Curated Stock Portfolios

Long Term Quality Strategy inspired by Warren Buffett - Large & Mid Cap - Yearly, Low PE Strategy - Smallcap - Yearly, 10 Years Sales Growth Strategy - Large & Mid - Yearly, Valuation Strategy inspired by Kenneth Fisher - MultiCap - Yearly, Valuation Strategy inspired by Benjamin Graham (Father of Value Investing) - SmallCap - Yearly, Valuation Strategy Inspired by Jim Slater - SmallCap - Yearly, Growth Strategy Inspired by Philip Fisher - Large & MidCap - Yearly, Momentum strategy inspired by Pim Van Vliet - Large & MidCap - Yearly, Momentum strategy inspired by George and Hwang - Large & MidCap - Yearly, Momentum strategy inspired by Wesley Gray - Large & MidCap - Yearly, Momentum strategy inspired by Narasimhan Jegadeesh - Large & MidCap - Yearly, MidCap Long Term Growth Strategy - Yearly, Strategy from Rakesh Jhunjhunwala Stock list- Multicap- Yearly, Common Guru strategy - Yearly, Top 50 Large Cap Growth Strategy - Quarterly, MidCap Growth Strategy - Quarterly, MidCap Price Momentum Strategy - Quarterly, Small Cap Growth Strategy - Quarterly, Growth Small Cap Strategy inspired by William O'Neil - Quarterly, LargeCap 100 Growth Strategy - Quarterly, Multicap Growth Strategy - Quarterly, Debt Mutual Fund Strategy - Quarterly, Common Quarterly Strategy - Quarterly, Best Stock As Per MF Buying - MultiCap - Quarterly,

Our investment Philosophy for our Strategies We have 24 AI powered strategies centered on basic but powerful fundamentals like RoE, FCF, Sales, Earnings, always giving you quality stocks to invest in. Our 24 different strategies are designed in a way to provide Quality stocks which are undervalued, quality stocks with Growing companies, quality stocks which are undervalued. In a clear and transparent manner, know what to buy, when to buy and when to exit, systematically Its designed to provide high returns with varied risk parameter and low drawdowns. The returns from our strategies have been great. This is due to the simple principle of following a time-tested process and repeating it over and over again. These stocks fall lesser when the markets fall and return higher when the indices gain. The return capacity of our strategies are huge. Almost all our strategies have grown at a CAGR of over 20% and beating the index at least twice over, in the 5 years we have tested it in. The strategy is made to efficiently beat market benchmarks consistently.

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Valuestocks. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Valuestocks decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Valuestocks’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.