How to invest in smallcase
Monday, Apr 25, 2022
Smallcase is a specifically curated basket based on easy-to-understand ideas. The use purpose of every smallcase is different, but they all serve one goal: wealth creation. Each smallcase is a professionally managed basket of stocks or ETFs that reflects a strategy, idea, or theme. Investing in smallcase is relatively easy as you get to invest in a basket of stocks in just one single click.
Here we will take you through how you can invest in a smallcase. The steps are straightforward, and you can easily invest without having much market knowledge as our team of experts will be doing the analysis and cherry-picking for you.
Choosing an idea
The first step is to choose the idea you want to invest in and then you will have to unlock the access of that smallcase. Once you do that, you will have all the key information with the stocks and their respective weightages in that smallcase. For example, you may choose high quality right price, our best smallcase for long-term wealth creation.
Unlocking the smallcase
Once you unlock the subscription, you will see all the stocks part of our smallcase. Subsequently, you may submit a buy order for all 20 stocks on their respective weightages by a single click.
Placing an order to buy the stocks
This order may be placed at the market or limit order depending upon your discretion. Once the order gets approved, the stocks will be credited directly to your trading account and you will actually hold these shares.
Transferring money to your account
To execute the order, the investor must have already transferred the required account to their fund account so that the transfer can take place.
Subsequent SIP and rebalance
The managers push frequent rebalances which can be undertaken very simply from the portal. One may also choose to do regular SIP by choosing their investable amount once they have made the first lumpsum investment.
The purpose is to help you invest in multiple companies that serve a particular investor goal (getting high dividends for someone or investing in ESG companies for some).
The use case is to help people who might not be market experts but can still get returns by reading about the particular smallcase and the methodology behind creating the smallcase.
Now and then, the financial industry sees new products that help bring onboard an unknown generation segment while promoting financial literacy. Smallcase is one such investment product for this generation, so don't miss out on this opportunity. You can head out to our section below and see our best performing smallcase for long term wealth creation and various other smallcases that suit your investment needs.
Allocating investment to achieve goals
A lot of people invest their money without a clear plan in mind. It's empirical to have a proper plan insight and invest to achieve it. While allocating the investments across different products, one must aim to fulfil their investment goals. The investment allocation can be done by setting up specific and clear goals. Furthermore, the goals set should be measurable to know if and when they have achieved. To achieve the goal, the goal should be set so that it is achievable. Having unachievable goals will only lead to failure and make unreasonable investments. The goals should be time-bound with specific time in hindsight to achieve them and must be relevant to the investor. In short the investment goals must be
Specific
Measurable
Achievable
Relevant
Time-bound
Investment goals become moving targets for many individuals, with carefully laid-out plans running into roadblocks in layoffs, unplanned pregnancies, health issues and the need to care for ageing parents. All investments start with the first dollar set aside for that purpose, whatever your age, income, or outlook. Of course, those investing for decades hold a significant advantage, while their growing wealth allows them to enjoy the fruits of their saving habits.
If one is investing for retirement, they may choose to invest into less volatile products and will offer continuous returns for a long period of time. While someone planning for a short period may choose to be more aggressive with their investments to meet the goals. Whereas someone who wants to invest to safeguard their children's future may choose to do a continuous investment (SIP) into an insurance scheme or invest into physical assets that might undergo capital appreciation.
Rest assured, all investment goals can be met by investing into various smallcases that offer curated basket of stocks to fulfil varied investor goals and needs. Someone looking to invest for 2-3 years may choose High quality right price, the best performing smallcase to get higher degree of returns. Similarly, someone looking to invest after retirement may go for dividend yield or Smart Nifty index.
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