Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by PhillipCapital Research Desk.

Managed By

PhillipCapital

SEBI Registered

INA000004518

Experience

20+ years

Investment Strategy

Fundamental

Growth +1

Our commitment to provide the highest quality advice and investment options based on cutting-edge and in-depth research has enabled us to become a top-tier equity research house in India.

Our portfolio-based approach to investing is backed by our highly experienced 20+ member research team that not only enables us to design a well balanced portfolio but also helps in our endevour to bet on the next big Winner !

PhillipCapital snippet:

45 years of successful global existence
Headquartered in Singapore with presence across 15 countries
USD 47 billion under custody/management

Our Mission

Investor Charter

Our Mission

Investor Charter

Get started in

3 simple steps

Choose

Choose a suitable portfolio that matches your investment objective

Subscribe to the portfolio to get access to the constituents and future updates.

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Confused about where to start?

Easily track & manage your portfolio

Instant portfolio notifications

1-click portfolio execution

SIP to grow your investment

Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?

Champion Portfolio - Who does not want to invest in the Champions of tomorrow !, The objective of this portfolio is to generate superior returns over long-term by investing in 10-15 cherry picked securities across market cap that fall under below themes:, Technology: Technology is evolving at a much faster pace today than ever before. We believe this change can deliver outsized returns as the way world works and industries transform., China+1: We expect with the global movement to reduce dependence on one single country in conjunction with India's strategy to boost local manufacturing will create multiple winners across value chain., Special Situations: We believe Management change, M&A activity, Mergers/Demergers, Open Offers, Buy Backs, Turnaround, etc. can create a unique investment proposition that can deliver good returns. , Manufacturing: India is on the cusp of a multi year capex cycle across multiple industries in manufacturing and infrastructure. We believe that companies will benefit from this decadal theme and India emerging as one of the world's leading exporters with a shift in global supply chains. ,

What is their investment philosophy?

We follow a stringent fundamental research driven approach with strict adherence to discipline and clear defined No Go areas. We believe in buying quality and growth oriented companies at a reasonable price., We look various financial parameters to weed out the unwanted and then based on bottom-up approach cherry pick based through research.

What is a smallcase ?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.