Mumbai
Nowadays it is possible to choose a readymade portfolio (or ‘basket’) based on various themes or ideas for investing in the secondary market. Brokers nowadays maintain such portfolios, the minimum investment required. It is now easy to buy a complete portfolio with a single click of the mouse.
For example, a portfolio called ‘New Age Service’ run by ICICI Securities. According to the broking company, there are stocks that are called digitalization.
Small case
If you look at readymade portfolios instead of stockbroking, the first name you will hear is 'Small case'. A number of new research analysts and investment professionals have built their portfolios on this platform. Ordinary investors can start with a small amount of money.
What are the benefits of small case?
l It is possible to start with a small amount of money.
l Portfolio to your liking.
There are many types of themes to choose from.
Example of themes:
Dividend yield
Growth & Income
Small cap
Value and Momentum
Brand value
There are also multiple industry-based portfolios available - Information Technology, Pharmaceuticals, Specialty Chemicals.
Example: Adroit Financial Services
Adroit, an investment management firm, runs three portfolios on the Small case platform. As usual, you can buy with a single order, there will be rebalance per quarter and it will be possible to proceed through SIP every month.
Corporate correspondent
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