Invest in smallcase with sebi registered professionals- Teji Mandi

Page 1

Invest in smallcase with sebi registered professionals- Teji Mandi

What is Smallcase?

Smallcases incorporate a portfolio-driven approach to investing. After you make a purchase, individual stock units are deposited to your Demat account. Contrary to a mutual fund, you only have access to the aggregated fund, not the underlying companies.

This also implies that when you invest in a smallcase, you automatically own a portion of each stock in the chosen smallcase and are entitled to dividends and other shareholder rights.

According to the RIA (Registered Investment Advisor) managing the portfolio, different smallcases have varied fee rates, and investing in them may cost about the same as investing in mutual funds. Exit loads aren’t imposed on smallcase

redemptions, though. The same fees that apply to stock trading also apply to smallcases.

Smallcases have no concept of lock-in periods, making them similar to liquid stock. They are a type of investing that provides more flexibility and variety while remaining liquid. Investors can withdraw at any moment without losing their entire investment if things don’t turn out as expected because there are no lock-in periods. Getting the services of a qualified RIA for the fees of a mutual fund investment is another significant benefit of smallcases

Smallcases make it simple to purchase thematic investments; rather than buying each company’s share individually, you may invest in a topic or idea as a package, such as investing in IT, pharmacy or businesses gaining from expanding rural consumerism.

For those who wish to diversify their finances without taking on too much risk, smallcases are the ideal choice. They offer reasonable investment solutions that won’t burn a hole in your pocket, with minimum investment amounts and broad theme-based asset classes!

Why Invest with Teji Mandi

 Invest in Expert Managed Portfolios

 Regular Review of the Portfolio

 Regular Portfolio Rebalance Update

 Affordable Advisory Fees Start From 99/- Month

How to Invest with Teji Mandi

 Invest in tailor-made portfolio

Teji Mandi experts will create a portfolio just for you based on your risk level

 Execute regular rebalance

Get rebalance update on teji mandi app and approve and execute the actions

 Invest regularly with SIP or LumpSum

Keep investing and watch your wealth grow. Its that easy. Read More about smallcase

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.