“smallcases are a smart way of investing in themes & ideas”

Ganesh Prasad is in his mid-30s, lives in Bangalore and works in corporate communications with a large-sized company. He leads a busy life and understandably, doesn’t have a lot of time to devote to his investments. This is where he finds smallcase to be very helpful.

“I found smallcases a great way of investing in stocks,” he says. Ganesh began his smallcase investments with the smallcase IT Tracker. “Being an Indian, you need to have some investments in IT stocks,” he opines. Instead of researching the sector and companies himself, he thought it made more sense to invest in a smallcase where all of that hard work is done by a SEBI-registered research analyst.

This is one of the best features of smallcases. Picking stocks to invest in is not an easy task, especially for lay investors like Ganesh who have a full-time job and a life outside work to worry about. Researching stocks takes a lot of time, effort and expertise. Most investors face losses when they can’t do this properly and adequately. Which is why it’s best to seek the help of experts.

The smallcase team holds a SEBI-registered Research Analyst license. Every smallcase is built using our stringent and proprietary filters to ensure that they work in the best manner as a portfolio. This is why a smallcase is a good way to start investing in equities. Ganesh concurs, saying, “I like the companies that are there in the smallcases. I know about them too.”

Ganesh believes he’s a passive investor. “I look at my portfolio once in a while, but my job doesn’t allow me to log in every day.” He understands that he doesn’t even need to. He is investing for the long-term, for important goals like a vacation and his retirement.

“I keep a track of some of the smallcases and will invest more gradually,” he says. He likes the freedom that he gets with smallcases. He can customise and manage his investments, which is something that can’t be done with equity mutual funds. “You are kind of stuck with stocks in a mutual fund,” he says. “There are also a lot of expenses.” Smallcases, on the other hand, cost just a fraction of the expense ratio of mutual funds.

“smallcases are a smart way of investing,” says Ganesh. “You can do a lot more with them like invest in themes and ideas.” You surely can, Ganesh, and we thank you for your kind words.