rupeeting

Discover smallcases by

Paterson

Paterson is a SEBI-registered investment advisor, offering expertly curated smallcases along with personalised portfolio advisory across stocks and mutual funds. Every smallcase is research-backed, crafted with high quality stocks, curated for investors with an edge. In simpler words, Paterson is your trusted partner for all things wealth. We’re a team of seasoned fundamental analysts and investment professionals, committed to long-term wealth creation through disciplined, research-backed strategies. Paterson is one of India’s oldest and most respected financial services companies with a legacy that dates back to 1935.

Unlock all metrics

Login to see the live performance and returns

Logo of Value Migration Theme smallcase.

Value Migration Theme

Unorganised to Organised. Brick-and-Mortar to Digital. Premiumisation. Invest in mega value-shifts.

Unorganised to Organised. Brick-and-Mortar to Digital. Premiumisation. Invest in mega value-shifts.

Min. Amount
₹ 53,536
4Y CAGR
Volatility
High
Logo of Monopolies Theme smallcase.

Monopolies Theme

Companies that dominate their respective industries and sectors.

Companies that dominate their respective industries and sectors.

Min. Amount
₹ 69,603
4Y CAGR
Volatility
High
Logo of All-Season Asset Allocation smallcase.

All-Season Asset Allocation

Diversified and low-cost ETFs designed to weather the market and grow your wealth.

Diversified and low-cost ETFs designed to weather the market and grow your wealth.

Min. Amount
₹ 50,000
5Y CAGR
Volatility
Low
Logo of Satellite Model smallcase.

Satellite Model

4-6 positional trades based on technical analysis.

4-6 positional trades based on technical analysis.

Min. Amount
₹ 1,00,000
2Y CAGR
Volatility
High
Logo of Special Situations Theme smallcase.

Special Situations Theme

Special events that make big money - mergers, acquisitions, demergers, spin-offs, turnarounds.

Special events that make big money - mergers, acquisitions, demergers, spin-offs, turnarounds.

Min. Amount
₹ 21,647
1Y Returns
Volatility
Med.
Logo of Sunrise Sectors Theme smallcase.

Sunrise Sectors Theme

Invest in the industries of tomorrow

Invest in the industries of tomorrow

Min. Amount
₹ 65,654
1Y Returns
Volatility
High