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

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.

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?

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 curated basket of stocks/ETFs* 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.

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.