Ace Equity Investor
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Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by Ace Equity Investor Research Desk

Managed by

Raghvendra Singh

SEBI Registered

INH100005899

Experience

10+years

Investment Strategy

Asset Allocation

Fundamental

We are a new age financial firm which renders services under the brand name, Ace Equity Investor. Raghvendra (founder) has done MBA (Finance) and possesses more than a decade of experience - spanning India & Abroad.

The smallcase is specially curated to beat not just mutual funds but even PMS returns. We are aiming for alpha creation and not satisfied with nominal returns.

Smallcase will deploy a unique methodology which focuses on accounting forensic, management hunger, business velocity along with usual metrics like business moat, earning sustainability, debt analysis & industry structure.

Real returns are made when fundamental analysis meets on-the-ground investigation and balance sheet is validated by accounting forensics. If these things are done properly, the so-called multi bagger returns can be made. This is exactly what we want to achieve in the smallcase.

One stop solution for those who want to achieve superior alpha returns along with the proven safety of asset allocation strategy.

 

Get started in

3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective.

02

Subscribe

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

03

Invest

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

Confused about where to start?

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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?
Smallcase takes care of everything you need to grow your investment. In-built asset allocation, automatic switch between aggressive / defensive strategy, diversification & active risk management.
What is their investment philosophy?
A unique philosophy which focuses on accounting forensic, management hunger, business velocity along with usual metrics like business moat, earning sustainability, debt analysis & industry structure. Real returns are made when fundamental analysis meets on-the-ground investigation and balance sheet is validated by accounting forensics.,
What is a smallcase?
A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Ace Equity Investor. 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?
Ace Equity Investor 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 Ace Equity Investor'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.
More questions? Check out help section