Windmill Capital has been creating model 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 – ₹2000
- Benefits for 12 months – ₹6000
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
You can check out the full list of free to access and fee-based smallcases created by Windmill Capital here –
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.
Got questions or feedback? Drop us an email at support@windmill.capital and we’d love to talk!
Check out our smallcases and the new subscription plan here.
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.
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.
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 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.