#everything about smallcase

[pruchika99-blog]

Invest in smallcase with Sebi Registered professionals

What Is Smallcase and How Does It Work?

India’s investment landscape has changed dramatically in recent years, with the introduction of digital platforms and the rise of mutual funds as popular investment vehicles.

Smallcase is a new investment platform in India that offers a unique way of investing in the stock market through theme-based portfolios. A Smallcase is a basket of stocks designed around a particular theme or sector managed by SEBI-approved fund managers. This innovative investment approach brings an element of diversification to investing in the stock market.

With low minimum investment amounts and well-rounded theme-based asset classes, Smallcases are an affordable investment option that won’t break the bank account.

Smallcases provide the services of a qualified RIA for the price of a mutual fund investment and offer the easy purchase of thematic investments. Instead of buying each company’s share one piece at a time, you can buy a theme or idea as a bundle, like investing in global tech leaders or companies benefiting from rising rural consumption. Smallcases are subject to the same clearing and settlement rules as direct stocks.

Features and Benefits of a Smallcase

Investing in the stock market has long been seen as a complex and risky endeavour that requires significant research, time, and expertise. However, a Smallcase is changing the game, providing a simple, flexible, and low-cost way for anyone to invest in the Indian stock market.

Smallcase offers a unique approach to investing, providing pre-made portfolios, known as ‘smallcases’, that cater to different investment goals and risk profiles. These portfolios are curated and analysed by experts in the field, providing investors with a diversified mix of stocks and other securities that can lead to stable and consistent returns over time.

One of the critical benefits of Smallcase is risk diversification. By investing in a mix of large, mid, and small-cap stocks, investors can protect themselves from the downside of any particular stock while enjoying the upside of multiple stocks.

Smallcase is a game-changer for the Indian stock market, providing a simple, flexible, and low-cost way for investors to build a diversified portfolio and generate consistent returns over time. Whether you are a seasoned investor or a novice investor, Smallcase has something to offer.

Types of Smallcases

Founded by three graduates from IIT Kharagpur in 2015, Smallcase provides a unique way to build a long-term stock portfolio based on various themes or concepts.

The beauty of Smallcases lies in their diversity. With various themes, investors can tailor their portfolios to match their investment profile. For instance, the trend-themed Smallcases are perfect for those who want to capitalise on different trends in the market. While Beta-themed smallcases use a quantitative approach to extract a favourable rate of return on investments. Industry-themed smallcases allow investors to focus on specific industries they want to remain invested.

Smallcases are designed to offer flexibility and convenience to investors. Unlike traditional mutual funds, smallcases are stock portfolios that can be bought and sold anytime during market hours, with no lock-in period. Smallcase is revolutionising the investment industry, making it accessible to all, regardless of financial background. With its unique approach to building a portfolio, it’s no wonder that Smallcase is gaining popularity among investors.

How to Select a Smallcase?/Investing in a Smallcase?

Investors are always on the lookout for new ways to grow their money. Smallcase offers curated investment baskets of stocks and ETFs based on different sectoral themes and risk appetites.

The first step in selecting the right smallcase is to identify your investment goal. Once you have identified your investment goal, you must also decide on an investment corpus. This decision must consider your risk profile, entry barriers for certain smallcases and expert fund management costs.

It is essential to read the investment methodology and the fact sheet and evaluate the risk factors involved in the smallcase.

Investing in smallcases has several benefits. Smallcase managers offer professional investment portfolio management, so you do not have to track individual stocks or keep up with market trends. In addition, investing in smallcases provides flexibility in the investment amount, making it accessible to all investors.

Which Smallcase is Best?

Smallcase offers a basket of stocks and ETFs that are thematically grouped based on a specific investment goal. For those seeking reliable capital growth or with a high-risk tolerance, investing in equities through Smallcase is an excellent option.

Once investors have determined that Smallcase investing suits them, they must consider their investment goals, expected returns, investment style, risk tolerance, and time horizon. It will help them choose the right type of smallcase investment for their portfolio. Different investment types include large-cap, small-cap, mid-cap, dividend-yielding, tech stocks, and high-growth. Each type of investment comes with its own set of risks and rewards.

Investors should ensure that the portfolio of stocks and ETFs included in the smallcase is relevant to their needs. Investors must also consider their risk profile, investment capital, and time horizon to find the right mix of investments.

In conclusion, choosing the best smallcase investment requires careful consideration of several factors. Still, investors who take the time to do their research can enjoy risk-adjusted gains while maintaining a balanced and diversified portfolio.

Smallcase Vs Direct Stock Investments

Investing in the stock market comes with a number of options. Two of the most popular options are investing in smallcases and investing directly in stocks. But what exactly are smallcases, and how do they differ from investing in stocks directly?

Smallcases are professionally managed investment products created by bundling a selection of stocks and ETFs. They are designed to provide investors a more diversified and cost-effective way to invest in the equity markets.

On the other hand, investing directly in stocks is suited for investors who prefer a more hands-on approach. They must understand what and why they buy and how the stock performs in the market and with its peers. They may also need to try and time the investment – the entry and the exit – to capitalise on the investment to the maximum possible extent.

If you are a beginner or an experienced stock-picker who wants to buy a niche idea, smallcases can work for you. However, direct investments may be the right choice if you are comfortable understanding risk profiles and willing to take on more volatile investment climates.

Smallcase vs Mutual Fund

When it comes to investing, plenty of options are available. Two popular options for diversifying your portfolio and achieving your financial goals are mutual funds and Smallcases. But which one is the best investment option for you?

Mutual funds are a pool of money collected from multiple investors, then invested in a mix of securities. Professional fund managers choose the fund’s constituents, and investors can choose from various schemes based on their investment objectives.

On the other hand, Smallcases are portfolios of stocks or ETFs created by top-qualified and registered investment advisors in India based on a specific theme, strategy, or objective.

The investment option that is best for you will depend on your financial goals and risk appetite. If you want high control, customisation, and low cost, Smallcases could be the better option. However, mutual funds may be the better choice if you are looking for diversification and risk mitigation.

Does Many Smallcases = More Profit?

In recent years, smallcases have emerged as a popular way for retail investors in India to invest in the equity markets. These thematic investments cater to investors’ diverse investing goals and risk appetite. However, with the growing popularity of smallcases, investors need to be cautious about their investment decisions.

While smallcases offer a convenient way to diversify one’s portfolio and mitigate market volatility, over-diversification can lead to concentration risk and expensive access. Additionally, too many smallcases can make monitoring the portfolio’s performance challenging, leading to confusion and difficulty in understanding the exact details of the investments.

Choosing the right smallcases that offer a well-diversified portfolio and provide reasonable returns is crucial. Investing in a few selected smallcases that align with one’s investment goals and risk profile is a better strategy than investing in multiple smallcases.

How to use your existing Demat account to invest in Smallcase?

For novices, investing in the stock market can be a challenging and intimidating experience. With so many stocks and funds, figuring out where to start can take time. Enter Smallcases, a new and innovative way of investing that makes diversifying your portfolio a breeze.

Smallcases are baskets of equities and ETFs carefully selected by investment experts to align with specific market themes, investment strategies, or trending ideas. To invest in Smallcases, investors need a Demat account, a trading account, and a bank account, just like conventional stock trading. The trades are executed through trading accounts with a broking firm, and the stocks purchased in the basket are held in the investor’s Demat account.

How do SIPs work in a Smallcase?

Smallcases are a unique investment avenue that allows investors to invest in a basket of stocks and ETFs that follow a specific theme or investment idea. One of the significant advantages of investing in Smallcases is the ability to establish a SIP, which is a systematic investment plan.

SIPs allow investors to invest small amounts regularly, an affordable way to invest in the stock market. However, it’s important to note that Smallcases work differently than mutual funds, and investors need to purchase total units of the stocks. In most smallcases, the first investment needs to be a lump sum investment that adheres to the minimum investment requirement.

Setting a SIP in Smallcases is a great way to build a disciplined investment habit and earn better risk-adjusted returns. It’s also a great way to stay relevant in all market conditions, as SIPs do not require investors to time the market.

How to set the proper Risk Appetite in Smallcase – Explained

Investing is often a game of balancing risks and returns. And while returns may seem like the most crucial factor in selecting an investment, experienced investors know that risk is equally critical.

Smallcases offer investors a unique investment avenue that allows them to access a carefully curated portfolio of stocks and ETFs managed by professional fund managers.

However, before investing in Smallcases, investors must understand their risk appetite and tolerance. Risk appetite is an investor’s willingness to take risks, while risk tolerance is an investor’s ability to take risks. Investors must examine these two factors before making any investment decisions. Once investors have determined their risk appetite and tolerance, they can choose the Smallcases that align with their objectives.

Finally, investors should regularly examine their portfolio’s alignment with their goals and rebalance it as necessary. It can help their asset portfolio stay on track.

Read more about smallcase wikipedia

[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

[greenportfolioo]

Know About The Best Small Case Stocks For Long Term Investment

What are the best small cases for the long term? Looking into this buying option can be intimidating, and there are many considerations to make before making your final purchase. You want to choose a case that will protect your belongings now and in the future, but you also want to get a good deal on it. Use this guide to learn what to look for in the best small case stocks for long term. So you can make an informed decision about your next purchase. The article will give you tips about how to buy small cases online and in person, as well as how to protect your small cases when they’re shipped.

Smallcases for long term

Today the number of such people who are into the world of online investments such as stock marketing has increased drastically. From people having fewer internet facilities to being online the whole day. Technology has become much better in the last few years and people have started investing their money in much better manners. Investing in one such practice that everyone must do to have a better future. Those who spend more and save less may face several consequences in the hard times. Earning money may be challenging but using that money in the best possible manner is even more challenging. So to have the best options and get the best quality things related to investment, the best small cases for the long term can be the best options.

Investing in small cases is different from investing in big cases

It takes more time and effort, but it can also yield greater gains. Here are some tips to help you invest safely and profitably in small cases. Know the long-term goals of your investment: What are you looking to accomplish? What is your timeline? what is smallcase?How much money do you have available? When will that money be available? If a particular investment doesn't match up with your objectives, move on. Try not to overextend yourself: Invest only what you can afford without going into debt or selling other assets. You don't want to risk losing everything just because an investment goes south. If a particular investment sounds too good to be true (or worse, too risky), then take a pass. Trust is paramount: Put all investments through the same due diligence process before making a decision.

Small cases allow you to see patterns in the data

Of course, you can make use of the best small cases for long-term investment if you trade in small cases. It is preferable to trade in small cases because it allows you to see patterns in the data that would not be visible if you were looking at an entire portfolio. For example, it is possible to track when daily fluctuations are large relative to weekly ones and note when they coincide with specific days of the week. If fluctuations are more pronounced on certain days and larger than at other times of the week, it might be worth investigating whether there is a link between these patterns and other data points such as upcoming economic reports or earnings announcements. When combined with other strategies like technical analysis, these factors could help inform your market outlook.

[tejimandiblog]

What is the difference between Smallcase vs Mutual Fund

Mutual funds and Smallcases are the two asset structures in contention, and we’ll compare them over the course of this article to understand the fundamental difference between Smallcase and mutual funds.

Smallcase vs Mutual Funds

As financial backers, the vast majority of us invest a lot of energy window-looking for the right venture roads. "Would it be advisable for me to put resources into the security of obligation instruments or would it be advisable for me to remain value focussed? Would it be a good idea for me to pick evergreen stocks or might I at any point help more from exchanging the occasional ones? What might be said about adding some digital forms of money to my portfolio? How long would it be a good idea for me I stay contributed?" Questions, such countless inquiries.

In all actuality except if you're an outstandingly nuanced financial backer with balanced experiences about various areas, a differentiated portfolio can hold the solution to most 'what and why' questions, taking everything into account. Two monetary roads work with this expansion ideally; the first is an easily recognized name and the second has arisen as a trendy expression somewhat recently or two. Common assets and Smallcases are the two resource structures in conflict, and we'll think about them throughout the span of this article to figure out the central contrast among Smallcase and shared reserves.

David vs Goliath: A legacy product vs a promising challenger

A common asset is a pool of cash gathered from numerous financial backers to put resources into protections like stocks, bonds and different resources. Proficient asset directors, verified and recruited by common asset houses or Asset Management Companies (AMCs) are answerable for picking the constituents of the asset and assigning capital; they can endeavor capital additions or pay creation in light of their speculation targets which rely completely on the outline set out at the hour of the asset send off (called NFO).

A Smallcase, then again, addresses a capital assignment structure like portfolio the executives administrations (PMS) that were recently saved for affluent people (Read: HNIs and UHNIs). As an item, this is a thought that has gotten the extravagant of some very much obeyed twenty to thirty year olds as well as on-the-edge affluent since the time SEBI climbed the base venture sum for portfolio the executives administrations (PMS) from ₹25 lakh to ₹50 lakh in November 2019 (Check our article on "Smallcase versus PMS"). In certain sens e, Smallcase might be called reasonable PMS - with a beginning cost as low as Rs199/month. Fundamentally, a Smallcase is a bushel of stocks or ETFs, unequivocally made by the top qualified and enrolled speculation guides (RIAs) in India, in light of a subject, technique, or goal.

Smallcase vs Mutual Funds: Points of Comparison

1.Exercise Control 2. Risk Mitigation Mechanisms 3.Cost of Leaving 4. Management Fee 5. Access to Returns 6.Volatility

Read More About- Smallcase Articles

[highkeyfx]

Facebook and Xiaomi competed for a piece of India's $1 trillion digital loan market.

Facebook and Xiaomi competed for a piece of India's $1 trillion digital loan market.

This month, Facebook announced that India would be the first country to launch its small business loan program, which will provide loans to firms that advertise on its platform through a partner. The loans will range from 500,000 rupees ($6,720) to 5 million rupees, with interest rates ranging from 17% to 20% and possibly without collateral.

The social media giant's entry into India coincides with Xiaomi's, the Chinese manufacturer of everything from rice cookers to gaming monitors, plans to offer loans, credit cards, and insurance products in collaboration with some of the country's largest financial institutions and startup digital lenders, according to the Press Trust of India, citing local head Manu Jain.

Prosus NV announced on Tuesday that it had agreed to acquire Indian online payments service BillDesk for 345 billion rupees ($4.7 billion), making it the company's largest global acquisition in the Asian country to date.

The PayU unit of the European investment powerhouse struck a deal to acquire the 11-year-old startup, creating a digital payments behemoth with a total volume of $147 billion and bringing Prosus' investment in India to more than $10 billion to date.

This month, Amazon.com. Spend less. Smile more. also made its first investment in the country's wealth management sector, participating in a $40 million round led by fintech startup Smallcase Technologies Pvt.

Google, owned by Alphabet Inc., is also stepping up its game. After offering wealth management products like digital gold and mutual funds through its popular Google Pay platform, it has now partnered with small Indian lenders to open time deposits for its customers.

After online transactions increased during the pandemic and local lenders became cautious due to an increase in bad debt, India's digital payments market has piqued the interest of some of technology's biggest names. According to Boston Consulting Group estimates, digital lending will triple to $350 billion by 2023 and reach a total of $1 trillion in the next five years (2019).

“The payment business hardly makes any money, but lending makes a lot of money,” said Saurabh Tripathi, managing director and senior partner at BCG’s financial institutions practice. “Indian consumers are waiting for more appropriately designed digital experiences and many players are jumping at this opportunity.”

While India's loan market has significant potential, it also has significant risks. For the second year in a row, the country's bad loan ratio is expected to rise to 11.3 percent by March, making it the worst performer among major economies.

In addition to dealing with loan collections by digital firms, the Reserve Bank of India intends to regulate online lenders, which include more than 300 startups. Want to know more about Xiaomi?

learn more about this story

[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]

How to increase the chances of IPO allotment?

IPOs remain the most discussed and debated aspect of the share markets. After a blockbuster FY21-22 where 52 companies collectively raised 1.1 trillion through IPOs, FY22-23 looks no different. Major bellwether companies, right from LIC, to new-age companies like Paytm and Zomato, went public, raising billions with a never seen before retail participation.

With heavy retail participation in initial public offerings, oversubscription has become a common sighting. In fact, Paras Defence And Space Technologies Limited IPO was oversubscribed 304 times! This means there were 304 applications for one share, and only one of those subscribers got an allotment. Similarly, the Latent View Analytics IPO was oversubscribed 338 times!

The latest IPO that had the investor’s attention was the LIC IPO, which was oversubscribed three times.

With many participants in the markets, you may be wondering how the allotment actually takes place. But don’t worry. We decode it for you right below. Keep reading!

In cases of large oversubscription, IPO allotment is routed by way of a computerised lottery. In the lottery, there’s no bias, and every subscriber stands an equal chance of winning the IPO allotment. Now, a few individuals may invest in IPOs to cash listing gains, while others may view the company as a long term investment opportunity, wanting to participate in its future growth.

However, for both things to happen, you first need to get an IPO allotment which is difficult when the subscription rate is high. Investors are often found complaining about not receiving an IPO allotment despite doing everything right.

Read more on why Investing In Smallcase may be a better idea than an IPO investing strategy on the Teji Mandi blog.

While the markets may not guarantee you an allotment, you can boost your allotment chances by following a few simple tricks. Want to know what these tips and tricks are? Let’s find out.

Ways to boost your IPO allotment chances

1- Big applications won’t help

Applications coming from the retail segment are treated equally; now, it doesn’t matter if the application is for a single lot or multiple lots. Thus an applicant who has applied for one lot (which is, say, of Rs. 15,000) and an applicant who has applied for 10 lots (which will be Rs. 1,50,000) will be treated equally during IPO allotment.

In case of oversubscription, only one slot will be allotted to applicants selected by a lucky draw, irrespective of their application size. In a nutshell, your application size doesn’t give you an advantage in case of oversubscription. However, your entire application will be entertained in case of an under subscription. Read More About increase the chances of IPO allotment