Welcome to Windmill Capital! A guide for new smallcase Subscribers

Greetings 👋

This is Naveen from team Windmill Capital.

I’m here to help you make the most out of your Windmill Capital smallcase subscription.

Congratulations on taking the first step towards investing and wealth creation by choosing to subscribe to our smallcase!

Understanding the benefits of your subscription

Looking to get started with investing?

Your Windmill Capital subscription gives you access to our high-quality research, newsletters, exclusive webinars & reports, 1-click investing, regular portfolio updates, seamless performance tracking, and more!

Windmill Capital offers 15 subscription-based smallcases which you can subscribe to. All of our smallcases are designed to fulfil your diverse investing needs through simple, intelligent & data-backed portfolios.

What’s more? We’ve curated this handy guide to help you understand the model, strategy, or theme behind Windmill Capital’s subscription-based smallcases.

📚 Read more or watch a video about subscription-based smallcases ▶️

Model or rule-based smallcases are a systematic combination of fundamental and technical filters and remain sector & stock agnostic, following a simple rule-based selection and rebalance process

Value & Momentum smallcase : Watch a Video | Read the Blog

CANSLIM-esque smallcase : Watch a Video | Read the Blog

Growth at a Fair Price smallcase : Watch a Video | Read the Blog

Straight Flush smallcase : Watch a Video | Read the Blog

Dividend Stars smallcase : Watch a Video | Read the Blog

Asset Allocation can significantly reduce the risk/volatility of our most popular model smallcases while maintaining the high returns. Invest in equity as per the underlying theme/strategy of the smallcases AND also invest some amount into other asset classes like debt, gold and cash

CANSLIM-esque (Asset Allocation version) smallcase

Growth at a Fair Price (Asset Allocation version) smallcase

Value & Momentum (Asset Allocation version) smallcase

Straight Flush (Asset Allocation version) smallcase

Non-model or Thematic smallcases are built on a ‘Pure play’, essentially the foundation or base of the smallcase which determines the kind of sectors and stocks that will be considered for inclusion

Brand Value smallcase : Watch a Video | Read the Blog

Speciality Chemicals smallcase : Watch a Video | Read the Blog

Smart Beta smallcases bring best of both worlds: Active & Passive Investing. They aim to increase the return potential without increasing risk, by taking the same amount of risk as the benchmark indices but increase the return potential by using better screening or weighting criteria

Dividend – Smart Beta smallcase : Read the Blog

Quality Smallcap – Smart Beta smallcase : Read the Blog

Low Risk – Smart Beta smallcase : Watch a Video | Read the Blog

Quality – Smart Beta smallcase : Watch a Video | Read the Blog

Sorting out your smallcase investments

These resources will help you understand your smallcases and utilize the platform to your advantage.

While choosing a smallcase
After investing in a smallcase

What is CAGR or Compound Annual Growth Rate

What is Volatility?

Why does a smallcase have a minimum investment amount?

Charges associated with smallcase investments

Understanding a smallcase’s returns

Windmill Capital’s Rebalancing Strategy

Rebalancing your smallcase

How to start an SIP for investing in your smallcase

Upgrade your finance knowledge with Windmill Capital

Windmill Capital in the News!

Mint Genie: Why should investors opt for professionally managed portfolios
Mint Genie: Tax harvesting: How to save capital gains tax? Details here
Mint Genie : Long term Investing themes to watch out for
Mint Genie : Market Diversification & Managing Risk during volatile times
Economic Times : Curated Stock Baskets from Windmill Capital

Didn’t find what you were looking for?

Read some Frequently Asked Questions about smallcases
Read Frequently Asked Questions about Windmill Capital
Windmill Capital’s Privacy Policy
Windmill Capital’s Disclosures

Getting in touch with Windmill Capital

Write to us on: support@windmill.capital
Follow us on Twitter: @windmillcapHQ
Connect on LinkedIn: Windmill Capital
Chat with us on WhatsApp: Say Hello

Disclaimer: The content in these posts/articles is for informational and educational purposes only and should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products.
Users must make their own investment decisions based on their specific investment objective and financial position and using such independent advisors as they believe necessary.
Refer our disclosures page here – https://windmillcapital.smallcase.com/#disclosures