About the smallcase

Just like Moon (a satellite of Earth), this portfolio is dynamic and vibrant.


This satellite portfolio of quality stocks is aimed at generating high return with high degree of risk over a long period of time. Consists largely of mid and small cap stocks with regular rebalancing of the portfolio based on the performance, targets and micro/macro economic environment. it also incorporate turnaround stories, play momentum, corporate restructuring and investments in cyclical sectors. Recommended investment in this portfolio is in excess of INR 100,000.


At times, portion of the portfolio can sit in cash through instruments like LIQUIDBEES.


Suitable only for investors who are ready to dig deeper and willing to take extra risks for extraordinary returns. Investors should bear in mind their risk profile, asset allocation and high degree of risk associated with such strategies. Investment should be done for a long period of time stretching to multiple years to derive maximum mileage from this portfolio.


Happy Investing. Hope you enjoy the methodical process and journey of creating wealth.

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Understand smallcase costs and returns

Understand smallcase costs and returns