Is it related to smallcase?
The
portfolio advisory service from 5paisa is a fee-based offering accessible
through the innovative smallcase platform. Investors can benefit from
professionally managed portfolios curated by renowned advisors and analysts,
leveraging their expertise and proven track records. This fee-based structure
ensures that the advisory services provided are comprehensive, transparent, and
tailored to meet the specific investment objectives and risk profiles of
clients. By subscribing to these fee-based smallcases, investors gain access to
strategic asset allocation strategies, meticulously researched stock
selections, and ongoing portfolio monitoring and rebalancing by industry
professionals. It underscores 5paisa's commitment to delivering exceptional
value and empowering investors with sophisticated investment solutions backed
by expertise and rigorous research.
Related Articles
How to create a smallcase?
With smallcase, you can curate a portfolio of 2-50 stocks, reflecting diverse market themes and strategies found in the Discover section. Traditionally, portfolio management involved navigating multiple platforms, which was time-consuming and ...
Can I partially exit from smallcase?
Yes, you can partially exit from the smallcase at 5Paisa. It allows you to exit your smallcase up to a specified value rather than selling all the stocks at once. This approach ensures minimal deviation in smallcase's predetermined weightage scheme. ...
Can I exit from smallcase and sell my stocks?
Yes, you can exit from smallcase and sell your stocks on 5Paisa. You can either fully exit your smallcase investment, or you can sell individual stocks. To fully exit your smallcase investment, follow the steps: Navigate to the ‘Investments’ page. ...
Can I buy and sell smallcase stocks on 5paisa trading platform?
As of now, selling a smallcase stock directly through 5Paisa will not show in your smallcase. In this case, incorrect returns will affect your smallcase holdings and P&L. To avoid this, please ensure that you manage your smallcases on the smallcases ...
What is smallcase? How are they different from Mutual Funds?
Smallcases are a new way to invest in stocks. A smallcase is an intelligently weighted basket of upto 50 stocks that reflects a theme, idea or strategy. Smallcases are centered around: A. A trending market theme like rising rural demand or B. A ...