• This portfolio focusses on Small & Mid cap stocks that have good potential for capital gains on longer timeframes. Fixed fee model. You can start with INR 2L and gradually scale it up to INR 5L (ideal) or more.

• Investment Style is centered around Growth & Value Strategies,

• Stocks are picked from across various sectors of Indian Economy. As of now, stocks from Sectors such as (i)Chemicals, (ii) Pharma, (iii)Building materials, (iv) Oil & Gas, (v)Packaged Foods etc., are included in the portfolio, in addition to Gold & Liquid Funds in ETF form.

• Long-term gains potential is high for this portfolio. Accordingly, the volatility is also high for this smallcase investment product. Suitable for investors with long term investing horizon only.

• Rebalance would be taken up on a need basis only. Upto 10 Stocks / ETFs - maximum.

• A period of under-performance cannot be ruled out in initial stages.

• Some stocks are common to thematic smallcase(s)

Note: This is one of our flagship products. Suggested (not mandatory - completely discretionary in your hands) amount of investment is of the order of Rs. 2.00 Lakhs plus SIP. It can be higher or lower based on individual's investible surplus, risk appetite , risk capacity, risk profile, asset allocation framework etc. This is a research recommendation in that sense. Conditions apply.

Please read all the documents carefully before investing. Please take a look the attached video too that aims to capture the product vision for this smallcase.