.

Upfront Fees for Creators: Stockbag includes upfront fees within your Tradetron subscription, while Smallcase charges per transaction.

Conclusion

In conclusion, Stockbag by Tradetron is a comprehensive, cost-effective, and innovative trading platform that caters to the needs of modern traders and investors. Its unique features, such as fully automatic trade execution, paper trading, and broad broker connectivity, set it apart from other platforms. Whether you’re an algo strategy creator, portfolio manager, trader, investor, or aspiring entrepreneur, Stockbag offers the tools and flexibility you need to succeed in the dynamic world of trading.

Ready to revolutionize your trading experience? Create your basket of shares now and take your investments to the next level with Stockbag.

[greenportfolioo]

Things People Should Know About Short-Term Smallcase with its Pricing

Every country wants to improve its financial landscape and for that, it keeps on introducing new and innovative investment concepts and one of them is Smallcase. It has many things to offer for clients because it is more convenient and structured for them where they can invest with less risk and the stock market is based on themes, sectors, or strategies. In this article, we will mainly cover the importance of short term smallcase and try to explore its basic pricing structure that may be known to every client before investing.

Explore Smallcases Investment

In the development of the financial landscape, there is a unique platform which we call it smallcase through which clients can invest easily for purchasing a basket of stocks or get exchange-traded funds according to the specific themes, sectors, or investment strategies. You will find a few predefined portfolios that are mainly designed and managed by some well-experienced professionals like financial experts and analysts who have great knowledge about investment strategies. Almost every client will get all the common features of any investment platform like diversification, and customization, and they can easily access several segments of the stock market. 

How Does Smallcase Pricing Matter?

Understanding smallcase pricing can be a somewhat complex task as it includes different components and structures. Here are some of the key factors that can be included in the pricing of smallcase investments:

Normal Subscription Fee

All investors are normally charged with a flat subscription fee while they are selecting any particular Smallcase. The range of subscription fees may vary from a nominal amount to a more substantial fee according to the complexity and depth of Smallcase's strategy.

Understand Brokerage Fees

Almost all Smallcase investments are made through some partner brokers where investors may be subject to brokerage fees that may vary according to the fee structure of the broker. As a client, you should do good research about brokers because few brokers offer discounted or zero brokerage on Smallcase transactions while some of them may take high charges.

Exit Load

You will find a few short-term Smallcases that may impose an exit load which means when investors want to exit or discontinue the Smallcase before a specified duration this fee is mainly designed to encourage all investors to stay invested for their planned short-term period and can get a good return. 

Management Fees

These smallcase are being actively managed and all the portfolio manager charges a management fee. This management fee may be a certain percentage of the assets that are under management or with a fixed fee. In management fee, includes the cost of research, analysis, and active management of the Smallcase. 

Rebalancing Costs

With short-term smallcase, there may be some periodic rebalancing period that will make sure that they stay aligned with their short-term strategies. Rebalancing can help portfolio managers and it also includes a cost associated with buying or selling assets in the portfolio. 

Conclusion

Short-term Smallcases can help multiple investors who are looking to capitalize on specific short-term market trends or opportunities because it may return them a good value after a few years. Whereas long-term Smallcases are mainly designed for investors with a more extended investment horizon while short-term Smallcases are used for different purposes.

[tejimandiblog]

Everything About Smallcase Fees and Charges

Smallcase is a stage that unites venture guides and individuals who wish to put resources into portfolios made by specialists (Investment Advisors). The office empowers a financial backer to examine the various sorts of accessible smallcase portfolios and go with an educated choice. A similar exchange charges make smallcases more worthwhile.

What are the benefits of Smallcase?

Stocks are held in your Demat account

You do not have to pay an expense ratio

You get tax benefits on dividends

Access Fee based Smallcase:

While some Smallcase is absolutely free, some approach charges joined for use. Access charge based Smallcase gives a nitty gritty perspective on constituents and cautions on rebalancing prerequisites. These entrance charge based smallcase have various plans simply pick and begin speculation. These expenses are charged by the individual speculation administrator, and change according to the ability gave.

By utilizing the channel of All Smallcase, you can see both free and paid choices. While picking a paid Smallcase, there will be a choice to purchase access for various time stretches with the recorded cost. Whenever the membership is picked, subtleties will be made accessible for financial backers to see.

How do we start investing with Smallcase?

1. Choose your broker to start investing in Smallcase

 2. Charges of Smallcases 

3. Account charges 

4. Brokerage 

5. Other charges

Read More About -  Smallcase Research Blog

[i-allianceresearch]

Top 10 Online Stockbrokers In India

Gone are the days when the stock market investors and traders had to depend solely on the newspapers to keep track of their investment. Just like any other industry, technology has positively impacted the financial industry, especially the stock market and the way investors buy and sell the stocks. The emergence of technology has brought forward online stockbrokers.

What Is Meant By a Stockbroker?

A stockbroker is an approved intermediary vendor of the financial instruments that anyone buying or selling the shares of companies publicly listed on a stock exchange needs to go through to buy or sell Stocks and also the other exchange-traded instruments for instance bonds and funds.

What Is Meant By Best Online Stockbrokers in India?

An online stock broker is nothing but an automated digital version of traditional stockbrokers, that facilitate the buying and selling of stocks through the online trading platform provided by them.

The emergence of discount brokers has brought forward an inexpensive and convenient way for investors and traders to access the financial markets.

Furthermore, the online stock broker has brought down the cost of buying and selling stocks. Therefore the investors do not have to invest a big chunk of money all at once in the name of stock broker’s fees.

The online stock brokers provide investors with an online trading platform with a variety of functionalities and a wide range of value-added services, for instance, real-time stock exchange price tracking, research services and much more. There are several online stock brokers and each stockbroker has something different to offer to its customers ranging from research services to sell, education and buyback services. Thus, choosing the right online stock broker is very crucial to get the most out of your investments.

Top 10 Online Stockbrokers In India

We have enlisted the Best Online Stock Brokers in India. Just for you:

Zerodha

Upstox

SAS Online

5Paisa

ICICI Direct

Motilal Oswal

Kotak Securities

Sharekhan

Angel Broking

HDFC Securities

Now let us discuss all these online stock brokers in little detail below,

Zerodha

Zerodha, a discount broker founded in the year 2010 by Nithin Kamath is the first online stockbroking firm in India. Zerodha offers its customers, disruptive pricing models, with attractive brokerage charges. Its in-house technology has made it the best stock broker in India in terms of more than 9 lakh active retail clients and the largest stockbroker as far as the trading volume is concerned.

Zerodha is known for its innovative services flat rate brokerage and offers various trading platforms, which include Zerodha Kite Web, Zerodha Kite Mobile, Kite Connect Pi, and Zerodha Pi, Zerodha SMALLCASE, Zerodha Sentinel, etc. It has also launched a YouTube channel and learning application, Zerodha Varsity that educates its customers about the basics of the stock market. Additionally, it also has ‘Console’ – a back-office software. The best part is that all these trading terminals and software are offered to its customers free of cost.

Other than that, Zerodha, the first online stock broker in India facilitates Direct Mutual Fund investment through its online platform called ‘Coin’ that too free of charge. This online stock broker has also partnered with Thomson Reuters to provide research reports to investors.

Upstox

Upstox which was previously known as RKSV Securities was founded by Raghu Kumar, Ravi Kumar, and Shriniwas Vishwanath, in the year 2012.

Upstox offers its customers facility to trade in various segments, for instance, currency, commodities, futures, options, and equities through its online trading platforms namely Upstox Pro Mobile Upstox Pro Web.

Additionally, Upstox also offers its 2 lakh customers ’trade academy’ through which it organizes offline seminars to educate the investors.

SAS Online

SAS Online, a discount broking arm of South Asian Stock Limited was incorporated in the year 2013 and with time has emerged as one of the best online stockbrokers of India.

This stockbroking company was initially started as a team of 3 people and gradually grew in terms of clients and working professionals. They are based out of Delhi and do not have any branches thereby leveraging technology and saving costs on real estate, HR and other operational costs.This online stock broker has grown steadily acquiring new customers at a fast speed.

It is also a depository participant with NSDL. It facilitates its customers to trade in Equity cash, Intraday, futures and options, currency and commodities on NSE, BSE, and MCX.

5Paisa

5 Paisa a discount broking subsidiary of IIFL was founded in the year 2007 and is the second-largest discount broker in India that offers online investing and trading facilities to its customers.

The brokerage charges that are charged by 5 Paisa are very low that is only INR 10 per transaction. It facilitates customers to invest in a variety of financial assets like mutual funds and insurance. 5 Paisa offers its customers quite decent desktop and web-based platforms and also gives automated recommendations for mutual fund investments. Moreover, it has also collaborated with Marketsmith Online to offer it’s 1,22,500 customers high-quality research reports. This discount broker has separated from its parent company and is now functioning as a separate entity. It is the only discount broker, which is listed on the stock mark

ICICI Direct

ICICI Direct is the largest retail broking firm in India which offers a wide range of products and services to its almost 9 million retail and institutional customers.

ICICI Direct is the investment and trading firm of ICICI Securities whose MD CEO is Shilpa Kumar.

ICICI Direct.com is the flagship website of this online stockbroker company where customers can find a whole host of products and services like Derivatives Trading, Equity Trading, Mutual funds, Home Loans, Insurance Loans against Securities, NCD, Bonds, etc.

ICICI Direct also has an extensive offline presence with almost 200 branches spread across the country at 87 locations.

It facilitates the opening of a 3 in 1 account, which ensures a seamless transfer of funds. Furthermore, it also offers a high-performance trading application, ICICI Trade Racer.

Motilal Oswal

Motilal Oswal Securities knew as Motilal Oswal Financial Services Limited a full-time service broker, founded by Mr. Motilal Oswal, Mr. Raamdeo Aggrawal and Mr. Ajay Menon in the year 1987. Initially, it was focused on institutional securities but has now emphasized on retail stockbroking. Motilal Oswal Financial Services (MOFSL), is a well-diversified financial service provider company that is little towards the premium range as far as the charges are concerned.

Kotak Securities

Kotak Securities Limited (KS) is a subsidiary of Kotak Mahindra Bank Limited a renowned private-sector bank headquartered in Mumbai, Maharashtra and has a network of branches of almost 1300 branches in 350 cities.

Kotak Securities facilitates online trading services along with an extensive range of secondary market broking services, which includes cash equity, equity, and currency derivative, gold exchange trading fund, initial public offering, mutual fund, exchange trading fund, bond, stock lending and borrowing mechanism, and future.

Sharekhan

Sharekhan, the oldest stockbroking firm of India is a brainchild of Shripal Morakhia a Mumbai-based entrepreneur. It was founded in the year 2000 to leverage newly introduced electronic trading in stock exchanges and dematerialization/demat of securities.

It has been rebranded as Sharekhan by BNP Paribas after it was bought by BNP Paribas for INR 2200 crore. It is headquartered in Mumbai with 153 branches that are spread across 675 cities of India, and execute almost 4 lakh trades every day dealing with over 25,000 business partners.

Angel Broking

Angel broking is one of the oldest stock broking companies in India, which was founded in the year 1987 by Mr. Dinesh Thakkar. This full-service stockbroker is headquartered in Mumbai and has a presence in more than 1000 cities all across India with almost 1 million customers.

Over the period, this online stock broker has emerged as one of the best retail stock broking houses in India and is a member of BSE, NSE and also NCDEX and MCX the two leading commodity exchanges in the country. It is also registered as a depository with CDSL.

HDFC Securities

HDFC Securities, a full-service broking subsidiary of HDFC Bank that was launched in the year 2000.

This online stock broking company facilitates 3 in 1 account opening and along with that it also offers highly technological and efficient online trading platforms to i6, 52,900 customers, thus enabling seamless trading.

In addition to all this, it also offers the facility of NRI Account opening. Additionally, it also provides an NRI account opening facility.

[techgurudroid]

Zerodha Review 2020 | My Honest Review [pros,cons, rating, bonus] Zerodha is India's largest and most popular stock broker. It offers online flat fee discount brokerage services to invest and trade in Equity, Currency, Commodity, IPO and Direct Mutual Funds. Zerodha charges ₹0 brokerage for equity delivery trades. For intraday and F&O, it charges flat ₹20 or 0.03% (whichever is lower) per executed order. With Zerodha, the maximum brokerage you pay for any transaction is ₹20 for an order (of any size and in any segment). Zerodha also offers brokerage free Direct Mutual funds. Zerodha Review 2020 Zerodha is the best stock broker in India at this time. They offer the best online trading platform, charge the lowest brokerage, and are the most transparent stock broker in India. Continuous improvement and innovation made them the fastest-growing fintech company in India. Here are the key strengths of Zerodha: India's popular and largest stockbroker by active clients, market volume and new customer acquisition. Charges Zero brokerage fee for Equity Delivery Trades and Mutual Funds. Maximum brokerage charged is ₹20 per order across the segments and exchanges. Offers up to 20x leverage on intraday trading. One of the safest, most reliable & trustworthy brokers in India. Offers most advanced trading softwares. Offers Zero Commission Direct Mutual Funds Zerodha customers save 60% to 90% on brokerage fees in comparison to traditional brokers. Suitable for all types of traders including algo traders. Zerodha is the safest, most reliable & trustworthy broker in India. Zerodha ratio of complaints to active clients is among the least on the exchange. It is a zero-debt company. It doesn't offer Margin Funding, doesn't keep client securities in the pooled account and doesn't do proprietary Trading. This makes it the least risky stock broker in India. Incorporated in 2010; Zerodha is first and the leading stock broker in India by volume, the number of customers and growth. Zerodha contributes to over 15% of daily retail trading volumes across NSE, BSE and MCX. Zerodha is the most technologically advanced stock broker in India. Zerodha has built its own trading software Zerodha Kite (web and mobile trading app), Coin (mutual fund investment platform), Varsity (investor education program), Trading Q&A and many other tools. Zerodha also offers Smallcase (thematic investment platform), Streak (algo & strategy platform), Sensibull (options trading platform) and GoldenPi (bonds trading platform). Zerodha brokerage charges are simple and very easy to understand. Customers who moved to Zerodha from full-service brokers save 80% to 90% in brokerage fees. Zerodha is suitable for all kinds of investors including active and passive investors, beginners, active traders and algo traders. #forexbroker #ZerodhaReview

[greenportfolioo]

The Ultimate Guide To Best Small Case Portfolio

Investing in small-case portfolios can be a great way to diversify your portfolio, minimize risk, and potentially earn higher returns. Here's an ultimate guide to help you navigate the world of small case investments:

Understand the Basics: A small case portfolio is a collection of individual stocks or ETFs that are selected and managed according to a specific investment theme or strategy. The portfolio is created by an investment professional or an algorithm, and it is designed to help you achieve your investment goals.

Determine Your Investment Goals: Before investing in a small case portfolio, you should determine your investment goals. Consider your risk tolerance, investment horizon,  best small case portfolio, and the amount of money you want to invest. This will help you select a small case portfolio that aligns with your investment goals.

Research Your Options: Many different small case portfolios are available, each with its own investment strategy and performance history. You can research these portfolios online or work with a financial advisor to find the best options.

Consider Fees:Understanding the fees associated with investing in a small case portfolio is important. Some small case portfolios charge management fees, while others charge transaction fees or other expenses. Make sure you understand these fees before investing.

Monitor Your Portfolio: Once you've invested in a small case portfolio, it's important to monitor its performance regularly. You can use online tools to track your portfolio's performance or work with a financial advisor to monitor your investments.

Rebalance Your Portfolio: Over time, the composition of your small case portfolio may change. It's important to rebalance your portfolio periodically to ensure it continues aligning with your investment goals.

Seek Professional Advice: Investing in small case portfolios can be complex, so it's always a good idea to seek professional advice. A financial advisor can help you select the best small-case portfolios for your needs and help you manage your investments over time.

In summary, investing in small case portfolios can be a great way to diversify your portfolio and potentially earn higher returns. To succeed, you'll need to understand the basics, determine your investment goals, research your options, consider fees, best small case to invest, monitor your portfolio, rebalance your investments, and seek professional advice.

 Are Smallcases a wise acquisition?

Several complex asset allocation mechanisms and solutions are emerging as financial innovation approaches a crescendo on a global scale. Smallcase, a packaged investment product made up of stocks and ETFs, is one example of such a tool. Financial superminds with years of expertise pool securities together based on predetermined themes or concepts.Everyone who invests wants to be able to handle their shares successfully, but few people have the knowledge to locate reliable advisers, follow their recommendations, or have the financial means to hire a firm to carry out some aspects of the investing process on their behalf. And smallcase delivers precisely that. Smallcase is a revolutionary financial tool, to put it mildly. It was promoted as the investment tool that intended to make portfolio administration services (PMS) an realised reality for numerous investors who had previously been turned away.

[tejimandiblog22]

Build Your Portfolio by Investing in the Best Smallcases of 2022

The best smallcase is like finding a needle in a haystack. You must consider the theme, strategy, volatility, minimum amount, free or premium (fee-based), etc. before you finalize the smallcase.

What are smallcases?

Smallcases are baskets of stocks or ETFs (exchange-traded funds) based on the investment plan, theme, idea, and strategy. Through a Demat and trading account from one of the many brokerage houses, investors can analyze Various Smallcases and invest in the basket of funds that best suits their needs.

Who manages smallcases?

Smallcases are structured by SEBI Registered Professionals who curate and shortlist components in every basket based on rigorous proprietary filters. With over 250 smallcases available, finding the best smallcase is like finding a needle in a haystack. You must consider the theme, strategy, volatility, minimum amount, free or premium (fee-based), etc. before you finalize the smallcase.

For premium smallcases, a Fee Is Charged by managers to view constituents of the basket and invest in them. These smallcases are actively managed, with the approach to beat the market and generate great returns. Investors can still access and invest in free access smallcases without any charges. However, the returns generated remain moderate.

Considering all the factors, here are some of the best smallcases of 2022 for investors to consider:

Free Smallcases:

Top 100 stocks: This basket captures India’s powerful companies, offering better stability. It includes large-cap companies with lesser volatility and is the best choice for long-term wealth creation. In the past three years, the smallcase has given a 21.45% annual return on a minimum investment of Rs. 1,227.

All-weather investing: This smallcase is best for investors who prefer steady returns, no matter whether the market is up or down. Investment is divided into three asset classes: equity, debt, and gold, periodically rebalanced depending on the market situation. The basket has given 13.59% annually in three years with a minimum investment of Rs. 3,451.

Premium Smallcases:

Teji Mandi Flagship : This smallcase is known to provide index-beating premium stock advisory and education to its investors. The stocks are shortlisted from NIFTY 500, which provide adequate liquidity and combine short-term and long-term investment views. The portfolio is structured to give investors benefits from stocks in a 12–18-month timeframe. Teji Mandi has strong investment values and usually exit their stakes in stocks if:

Company or industry fundamentals start changing.

Too much negativity surrounds a company.

An extreme macroeconomic/market situation occurs.

In some instances, they exit volatile markets and hold some percentage of the portfolio in stable liquid ETFs such as ‘liquid bees’. Teji Mandi Flagship has given 80.36% CAGR in the past year with a minimum investment of Rs. 23,259.

Teji Mandi Multiplier: This is a concentrated yet well-diversified portfolio of midcap and small-cap stocks. The basket is ideal for investors who want to generate significant wealth over a long horizon. Benefits of this portfolio are:

Allocation of capital: Teji Mandi invests in companies that have a great track record of capital allocation, excellent corporate governance, and strong, sustainable competitive advantage.

Read More about best smallcase to invest in 2022 in india

[pruchika99-blog]

Role of SEBI Registered Investment Advisor in managing Smallcase

Smallcases are investment vehicles that work as a personal mutual fund or a personal financial advisor of the investor. So, a smallcase is the investor’s own low-cost, long-term driven, and diversified portfolio based on some theme, strategy, or investment objective in mind.

Who Manages Smallcase? Role of SEBI RIA (Registered Investment Advisor)

Introduction:

Investment in the stock market is a perception of many factors such as long-term versus Short-Term, high-risk versus low-risk. Unfortunately, the knowledge of financial markets is yet to get disseminated entirely in India. Unfortunately, the new investors in India begin their investment journey through stock recommending TV channels and news, which are usually biased with their views and paid promotions. However, each investor has their risk-return profile, and this is where the Smallcase comes into the picture.

Who manages small cases?

As per Regulation 3 of SEBI (Investment Advisors) Regulations, 2013, it is illegal to provide investment advice in India unless the person is registered with the SEBI or unless the person is otherwise exempted from registration. Smallcase is managed by SEBI Registered Investment Advisor (RIA). RIA is a financial advisor having the fiduciary responsibility to provide financial advice considering the client’s best interest. Based on the service provided, they charge a flat fee that is fixed for a year and an ongoing fee based on the investment’s progress.

Role of SEBI Registered Investment Advisor (RIA)

The most critical role of the SEBI Registered Investment Advisor is to understand the various factors affecting the investor’s investment. Following are the crucial factors that a SEBI Registered Investment Advisor needs to consider for an investor:

· The risk profile of the investor (i.e., high-risk, medium-risk, or low-risk perception)

· Return profile considering the risk objective of the investor (i.e., return as per risk perception)

· Tax position of the investor (i.e., suggesting investment products based on which tax bracket the investor lies in)

· The time horizon of the investor (i.e., short-term, long-term, or medium-term)

· Liquidity constraints of the investor (i.e., amount of liquid cash to be kept in a bank account in case of emergencies situations)

·Legal factors of the investor

Read more about SEBI Registered Investment Advisor

[tejimandiblog22]

Teji Mandi:Stock/ETF Portfolio

Investing in the stock market doesn't have to be as complicated as fine print. Teji Mandi cuts through the noise and simplifies stock market investing. Join our simplified investing platform, trusted by 10000+ subscribers. Diversify your portfolio with 15-20 quality stocks hand-picked from over 5000 listed companies.

Make Teji Mandi your personal investment advisor and get a seamless investment experience accessible right at your fingertips. Regardless of your level of stock investing experience, we’ll help you by suggesting which stocks to buy, why to buy them and the right time to sell them for a profit.

With SEBI-registered research analyst and investment advisor, like Teji Mandi, build a diversified all-weather stock portfolio for the long-term

💼 Invest

Got your own demat account? Integrate your existing demat account effortlessly with Teji Mandi App. New to the stock market? We’ll help you set up a new demat account within minutes

🧺 Diverse Stocks

Create a stock portfolio based on your financial goals and risk profile.

👤 Stock Advisors

Don’t know where to start? Skip the guesswork and invest with confidence in professionally built stock portfolios.

📈 Track

Check your portfolio performance through a simple dashboard, with just a click.

💌 Language

Prefer Hindi over English? Set your preferred language for investment communications.

📋 Strategies

Get tactfully prepared and research-based strategies to increase your portfolio’s performance.

🏄 Simplified Buying & Selling

Buy and sell multiple stocks in just one click.

☝ One-click Rebalance

Update your portfolio through one-click rebalance updates

💸 Pocket-friendly

Invest in small quantities in a disciplined manner through SIP

📲 Learn-on-the-go

Get bite-sized nuggets of insights from the share market news, and learn stock investing and trading anywhere, anytime.

Here’s how we help you pick the best stocks:

1. Liquid Stocks: We pick stocks from the Nifty 500 so that you always have enough liquidity available.

2. Focused Stock Picking: We take tactful decisions on your behalf to add long-term winning stocks to your portfolio.

3. Disciplined Rebalancing: We help you double down on winning stocks to ensure you have enough capital protection.

4. Tailor-made Portfolio: We curate your portfolio based on your risk appetite.

Download Teji Mandi APP here

Teji Mandi integrates with 13 brokers and growing:

1. Zerodha

2. 5paisa

3. Upstox

4. Angel Broking

5. Axis Direct

6. Edelweiss

7. HDFC Securities

8. IIFL

9. Trustline

10. Alice Blue

11. Groww

12. Kotak Securities

13. ICICI Direct

14. Dhan

15. Fundzbazar

We are also listed on Smallcase – https://tejimandi.smallcase.com/

What sets us apart?

Teji Mandi is a SEBI-registered investment advisor - Reg no. INA000015303

No hidden charges or commissions. Just a low-cost flat subscription fee.

Backed by Motilal Oswal Financial Services.

A team of seasoned financial experts to identify potential winning stock ideas through various market cycles.

Download the app for the simplest stock investing experience. For more information, head to our website: https://tejimandi.com/

[tejimandiblog22]

Build Your Portfolio by Investing in the Best Smallcases of 2022

The best smallcase is like finding a needle in a haystack. You must consider the theme, strategy, volatility, minimum amount, free or premium (fee-based), etc. before you finalize the smallcase.

Whether you are a novice investor or a veteran, the diversification mantra works for all. Diversification helps smart investors invest in stocks of different market caps, themes, and sectors and insulate their portfolios from the ups and downs of the market. But with so many stocks in the market, investors find it challenging to rebalance their portfolio at regular intervals as per their risk assertiveness.

To cater to such needs of modern investors, various financial products have been launched in the market in the past few years. But none has been more popular and successful than smallcases.

What are smallcases?

Smallcases are baskets of stocks or ETFs (exchange-traded funds) based on the investment plan, theme, idea, and strategy. Through a Demat and trading account from one of the many brokerage houses, investors can analyze various smallcases and invest in the basket of funds that best suits their needs.

Who manages smallcases?

Smallcases are structured by SEBI Registered professionals who curate and shortlist components in every basket based on rigorous proprietary filters. With over 250 smallcases available, finding the best smallcase is like finding a needle in a haystack. You must consider the theme, strategy, volatility, minimum amount, free or premium (fee-based), etc. before you finalize the smallcase.

For premium smallcases, a fee is charged by managers to view constituents of the basket and invest in them. These smallcases are actively managed, with the approach to beat the market and generate great returns. Investors can still access and invest in free access smallcases without any charges. However, the returns generated remain moderate.

Considering all the factors, here are some of the best smallcases of 2022 for investors to consider:

Free Smallcases:

Top 100 stocks: This basket captures India’s powerful companies, offering better stability. It includes large-cap companies with lesser volatility and is the best choice for long-term wealth creation. In the past three years, the smallcase has given a 21.45% annual return on a minimum investment of Rs. 1,227.

All-weather investing: This smallcase is best for investors who prefer steady returns, no matter whether the market is up or down. Investment is divided into three asset classes: equity, debt, and gold, periodically rebalanced depending on the market situation. The basket has given 13.59% annually in three years with a minimum investment of Rs. 3,451. Read more about Best Smallcases of 2022

[tejimandiblog22]

What Is Smallcase and How Does It Work?

A portfolio-driven approach is infused into Smallcases. Once you make a purchase, individual stock units will be credited to your Demat account. The underlying companies are not accessible in a mutual fund, where you only gain access to the aggregated fund.

Case in Point: Smallcase

Anugrah Shrivastava, Vasant Kamath, and Rohan Gupta founded Smallcase in 2015 to serve non-institutional investors with theme-based investments. To put it simply, Smallcases are modeled around legacy portfolio management strategies that were previously reserved for large investors (HNIs & HNWIs). SEBI-approved fund managers manage smallcase funds, which are a group of stocks based on a specific sector, technology, or theme. The fund managers can use this method to invest in multiple companies' shares when testing out strategies they believe will work well together in the future; it introduces a sense of diversification instead of cherry-picking 'industry stalwarts' among laggards.

What are Smallcases?

With Smallcases, you will be able to invest in stock units on a portfolio-driven basis; once you purchase stock units, they will be transferred to your Demat account. The situation is different when it comes to mutual funds, where you only have access to the aggregated fund and not the underlying companies.

What this also means is that when you invest in a Smallcase, you become a part-owner in every stock that is in the portfolio of your chosen Smallcase, and you are eligible for dividends and other rights assured to shareholders.

The cost of investing in Smallcases may be comparable to investing in mutual funds, and different Smallcases have different expense ratios as per the RIA (Registered Investment Advisor) handling the portfolio. However, no exit load was applied on Smallcase redemptions. Every charge applicable to stock trading is applicable to Smallcases too.

How does Smallcase work?

Getting started in investing through Smallcases mirrors that of investing in the stock market in general. This means that if you have a demat account, you’re good to go (Or you may open one through an RIA on SmallCase too). All-in-all, this process is very similar to investing in direct stocks – so a few correlations can be drawn. These are as follows:

To use Smallcases, you need to pay a one-time signup fee of Rs 100+GST

You can make a one-time, lumpsum investment in Smallcases or make periodic monthly SIPs as you go.

Trading and transaction fees, stamp duty as well as brokerage levies applicable are identical to those of typical stock investments.

Smallcases are subject to the same clearing and settlement rules as direct stocks; if you buy a Smallcase today, money will be debited immediately and stocks will be credited after the standard T+2 interval (Trading day + 2 days).

Are Smallcases suitable for you?

An investment in any asset class must make long-term sense for the individual investor- it must satiate their goals and reward them for deferring immediate fulfillment. Smallcases are no different. There is a wide variety of Smallcases on offer, ranging from those that aim to deliver high returns or the back of substantial risk, while there are others that aggregate companies with low beta and steady growth. Since Smallcases are largely thematic investments, you must have a researched view on the basket of underlying assets. Just glancing at the trailing CAGR will not suffice largely because they do not help you stay put when the market turns against you, as it inevitably does from time to time.

[tejimandiblog]

Build Your Portfolio by Investing in the Best Smallcases of 2022

The best smallcase is like finding a needle in a haystack. You must consider the theme, strategy, volatility, minimum amount, free or premium (fee-based), etc. before you finalize the smallcase.

Whether you are a fledgling financial backer or a veteran, the broadening mantra works for all. Broadening assists brilliant financial backers with putting resources into supplies of various market covers, subjects, and areas and protect their portfolios from the high points and low points of the market. However, with such countless stocks on the lookout, financial backers find it trying to rebalance their portfolio at ordinary stretches according to their gamble self-assuredness.

To take special care of such necessities of present day financial backers, different monetary items have been sent off in the market in the beyond couple of years. Yet, none has been more well known and fruitful than smallcases.

What are smallcases?

Smallcases are crates of stocks or ETFs (trade exchanged reserves) in light of the money growth strategy, subject, thought, and procedure. Through a Demat and exchanging account from one of the numerous financier houses, financial backers can break down different smallcases and put resources into the bushel of assets that best suits their requirements.

Who manages smallcases?

Smallcases are organized by SEBI Registered experts who curate and waitlist parts in each bushel in view of thorough restrictive channels. With north of 250 smallcases accessible, finding the best smallcase resembles tracking down an extremely elusive little thing. You should think about the topic, procedure, unpredictability, least sum, free or premium (charge based), and so forth before you settle the smallcase.

For premium smallcases, an expense is charged by supervisors to see constituents of the bin and put resources into them. These smallcases are effectively made due, with the way to deal with beat the market and produce extraordinary returns. Financial backers can in any case get to and put resources into free access smallcases with practically no charges. Be that as it may, the profits produced stay moderate.

Download Online Investing App here

Considering all the factors, here are some of the best smallcases of 2022 for investors to consider:

Free Smallcases

Premium Smallcases

Read More – Research Blog

[tejimandiblog]

Things you should know about smallcase before investing

Retail financial backers really should address any outstanding concerns prior to becoming involved with the possibility of smallcase contributing. With groundbreaking thoughts and administrations coming up constantly, how do we have any idea which advancement merits our time and assets? The response lies in understanding how they might be not quite the same as pervasive resource designation models like Mutual Funds. We'll rapidly take you through the distinctions in a nutshell.

Things to check before buying smallcase - Smallcase checklist

In a nation like India, where the retail commitment to securities exchange speculations still can't seem to find created markets, the development of another resource designation procedure can create very much a scene. The most up to date kid on the square, Smallcase, addresses a speculation procedure that contains a heap of stocks or ETFs in view of a specific thought or beliefs. Smallcases pull the right harmonies at a cost cognizant crowd like Indians. Commonly a backbone of conventional portfolio the executives benefits that have generally just been proposed to HNIs, Smallcases open up the universe of shop resource the board intends to retail financial backers.

All things considered, retail financial backers genuinely should take care of business prior to becoming involved with the possibility of smallcase contributing. With novel thoughts and administrations coming up constantly, how do we have any idea which development merits our time and assets?

The response lies in understanding how they might be unique in relation to pervasive resource portion models like Mutual Funds. We'll rapidly take you through the distinctions in short before we push forward:

1. Shareholding disclosure

2. Investment strategy

3. Fee for management

4. Ease of buying

Let’s now have a more meaningful look at the investor’s checklist. Here it goes:

1. Who:

Who manages my Smallcase?

While picking a common asset, it's essential to consider who the asset chief is, their long periods of involvement, and their specialized topic. Additionally, prior to focusing in on a Smallcase and committing a corpus towards the resource distribution methodology, it's essential to get an inside and out comprehension of the Registered Investment Advisory that conceptualized the technique. Survey their aptitude in research, responsibility throughout the long term, and comprehension of the venture business at large. Portfolios are effectively overseen by specialists who consider key variables like memorable returns and chance boundaries, a smallcase's sectoral designation or a topic that it sticks to, and the monetary strength of each organization that makes up the smallcase portfolio.

2. What:

What’s the inherent investing strategy?

All smallcases are topical venture thoughts that are centered around a specialty. From innovation based high-development stocks to organizations with activities in clean energy and waste administration, smallcases empower you to total financial planning thoughts in all cases. Attack the hidden business the smallcase is taking a situation on and comprehend in the event that that is a thought you can stick inside the long haul, independent of transient market instability.

3. Why:

Why is this a risk worth taking?

As referenced previously, smallcase is tied in with understanding a sectoral specialty. In this one, we'll discuss doing a money saving advantage investigation of going all in. Regularly, smallcases charge expense sums either regarding a level charge or as a rate worth of the corpus. Make an appearance the expenses and outline them against their verifiable re-visitations of check whether there's a flat out benefit regarding returns prior to effective financial planning.

Read More About- Smallcase Research Blog