About the smallcase

This diversified portfolio consists of majority leader’s stocks from the small cap segment with a mix of quality mid-caps suitable for the investors with a high-risk appetite. After thorough equity chart analysis, carefully monitoring of the market direction and trend, a decision is made. The investor is requested to have a long-term horizon with maintaining a habit of investing pockets of investments through SIP/ Invest more options over the period of time.

 

-      Portfolio consists of 20-25 stocks or as decided by the principal officer.

-      Range bound breakouts are watched to enter into any stock.

-      Risk management forms an integral part of the strategy.

-      Equipped to deploy exposure in Gold & Silver ETF's when they are likely to start an uptrend.

-      Equipped to go into cash with Liquidbees ETF on any event of potential threat to portfolio.

-      The portfolio is rebalanced on the need basis and does not follow a fixed recurrent date.

-      Market’s ecosystem based on specific stock’s uptrends and downtrends, its significance and performance are carefully analyzed while making a decision.


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Recommended Investment amount up to 20 lakhs. Please contact Manager if the desired Investment amount is greater than 20 lakhs.

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Understand smallcase costs and returns