KRChoksey
Have any questions?
Achieve your investment goals with

Our customized theme based portfolios

that are a basket of cherry picked companies professionally managed by the KRChoksey Advisory team

50% off on Selected smallcases

No. of complaints as per SEBI guidelines

At the beginning of the month

0

Received during the month

0

Resolved during the month

0

Pending at the end of the month

0

Reasons for pendency

-


Managed by

KRChoksey

SEBI Registered

INA000011273

Experience

40+years

Investment Strategy

Value

Thematic

For 41 years, KR Choksey is known for wealth creation for its investors through astute stock picking and is considered the pioneer of equity research in the country. With deep roots in equity research and a portfolio-based approach to investing, Mr. Deven Choksey has carried on this rich tradition by integrating new technology to enhance our offerings and thereby creating immense value for our customers across verticals.

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Get started in

3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective.

02

Subscribe

Subscribe to the portfolio & get access to the constituent stocks & weights.

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?
Small Case products being offered: Theme based investing ideas in the form of portfolios with 10- 12 stocks per portfolio.
What is their investment philosophy?
KRChoksey smallcase provides investors the opportunity to invest in a portfolio of stocks that may benefit from a particular theme that we view could benefit in the short to medium term. We look at various macro- economic factors to choose a theme and then use a bottom up approach to pick stocks based on various fundamental factors ranging from valuations, growth prospects, management quality etc .The portfolio based approach ensures exposure to different stocks in a particular theme thereby diversifying some risk. The theme based approach is inherently concentrated as it aims to benefit from a singular theme or macro- economic factor and thus building a portfolio with multiple stocks allows some risk mitigation.
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 KRChoksey. 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?
KRChokseydecides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to KRChoksey'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.
Are there lock-in periods?
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section