Windmill Capital has been creating portfolios on the smallcase platform since 2016. We maintain more than 40+ smallcases across different styles like thematic, asset allocation, smart beta etc. Some of the most popular smallcases on the platform like All Weather Investing and Dividend Aristocrats are created by our team. You can find more about us here.
Introducing our subscription plan – Windmill Capital Subscription
We’re happy to introduce a single subscription plan that will give you access to all fee-based smallcases created by us. Furthermore, we’re looking to enhance our offerings & launch more fee-based smallcases to cater to your evolving investing needs. The Windmill Capital subscription plan is your access pass to all our current and future fee-based offerings.
As a part of this process, some of our currently free-to-access smallcases will become a part of the subscription plan i.e. new investors will now need to subscribe in order to access them. The rest of the smallcases will not require a subscription and will continue to remain free. These details will be clearly visible on the individual smallcase profile page.
More about the Windmill subscription plan
Currently, you can choose between two available plans:
- Benefits for 3 months – ₹2,000
- Benefits for 12 months – ₹6,000
The subscription plan will give you access to the following smallcases:
- Growth at a Fair Price
- Straight Flush
- Value & Momentum
- Dividend Stars
- CANSLIM-esque
- Speciality Chemicals
- Brand Value
- Low Risk – Smart Beta
- Quality – Smart Beta
- Quality Smallcap – Smart Beta
- Straight Flush – Asset Allocation Version
- Value and Momentum – Asset Allocation Version
- CANSLIM-esque – Asset Allocation Version
- Growth at a fair price- Asset Allocation Version
Subscribing to a plan will give you access to our high-quality research, exclusive webinars & reports, 1-click investing, regular portfolio updates, seamless performance tracking, and more!
We’re super excited and will be launching new fee-based smallcases in the future as a part of the subscription plan. Our core focus area will always be to fulfil your diverse investing needs through simple, intelligent & data-backed offerings.
Already invested with Windmill Capital? Here’s what happens next for you:
If you’re already invested in a smallcase created by us (Windmill Capital), it will always remain free for you regardless of whether or not it is a part of the new subscription plan. Nothing changes for you until you exit.
Check out our smallcases and the new subscription plan, here.
Got questions or feedback? Drop an email at support@windmill.capital and we’d love to talk!
Take care and happy investing!
Thanks for the update. I would like to know how would the rebalancing work, will that also continue to be free for the smallcases that are free today?
Rebalance frequency is not dependent on whether smallcase is fee based or free to access. If previously a smallcase was quarterly/annually rebalanced it will continue to be rebalanced at the same schedule. All investors will continue to receive rebalance updates for the same.
I have purchased stocks of small cases as per your recommendation.I would like to know is 3 months time is correct for rebalancing?What is criteria for rebalancing? It involves cost to stock holders.2}why don’t you offer discount in fees for Senior citizen?
– One can check the rebalance dates under “Stocks & Weights” section of the smallcase.
– You would be notified via email when a smallcase you have invested in has a rebalance update available. You can review the changes and apply the update. Check the link to understand how rebalancing can be applied : https://zerodha-help.smallcase.com/en/articles/4745469-how-do-i-rebalance-my-smallcases
– smallcases are rebalanced on a quarterly basis to ensure that the constituents of a smallcase are the right choice for taking exposure to a particular theme. If the Windmill Capital team adds new stocks to the smallcase or adds a greater number of existing stocks to ensure weights are correctly aligned, investor will have to invest more into the smallcase when rebalancing. Read more about rebalancing here : https://www.smallcase.com/blog/rebalancing-101/
– We will consider your suggestion regarding offering discount to senior citizens.
Iam already invested in your growth at a fair price and Low risk smart bita since a year as a part of free subscription. These remains free as indicated in your above mail hence asumsing no action from me.
Yes that’s correct. The fee based smallcases that you have already invested in will remain free for you forever. This means you will have full access to the smallcases and will continue to receive rebalance updates. However once you exit the smallcase you will have to subscribe to windmill capital’s plan for accessing the fee-based smallcases, if you have not already done so.
Does the paid smallcase after first subscription not accessible after 3 month period?
You will be able to access the latest constituents and weights of the fee based smallcases and continue to receive rebalance updates only as long as you are subscribed to the Windmill Capital subscription plan.
You pay 2000, buy a small case under windmill capital. Is it available to see after 3 months ? Or how does that work?
You will be able to access the latest constituents and weights of the fee based smallcases and continue to receive rebalance updates only as long as you are subscribed to the Windmill Capital subscription plan.
Please add me in telegram @mit786. And call me my number 9440005710…
Please follow our twitter handle https://twitter.com/windmillcapHQ for more updates and announcements regarding Windmill smallcases. We will soon be launching our telegram channel and would be adding all our paid subscribers.
All your small cases are good
Thanks for the appreciation!
Frequency of rebalance for paid windmill smallcases?
Rebalance frequency is not dependent on whether smallcase is fee based or free to access. If previously a smallcase was quarterly/annually rebalanced it will continue to be rebalanced at the same schedule.
Hi, Do you have any lifetime subscription plans , any small case with selected recently listed/ipo companies,
Nice work Thank you.
Thanks for your appreciation. We do not have any lifetime subscription plan at the moment.
Regarding recently listed /IPO companies, you can search for a company, smallcase wise, under the Discover section of the smallcase app or platform.
Your pricing of Rs.2000/3 months for a smallcase is not suitable for a small retail investor (who is the target customer for the smallcase). It should be AUM-based ie., 1% of AUM + GST like a Direct Mutual Fund.
Thanks for writing in with your suggestion. We definitely did consider having an AUM based fee for Windmill Capital smallcases. However the downside to that is that investors who invest more will end up paying more fees. Another factor is that investors will have to calculate the amount of fees, which is a hassle. We do not want to charge our investors for investing more and also want to keep the investing process as simple as possible. Hence we decided to go in with a flat fee structure.
Tks. Why AUM based fee should not be an option? Already some people in the smallcase publishers are charging monthly on AUM basis! so technically it should NOT be a hassle!!
Another big ISSUE here is, you people are bundling around 8 smallcase in the fee based subscription model. WHY should a customer should pay for the smallcase which he/she is not going to use? This is against the customer interest. No other publisher is doing these kinds of bundling.
AUM based fees might be introduced at a later stage. The hassle is not in the technical implementation but from a user perspective. We wanted to start by keeping things simple!
When an investor subscribes to the Windmill Capital subscription plan, he does not pay for any smallcase. An investor pays for a smallcase only when decides to invest in any smallcase of his choice. Please note fees to access smallcase is not the cost of the smallcase. The subscription plan reveals the constituents and weights of specific smallcases, investors can study these smallcases and decide which one to invest in.
AUM based fee should definitely be an option. It serves dual purpose of supporting smaller investors and larger investors can of course pay larger amount.
For every rebalancing in all weather smallcase with zerodha was charging some fee previously, is it everything free now ?
The All Weather Investing smallcase is free to access and invest in. It means one does not need to subscribe to the Windmill Capital subscription plan to invest in the smallcase. However a one time fee of ₹100+GST is applicable on the day of purchase. Read more about it here : https://zerodha-help.smallcase.com/en/articles/5359334-smallcase-pricing-update
Too costly.
I hope you will have a free offer in diwali!
Thats exactly where i entered smallcase.
Windmill is definitely a engine of smallcase.
Still want to ask a question.
Q. If suppose we subscribe the plan for 3 month.
After which we do not renew it what happens to the existing cases we brough of windmill (during paid subscription). Also will the rebalance happen on them or not ?
For an offering consisting of model, thematic and smart beta portfolios, our charges are one of the lowest in India.
We have not planned any Diwali offers at the moment. We will definitely reach out to all our subscribers in case of any offers.
One will need to have an active subscription plan to continue investing and receive rebalance updates for fee based smallcases.
Many retain investors came to Smallcase after you explaining about the charge done by smallcase vs others. But now suddenly smallcase is charging too much is really disappointing. I had several small cases, I had to exit for some needs. when i return back and buyback smallcases, it became chargeable. One-time charge is fine, but charging in such a way that 2000 for 3 months is really high.
Windmill Capital has been providing free smallcases for over 5 years now. After much contemplation we have decided that it’s only fair to monetize our research which has benefitted lakhs of investors over the years. The subscription plan has a minimal price of just Rs.6,000 for a period of 12 months. We are confident that this price will not be a burden for our investors and they will continue their wealth creation journey with us. Please also note that along with fee based smallcase, we also have 30+ free smallcases. Feel free to check out the same.
Excited to go through your thematic modules
Thanks for the appreciation!
Is there any specific time according to market strategy to invest in your small case modules ???
For example one makes strategy to invest when market is low.
I am new to these so I have no ideas.
Windmill Capital smallcases are long term investment products that helps users achieve their financial goals. Investors can start investing in these products when they are ready. We do not believe it is possible to time the markets.
Please note that stock market investments are risky and there is significant risk of generating negative returns in the short/medium term. Hence over exposure should always be avoided. Also, one should try to ensure that emergency funds and related backups are not invested in stock markets. Most importantly when in doubt, please consult a financial adviser.
The pricing of Rs.2000/3 months for a small case is not suitable for small retail investors, at least for those who would like to start with small capitals as a SIP. At least some discount on the first year’s subscription fee for those who are entering for the first time would be appreciated.
For an offering consisting of model, thematic and smart beta portfolios, our charges are one of the lowest in India.
Kindly also explore the 40+ free to access smallcases.
Hello There,
What do you mean by “give you access to our high-quality research, exclusive webinars & reports”.
Will you provide the research for all paid ones? If yes, Is it possible to get a sample?
We regularly put in a lot of time conceiving, back testing and subsequently maintaining as well as rebalancing all our smallcases. The fee based smallcases have taken a lot more bandwidth, of the research team, from the time of conception to subsequent maintenance. This is where the high-quality research angle comes in. Subscribers to the Windmill Capital subscription plan will receive premium offerings like monthly newsletters, quarterly performance reports etc. They also have the option of joining our telegram channel where we will host webinars and other engagement programs regularly.
Is 6000 / year subscription provides access for all the fee based Smallcases ?This is not very clear .
The Windmill Capital subscription plan will give you access to all our current and future fee-based smallcases.
I too agree that it is not clear about the charges and what we will get out of if.
If we pay 6000 per year for these small case,
Shall we invest in all these smallcases?
How long we can do rebalance with these smallcase for the free of cost?
As clarified above the Windmill Capital subscription plan will give you access to all our current and future fee-based smallcases. Investors can decide which smallcase to invest in. In addition subscribers will also get access to exclusive newsletters, webinars, telegram channels and other reports.
I have invested in growth at fair price portfolio but didn’t earned a single penny from it till, its been 3 months now.
Between 22nd June 2021 and 22nd Sept 2021 the Growth at a fair price smallcase has returned 10.58% returns. This is in line with 10.88% returned by the equity smallcap index during the same period.
Please note, stock market investments are risky and short term returns can also be negative. For instance, over the previous 1 month the smallcase has underperformed the comparable index.
smallcases specifically and equities generally work best over the long term. Rs.100 invested in the “Growth at Fair Price” smallcase when it was launched in April 2016, would have grown to Rs.273 today. Over the long term, the smallcase has comfortably beaten the comparable index.
As per the Diwali offer 25% on an annual plan. If I apply for 1 year next year renewal amount will be 25% off or full amount?
I have seen many small cases are rebalancing quarterly or yearly but they are charging per month basis what’s the point of charging monthly when they rebalance quarterly??
The 25% off is a one time offer for new subscribers. When you renew your subscription, Rs.6000 will be charged. Apart from the subscription fees Windmill Capital does not charge any other fees. I am not sure which monthly fees you are referring to. Please provide more details.
Hi Naveen,
Is there an active discount coupon code as of now, for new subscribers? Also, I wanted to know, if I opt for an auto-renewal for my subscription, will the annual rate remain the same in the following years?
We do not have any discount codes at the moment. Follow us on twitter – https://twitter.com/windmillcapHQ/ for upcoming announcements and updates. The annual rate is likely to remain the same in the near future.
Hi Team,
I am trying for annual subscription with the diwali code, after deduction I should pay 4500 as 25% discount but at the time of payment its asking 6000 to pay.
Can you quickly look into this.
Thanks
Akash Thapa
The code would have automatically got applied at a later stage and you would have got the deduction. Unfortunately the offer is not valid any longer. Follow us on twitter – https://twitter.com/windmillcapHQ/ for upcoming announcements and updates.
How to buy????? The subscription
Please visit the Windmill Capital website <> to subscribe to the plan.
The returns shown do not take into consideration dividends earned by investors as well as smallcase buying / selling charges and other taxes. The returns that we show is pre dividend and pre cost of investing.
However it is erroneous to claim that the returns are incorrect! Please read through the following blog to understand how returns are calculated : https://www.smallcase.com/meta/return-calculation
Hello,
If I subscribe to one small case from Windmill Capital, does I get access to all small cases from Windmill Capital?
Or
Do I have access to only the small case to which I have subscribed?
Investors can subscribe to the Windmill Capital subscription plan which will allow them to invest in all current and future fee based smallcases.
Hi. I’m planning to get the subscription. Few queries
1) do I still have to pay the fee for rebalancing if I’ve the subscription
2) any offers on subscription
3) I’m new to investing , will your team hand hold us n guide people like me who are new investors
The charge associated with Windmill Capital subscription plan is the fee that you are paying us for our research.
Read more about the charges associated with smallcases here: https://www.smallcase.com/blog/charges-associated-with-smallcases-now-more-transparent-and-simpler/
You can use the subscription code NY15 to avail 15% discount on the annual plan. This offer is valid till 31st Jan 2022.
Windmill Capital is a “research analyst” and not an “investment advisor”, hence we will not be able to provide investment suggestions. Please touch base with your investment advisor for the same.
Hi,
I already took “mi_nnf10 momentum” subscription for one year in NOV’2021 and I came to know about “WINDMILL SUBSCRIPTION PLAN” now . If I take this subscription will the money paid to take nnf10 subscription be adjusted to this windmill subscription,so that i can use only one subscription for all windmill portfolios i invest in ?
The Mi_NNF10 Momentum smallcase belongs to a different fund manager. You will need to buy the Windmill Capital subscription plan to access fee-based smallcases created and maintained by Windmill Capital.
The smallcase returns does not include the taxes and dp charges that we incur when buying and selling stocks. Which is a sizeable amount if out investment amount is not too large.
Don’t you think this is misleading to the consumers and should be included in the returns shown?
As part of a transparency measure, we have introduced cost calculator that allows :
– To check the cost-adjusted performance of a smallcase
– Check the cost-adjusted value of an investment as per the time period you choose
– Check overall costs you will need to incur
– Check the distribution of costs across various components
You can access the cost calculator tool directly from any smallcase profile. Read more about it here: https://www.smallcase.com/blog/charges-associated-with-smallcases-now-more-transparent-and-simpler/