Benefits of Subscription
- Smallcases are modern investing products based on simple ideas
- An extremely low-cost option to build long term wealth
- Suitable for investors desirous of investing monthly/quarterly or on a regular basis
- Smallcases are fully personalized
- Email Notification for rebalancing on monthly and quarterly basis
- Portfolio of stocks across different market capitalization (Mainly Small-Mid Cap)
- Members have a choice either to invest a lump sum amount or choose a convenient SIP (systematic investment plan)
- Choose from two different smallcases:
1) Enhancing Value - This strategy aims to provide long-term capital appreciation by investing in a portfolio of upto 30 stocks. Though there is no market cap restriction, mostly the stocks would be small caps (Market cap of less than Rs.12000 crores) as small caps are generally under-researched and priced inefficiently. The strategy would invest in stocks that meet our quality and valuation criteria while at the same time are witnessing health growth.
2) Growth at Reasonable Price - This strategy aims to invest in a basket of stocks across various sizes, ranging from small to large cap companies. Our focus will be to identify companies displaying substantial growth and capturing them at a reasonable price. At times of lack of opportunity, we may be investing in liquid ETFs such as liquidbees.
|Bank Name||ICICI Bank|
|Pay To||Prudent Equity Pvt Ltd|
|Payment Mode||NEFT/CHEQUE/DEMAND DRAFT|