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 Zen Nivesh Portfolio Advisory (ZNPA) Unique?
1. Focused Microcap Exposure
ZNPA exclusively operates in the sub ₹3,000 crore universe (hard cap ₹10,000 crore), a space most investors avoid. It offers structured access to under-researched businesses with high outcome dispersion.
2. Edge-of-Portfolio Strategy, Not Core Replacement
ZNPA is not a substitute for index funds or mutual funds. It is designed as a calculated satellite allocation for investors who already have their basics sorted.
3. Process-Driven, Rule-Based Framework
Equal-weighted 10 high quality bets with clear entry and exit discipline. Every exit is a switch, not a reaction, keeping the portfolio dynamic but controlled.
4. “Don’t Predict. Prepare.” Philosophy
Instead of forecasting market moves, ZNPA prepares for volatility through diversification and time. The strategy embraces discomfort as part of the microcap journey.
5. Clear 2–3 Year Investment Thesis for Every Stock
Each position comes with defined expectations: what must go right and what justifies the price paid. Valuation discipline ensures asymmetry over optimism.
6. Full Skin in the Game & Transparent Thinking
We invests in the same stocks, in the same manner, alongside you. Research, decisions, and mistakes are publicly documented alignment over promises.
How Does the Stock SIP Portfolio 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 10 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 10 allocations, say if you invest ₹50,000 every month, ₹5000 will be allocated in each positions.
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. We will guide you with monthly rebalance notification without fail to make your portfolio sync with ZN Stock SIP 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
