What Is SmallCase? How You Can Use It In Your Investment Journey(Part-2)

                                    SmallCase           One of the best investment tools available in the market Hello my dear friends, I ho...

 

                                 SmallCase

         One of the best investment tools available in the market

Hello my dear friends, I hope you all are doing well. Today I will discuss what is SmallCase & how it works(part 2). Also, I will discuss how it can make your investment journey easier. As I want to make detailed writing about it that's why I am splitting this into two parts. So If you missed the first part please make sure to check it out.

                            So let's start Investing With Ease.

First part ➤  First Part of SmallCase

Guys before getting into the content I want to tell you that, I don't recommend you any specific stocks, mutual funds, cryptocurrency, or any other asset classes. You must do your own research and then invest in any asset.

⦿ What are SmallCases?

➤ As I discussed in an earlier blog that it is a new investment tool. With this, we can invest in stocks, ETFs, Gold ETFs, etc. SmallCases for everyone and it has the strength to diversify your investment portfolio.

In the SmallCase app, we find many subscription options for SmallCases, but you have the option to subscribe or opt out from a subscription.

Their many types of SmallCase like: 1) Thematic 2) Sector Tracker 3) Model-based

4) Smart Beta SmallCases 5) ETF SmallCases. We will discuss this later.

            In the earlier blog, I write in detail about this, so you must visit that blog.

⦿ SmallCase Plans:

➤ There are many SmallCase plans available on the app, if you visit the app or its website then you can surely check them out. Here I will discuss a few of them which are only has free access I am not gonna discuss the paid ones.

1) All-Weather Investing: SmallCase managers claim this plan almost works for everyone and in all market conditions. This SmallCase invests in 3 asset classes -- equity, debt & gold. This SmallCase rebalances its portfolio periodically to generate relatively higher returns by assuming the least possible risk.

According to these SmallCase managers, they mark this plan as Low Volatility with a 3Y CAGR of 13.71%(It varies over time).

➤Minimum amount for this plan is ₹3,491(it varies).

This SmallCase was created by Windmill Capital, if you want to check the stocks & weight then you have to visit the app or its website.

2) Dividend Aristocrats: This plan is specially made with those companies which constantly increase dividends. According to its app, this SmallCase consists of companies that have increased their dividends payout consecutively for the last 10 years.

According to SmallCase managers of this plan, it is a Medium Volatility plan with a 6Y CAGR of 24.15%(It varies over time).

➤Minimum amount for this plan is ₹40,000(it varies).

This SmallCase was created by Windmill Capital, if you want to check the stocks & weight then you have to visit the app or its website.

3)  Equity & Gold: This plan is specially made with India's market leaders and gold. This SmallCase invests in Equity & Gold, fixing their weights to 70% & 30%. This SmallCase invests in large-cap companies using Nippon India ETF Nifty Bees & for gold, it uses Nippon India ETF Gold Bees. 

According to SmallCase managers of this plan, it is the Lowest Volatility plan with a 3Y CAGR of 20.76%(It varies over time).

➤Minimum amount for this plan is ₹280 only.

This SmallCase was created by Windmill Capital, if you want to check the stocks & weight then you have to visit the app or its website.

There are more SmallCases available on the app but I discussed only a few of them which are the most popular ones.

⦿ Advantages of SmallCase:

1) The best part of SmallCase is you don't have to buy single stocks one by one, you can just buy a portfolio of stocks with just one click. As I told you earlier that it directly connects with your Demat account and for that, you can just buy stocks via SmallCase and it directly buys and shows in your portfolio.

2) If you buy a SmallCase subscription then you can avail all the benefits and specially made plans for yourself and with a diversified portfolio accordingly to your demand. Here many SmallCase creating houses are available where you can find various types of SmallCases.

3)  One of the best things that are available here is you can make your own SmallCase with full of your freedom. If you are an expert in the Stock market and you know how to invest in the market then you can make your own portfolio and buy your stocks in just one glance.

4) Here you can invest as SIP(Systematic Investment Plan), here the amount of your plan will be debited from your account then the amount will be distributed as per the weightage of stocks & ETFs.

 There are many things available about SmallCase but those things you will understand when you will invest via SmallCase.

           ➤ Now if you have any problem while investing via SmallCase and if you have any other queries about SmallCase then you can simply chat with them and solve your problem.

⦿ Why should we use SmallCase:

➤ There are many positive sides available to this app. If anyone is new to the stock market and doesn't know how to invest correctly, and other detailed information about the stock market then he/she can get more info in the help section.

Anyone can start investing with this app if he/she just has a Demat account. Here all types of guidance are available, also different types of plans are available according to the risk appetite.

The main feature of the app is we can build our own SmallCase & buy multiple stocks and ETFs in just one click.

⦿ Note: SmallCases are also not tax-free, it is taxable same as stocks and ETFs. If you want to know more about how stocks are taxed then visit here 🠊 StocksVsMutualFund

If you have any other queries about SmallCase then let me know in the comment section.

➤➤That is it for today guys. We will see you in the next blog, and I will try to post as fast as I can. Till then bye-bye & happy investing😃😃.

Editor:  Sk Elaf Ahmed.