PrimeInvestor smallcase portfolios

Well researched portfolios from PrimeInvestor. Seamless execution from smallcase.

Why PrimeInvestor smallcases?

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Expert team

From a team with established market track record of over 20+years

For all investors

Smallcases available for both risk takers and those who prefer moderate risk

Stay on top

Easy execution, seamless tracking and 1-click rebalancing

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Low cost

Highly affordable flat fee, democratizing research

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Discount

Big discount on smallcases for PrimeInvestor subscribers

Two portfolio choices

PrimeInvestor Core & Satellite ETF smallcase by Prime Investor

More details on the Core and Satellite portfolio.

PrimeInvestor Financial Disruptors smallcase by PrimeInvestor

More details  on the Financial disruptors portfolio.

Frequently Asked Questions

Smallcase is a platform that offers readymade portfolios of stocks and/or ETFs (called smallcases), that you can invest in at one go. Smallcases are built and maintained by professionals – such as us! – with trades being executed through your broker, enabled by the smallcase platform.

Prime Stocks is our list of stock recommendations. These recommendations are not designed to be a portfolio. You can pick and choose from Prime Stocks to create your own portfolio, based on stocks you may already own, your risk level, and what convinces you the most. We have classified Prime Stocks into categories to make it easier for you to understand the nature of the stock to decide which ones to invest in. We give individual calls on these stocks, and will send you alerts if we change the call from a Buy to a Hold or Sell, and you may check the same on the platform. 

PrimeInvestor smallcase is a readymade stock portfolio, with each stock assigned a specific weight. You need to invest in this portfolio as a whole. We will be reviewing and rebalancing each portfolio periodically, and you will be able to receive alerts and make these changes through the smallcase platform. 

You can go to the PrimeInvestor smallcase of your choice, on the smallcase platform. Once you subscribe to the PrimeInvestor smallcase by paying the requisite fee, you will be able to view the portfolio. The smallcase platform will execute the investments for you, through your broker.

On the research side, you will be paying PrimeInvestor a quarterly or annual fee as mentioned on the smallcase portfolio page. On your brokerage platform, you will incur brokerage cost, securities transaction tax (STT) and demat charges, similar to buying and selling of any stock. Please go to the respective portfolio’s page on the smallcase platform to know the subscription fee. But as a PrimeInvestor subscriber, you do get a discount on the fee. 

Investing through SIP or lumpsum is your choice. The smallcase platform supports both. However, the nature of the portfolio can also make a difference. The PrimeInvestor Core & Satellite ETF, for example, lends itself very well to an SIP. The PrimeInvestor Financial Disruptors, on the other hand, may work better on lumpsum investments at different levels.

We review and rebalance each PrimeInvestor smallcase portfolio on a quarterly basis. Changes we make will involve changes in stock/ETF weights, exit of a stock/ETF, or introduction of a stock/ETF. Please refer to the detailed explanations of each portfolio to know more about the nature of rebalancing. To execute a rebalancing, you will receive alerts that a rebalancing is due. You can then go to the smallcase platform, which will effect the necessary changes once you give your consent to rebalance through a single click. Please refer to the FAQ section on the smallcase platform for a detailed explanation.

The taxation is the same as tax on individual stocks. Stocks/ equity ETFs sold within a year will be taxed at 15% on capital gains and those held for more than a year at 10% (after the first Rs 1 lakh in long-term capital gains from all equity investments). Apart from this, you will be paying tax on dividend income (treated as other income) received on stocks in this portfolio, at your tax slab. TDS shall also be deducted on such dividend income at applicable rates unless you are submitting Form 15G/15H. For gold/debt/international ETFs, capital gains will be taxed at your tax slab rate if held for less than 3 years and at 20% on capital gains after cost indexation if held for over 3 years.

Why our customers trust us

Maulik Shah
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Brilliant insights. I eagerly wait for alternate days to see new articles from you guys. Really helpful and an eye-opener for DIY investors. Keep up the good work.
Raspreet Singh
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Wow, finally it begins. And begins with a bang. Happy to note the first Prime Stock – excellent choice.
Shakir Mohammad
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Hurray !!! first one being the one from the most valued companies !! Waiting for so long on stocks .. Thank you for the recommendation !! Waiting for more to come!!
Nipun Puri
Nipun Puri
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Thanks a ton for sharing such a good analysis. Great stuff from the team to start sharing long term stock recommendations as well!
Doyal Mukherjee
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I’m 25 years old and I’m very new to stocks and mutual funds, but I liked your explanation as it’s in a very simple language...

Legal Disclaimer : PrimeInvestor Financial Research Pvt Ltd (with brand name PrimeInvestor) is an independent research entity offering research services on personal finance products to customers. We are a SEBI registered Research Analyst (Registration: INH200008653). The content and reports generated by the entity does not constitute or is not intended to constitute an offer to buy or sell, or a solicitation to an offer to buy or sell financial products, units or securities. All content and information are provided on an ‘as is’ basis by PrimeInvestor Financial Research Pvt Ltd. Information herein is believed to be reliable but PrimeInvestor Financial Research Pvt Ltd does not warrant its completeness or accuracy and expressly disclaims all warranties and conditions of any kind, whether express or implied. The services rendered by PrimeInvestor Financial Research Pvt Ltd are on a best-effort basis. PrimeInvestor Financial Research Pvt Ltd does not assure or guarantee the user any minimum or fixed returns. PrimeInvestor Financial Research Pvt Ltd or any of its officers, directors, partners, employees, agents, subsidiaries, affiliates or business associates will not liable for any losses, cost of damage incurred consequent upon relying on investment information, research opinions or advice or any other material/information whatsoever on the web site, reports, mails or notifications issued by PrimeInvestor Financial Research Pvt Ltd or any other agency appointed/authorised by PrimeInvestor Financial Research Pvt Ltd. Use of the above-said information is at the user’s own risk. The user must make his own investment decisions based on his specific investment objective and financial position and using such independent advisors as he believes necessary. All intellectual property rights emerging from this website, blog, and investment solutions are and shall remain with PrimeInvestor Financial Research Pvt Ltd. All material made available is meant for the user’s personal use and such user shall not resell, copy, or redistribute the newsletter or any part of it, or use it for any commercial purpose. PrimeInvestor Financial Research Pvt Ltd, or any of its officers, directors, employees, or subsidiaries have not received any compensation/ benefits whether monetary or in kind, from the AMC, company, government, bank or any other product manufacturer or third party, whose products are the subject of its research or investment information. The performance data quoted represents past performance and does not guarantee future results. Investing in financial products involves risk. Investments are subject to market risk. Please read all related documents carefully. As a condition to accessing the content and website of PrimeInvestor Financial Research Pvt Ltd, you agree to our Terms and Conditions of Use, available here. This service is not directed for access or use by anyone in a country, especially the USA, Canada or the European Union countries, where such use or access is unlawful or which may subject PrimeInvestor Financial Research Pvt Ltd or its affiliates to any registration or licensing requirement.

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