Build Your Wealth, One SIP at a Time
Introducing Our Stock SIP Model Portfolio
An intelligent, action-ready solution for long-term equity wealth creation. Powered by fundamental research, disciplined allocation, and guided by our proven SIP Philosophy.
What Makes Our SIP Model Portfolio Different?
1. Investment, Not Speculation
We don’t chase trends or trade noise. Every stock is selected for its long-term potential based on thorough research, not market hype.
2. Specialization Based on Circle of Competence
We stick to sectors and businesses we understand deeply. No blind bets - only informed choices.
3. Above Average Returns with Below Average Risk
Our aim isn’t to swing wildly. It’s to deliver outsized returns while keeping the downside in check.
4. Risk Management = Capital Protection
Defence wins championships. Protecting capital is as important as growing it. Our portfolio is structured to handle volatility.
5. Emphasis on Consistent Performance
We don’t believe in “once-in-a-while” winners. We focus on delivering steady performance, month after month.
6. Focus on Company’s Fundamentals
Our filters are rigorous. Every company we invest in must show strength in its balance sheet, business model, and execution.
How Does the SIP Advisory Work?
We make investing simple, structured, and scalable - powered by Smallcase.
1. Monthly Portfolio Update
On the 1st trading day of every month, we update the Smallcase Model Portfolio with 20 carefully selected stocks, equally weighted. You can invest with just a few clicks.
2. Equal-Weighted Allocation
Your monthly capital is evenly split across the 20 stocks - ₹5,000 in each, if you're investing ₹1 lakh - enabling systematic diversification and rupee-cost averaging.
3. Rebalancing Made Easy
If there’s any update - a stock exit, entry, or change in allocation - we revise the Smallcase model and notify you. You just need to click ‘Rebalance’ in your Smallcase dashboard to sync your portfolio.
4. Seamless Tracking & Monitoring
All your investments are transparently tracked within Smallcase. You have full visibility, direct ownership, and real-time updates at your fingertips.
Why Smallcase?
- Easy to Invest - Just a few clicks to execute or rebalance
- Track Effortlessly - Portfolio insights updated live
- Direct Ownership - Stocks held in your demat account
- SEBI-Compliant - Transparent and fully regulated
