Have you heard of Small Case OR SMALLCASE? In this post I will write on Zerodha Small Case review. I will cover the following points: 1) What is a small case (what is the concept and the execution methods) 2) I will also show where and how you can invest your money for some spectacular gains 3) How a small case is built.
What is a Small Case?
Small case is a equity investing platform which is mainly designed for the retail investors. It aims on 2 major type of investment: Thematic investing and Portfolio investing. As a result of the combination of these investment approach we can see products like AFFORDABLE HOUSING, GROWTH & INCOME and SMALLCASE INFRA TRACKER are in this platform.
So Zerodha Small Case combines two investment approach: THEMATIC + PORTFOLIO.
What is thematic investment?
Thematic investment is an art of investing that you see changes around you. Every change brings an investment opportunity, but retail investors dont know how to capitalize these changes. Suppose if India gains popularity as a tourist destination, then Incredible India will become a good small case variation.
Why portfolio investing?
1) Can be diversified.
2) Systematic investment can be made.
3) Effective and improved decision making is possible.
So smallcase will make a thematic as well as portfolio based investment in equities. Why to invest in equities, the image below finds out the reason:
How to access Zerodha Small Case?
Go to SmallCase.com and login with your Zerodha Kite credential. If you do not have Zerodha account click HERE to get one.
You can select your investment horizon (<1 year, 1-3 years OR >3 years). You can also choose small case based on thematic / model based / sector trackers and you can select amount to be invested.
In the small case dashboard you can keep track on your investments as well as create a watch list of your favorite small cases. This is an initial Zerodha Small Case review. I will post more on this subject.
Interesting Review. Keep up the good work
1) How much minimum amt of money should be invested?
2) Can we invest monthly(eg:5000 per month) or lumpsum?
3) Amount can be withdrawn anytime?
Avinash, there is a minimum amount that can be invested er small case. Ideally you can start with Rs. 3000 OR Rs. 5000. Currently SIP is not supported. You can invest Rs. 5000 and next month again invest Rs. 5000 and so on instead of SIP. Its linked with Kite, so amount can be withdrawn after selling your investment.
When are you going to start Nifty & Bank Nifty Tip Service.
Jitendra, wrong forum to ask this question. There is no surity on the timings. Plz check back our site later.