Do you want to invest in stocks yet don’t have the time to research?
I know I don’t know how to, and I’m not an expert in it either!
Thus, I rely on the Smallcase investment strategy, which picks stocks based on groups – a category, a holding company, the growth ratio, the dividend ratio, etc.
This helps me rely on the advice of experts, and picking my own portfolio without putting in the research.
However, that research of experts comes at a price, and there are three types of charges that are deducted when you make investments through smallcase.
I will walk you through all three investments, how, when and how much of those are deducted, and a uniquely wonderful way to invest in a Smallcase of all smallcases 🙂
Here are the smallcases, I spoke about in the video:
1. Straight Flush: https://windmillcapital.smallcase.com/smallcase/SCMO_0007?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false
2. Value and Momentum: https://windmillcapital.smallcase.com/smallcase/SCMO_0010?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false
3. Brand Value: https://windmillcapital.smallcase.com/smallcase/SCNM_0007?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false
4. Low risk smart beta: https://windmillcapital.smallcase.com/smallcase/SCSB_0003?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false
To understand more about Smallcase, you can check out my other videos here:
What is Smallcase: https://www.youtube.com/watch?v=E0kTi…
My Smallcase investment strategy: https://www.youtube.com/watch?v=vMLh1…
Earn Passive income through stocks: https://www.youtube.com/watch?v=PbbAG…
Pick stocks and forget about those: https://www.youtube.com/watch?v=krwSDbuHWd4
Invest in stocks with no research: https://www.youtube.com/watch?v=wXHJS4guEK4
Here are the two small cases I personally invest in:
Smallcase Weekend Investing – Mi_NNF10 – https://link.smallcase.com/BtqsTL4VPgb
Smallcase Capitalmind Momentum – https://link.smallcase.com/e/U0oH9UOgocb
You can open demat account on zerodha using this link
https://zerodha.com/open-account?c=ZMPHCY
And start investing in smallcase through this link:
https://link.smallcase.com/q0APd9Z6ffb
Click here to subscribe to my YouTube channel: http://shorturl.at/bizNX
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Ankur Warikoo is an entrepreneur, an angel investor, a mentor and an active public speaker.
For the past 4 years, Warikoo has been actively sharing content on YouTube, LinkedIn, Instagram, Facebook and Twitter amassing a following of 3 Million+ people.
He posts 3 Hindi and English videos every week on his YouTube channel, where he talks about entrepreneurship, how to grow in life, personal finance and failure.
Warikoo started his entrepreneurial journey in 2008. His most recent startup is nearbuy.com where he was the founder and CEO from 2015 until 2019.
Prior to that, Ankur started Groupon’s India business in 2011 and acted as the Country CEO from 2011-15, and Head of Groupon APAC from 2013-15.
An alumnus of the Indian School of Business, Ankur is an active Angel investor and mentor to several startups.
Ankur has been part of Fortune Magazine’s 40 under 40 List for India, LinkedIn India’s PowerProfiles List, LinkedIn India’s Spotlight List and India’s Top Executives under 40 list.
39 Comments
Here are the smallcases, I spoke about in the video:
1. Straight Flush: https://windmillcapital.smallcase.com/smallcase/SCMO_0007?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false
2. Value and Momentum: https://windmillcapital.smallcase.com/smallcase/SCMO_0010?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false
3. Brand Value: https://windmillcapital.smallcase.com/smallcase/SCNM_0007?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false
4. Low risk smart beta: https://windmillcapital.smallcase.com/smallcase/SCSB_0003?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false
You can open demat account on zerodha using this link
https://zerodha.com/open-account?c=ZM…
And start investing in smallcase through this link:
https://link.smallcase.com/q0APd9Z6ffb
Here are the two small cases I personally invest in:
Smallcase Weekend Investing – Mi_NNF10 – https://link.smallcase.com/BtqsTL4VPgb
Smallcase Capitalmind Momentum – https://link.smallcase.com/e/U0oH9UOgocb
I think the subscription is not justified in most cases if your corpus is less than 10 lacs per year. Mutual funds have an be expense ratio of 1%. If the 10000 per anum for a windmill subscription is less then 1% . Then paid smallcase is absolutely justified otherwise take the mutual fund route.
SIP karne pe kya har baar smallcase ki subscription fee pay karna hoga??
Sir what your views on tare zamin par small case ?? (87.07) 1Y CAGR
Are these charges covering the frequent rebalancing? IT LOOKS LIKE IT IS ADJUSTING ONLY 1 TYPE REBALANCING CHARGES IRRESPECTIVE OF TENURE. LIKE FOR 5 YEARS ADJUSTED PERFORMANCE SHOWING ONLY INITIAL PURCHASE COST ONLY
Can you please do a video on Et Money Genius charges
kya rebalencing ke time bhi paid karna hoga ? shayad aap iske bare me batana bhool gaye
What is zerodha's brokerage at the time of rebalancing,as sale and purchase both are happening simultaneously?
What is the meaning of traded value? Is it same as total profit or total amount of sold shares (even on loss)?
I am beginner I wanted to invest 50k in small case for one year,which small case is better to invest ?
Zerodha site says 13.50 per script traded in a day and not per quantity of script
What would be the Windmill capital subscription charges?
Time 4:30 intro end
Hi Ankur,
Fantastic explanation thankyou , just invested in all weather investing small case .
In cost adjusted return, STCG is not there. That is also a substantial amount which is not there in MF (gen nobody sells MF within a year. Means total cost adjusted return shall be .85% whatever is showing. Please correct me if I wrong.
Thank you very much sir.
I wonder what would happen for the Penny stocks or stocks <=13rs as the CDSL and NSDL charge would juice out the money 🤑
Hey Ankur , at the last you showed us all the charges which we have to bear but does that also include the charges of NSDL or CDSl ?
Plz correct me if am wrong……after seeing your video I understand or have misunderstood that when selling a stock which I have taken delivery I will be changed ₹13/ share 🤔 that means if I sell 1000 shares of a company I will be changed ₹13000 😳
great
What about extra fees if any rebalancing sir??
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How we can make own showcase
I would like to invest in smallcase 😁
Hi @warikoo,v I wanted to know if we can invest in smallcase on a monthly SIP basis. I see that in some of the small case like "The House of Tata" we have only lumpsum option whereas all weather investing has SIP option. Also wanted to know if mutual funds is better than small case for NRI investors like me because everytime I buy or sell stock through my HDFC PIS Account i need to pay 100+18GST as PIS reporting charges. Also brokerage is 0.05% for NRI investors as compared to no brokerage for domestic investors. Kindly advise. I also wanted to know which is the best NIFTY50 index fund which has high volume so that its easy to liquidate at a later point.
looking for your reply.
Cheers,
Sankalp
What happens once subscription ends and we dont want to renew it.
In smallcase SIP, will it charge that Rs 100 every time or once?
Inshort smallcases are for people who invests in lakhs every month
Hello sir, I have been watching your videos from a while now as I'm looking into starting my investment journey.
I also came across a information that, during rebalancing of stocks, as it includes buying and selling of stocks,
We will have to pay a tax of 15% which won't be there in case of mutual funds.
Please clarify sir.
Thank you
Do we have to pay short term capital gain tax every time we rebalance the stocks because they are usually rebalanced under a year period??
Hi ankur sir, the way you explain is great and very easy to understand. Planning to do my first investment in smallcase but have 1 doubt what is good time to exit/close the particular smallcase
Please make a video on SIP through smallcase
If you try to edit your Smallcase, it costs a bomb.
I am quite confused. You have to pay 118 for every smallcase u purchase? Plus is nsdl/cdsl charges per stock or per company shares??
varikoo bhai thank you
Is profit from stock market taxable in India irrespective of the amount invested or gained?
How can I start my investment in this small case?
As a fresher
I m a freelancer
Hi sir …I have invested through smallcase and received a margin deposit mail. Can you explain a bit on this also pls. It would be helpful. This is my 1st investment and I don't have much clue on it.
Exit from smallcase and money come in own bank account pr video bnao sir