About the smallcase

Very Good Quality Companies which have potential to enter into Nifty50 Index over a period of next 5-10 years were selected.


Few Important Points about Nifty Probables Portfolio:

  • Currently given a Partial Exposure to Gold & we may rebalance or exit from it at appropriate time.
  • Rebalance/Changes in portfolio will occur on last day of every quarter & I prefer to do it only if it's needed.
  • I advice to invest in this Portfolio only if you have an investment horizon of more than 4-5 years.
  • Our Minimum recommended investment size of the portfolio will be more than 3 Lakhs or an SIP investments of more than 20K per month, though it's not mandatory.
  • Maximum Net worth allowed in the portfolio is ₹12,00,000, if the maximum net worth crossed the allowed limit, kindly approach the investment advisor to proceed further. If not, subscription won't be auto renewed & will be unsubscribed.
  • Kindly make sure your risk profile is matching with volatility of this portfolio, if it's not matching it's better not to subscribe to this portfolio.
  • To avail a customized portfolio with respect to your risk profile, kindly approach the advisor.

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Understand smallcase costs and returns

Understand smallcase costs and returns