About the smallcase

Suitable- for those investing less than 30% of liquid net worth with no plan to liquidate within at least SIX MONTHS


Investment Rationale:

We choose 15- 18 promising & undervalued companies across all major and growing sectors that contribute to the Indian Growth Story to curate this smallcase for Long-Term Growth and Success, combining various types of investing in stock market:

  • Invest in high-quality companies with strong fundamentals for long-term growth
  • Diversified portfolio across major industries to minimize risk- beta investing
  • Proprietary algorithms for optimal capital allocation and to avoid bias.
  • Scalable and liquid portfolio for easy access to funds.
  • Momentum-based rebalancing for long-term success.
  • Committed to staying informed of industry trends and monitoring holdings to meet high standards.


Invest with us for a diversified, scalable, and liquid portfolio designed best for long-term growth and success. Our stock portfolio strategy provides exposure to high-quality companies across major sectors, positioning you for success in the ever-changing market.

Read more about Sector Advantage [Qtrly]

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Understand smallcase costs and returns