Achieve your investment goals with

Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Vrddhi Capital Research Desk

No. of complaints as per SEBI guidelines

At the beginning of the month

Received during the month

Resolved during the month

Pending at the end of the month

Reasons for pendency

Managed by

VRDDHI Capital

SEBI Registered

INA100008832

Experience

12+ years

Investment Strategy

Quality

Rohit Balakrishnan and Rajat Setiya are co-founders of VRDDHI Capital, a SEBI Registered Investment Advisory Firm. With combined investment experience of two decades, both of them acquired their investment skills at SAIF Partners and honed them further at RARE Enterprises under the guidance of Mr. Rakesh Jhunjhunwala. Rohit's presentation on Dharamsi Morarji Chemicals, a niche leading producer of specialty chemicals, was profiled on Bloomberg Quint, while Rajat was ranked #2 analyst across 2000 + analysts globally on SumZero - a global Investment research platform for high-quality investment ideas.

Get started in

3 simple steps

Choose

Choose a suitable portfolio that matches your investment objective

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

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?

Advisory on Equity Investment

What is their investment philosophy?

Invest in companies with leadership position in their segment - Companies which, have strong growth visibility, are run by capable management teams, operate in monopoly/ duopoly/ oligopoly industry structure. We like to buy such companies at a price/valuation which offers potential to generate handsome absolute returns.

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 Vrddhi Capital. 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?

Vrddhi Capital 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 Vrddhi Capital’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.