
smallcase Features Archives - Page 2 of 3 - smallcase

In this blog, let’s take a look at how the Investment Score helps you create a healthy portfolio.

Unlocking a high Investment Score requires a good understanding of the calculation process. So let's delve into the mechanics behind the Investment Score.

The Investment Score reflects the current state of your investments in Mutual Funds, Stocks/ETFs, and smallcases as objectively as possible. It's a comprehensive metric that offers valuable insights and provides suggestions to enhance the overall health of your portfolio.

Introducing smart alerts which can help you better plan additional lumpsum investments in the existing smallcases.

If I was the Finance Minister for a day.. What would our smallcase managers change? Hear from Alok Jain, Divam Srivastava and Sonam Srivastava!

Learn about the concept of rebalance, the logic behind it & what if you miss an update.
