Wealth Culture

We offer 2 smallcases:, Small & Mid Cap Underdogs: This smallcase invests in fast growing high potential small cap & mid cap stocks that have long term potential but maybe risky in the short term. Generally the stocks in this portfolio will have market capitalization less than INR 20,000 crores. This smallcase may see significant drawdowns in the short term, but expected to generate significant wealth over the long term. Investors who seek higher returns over the long term and can bear drawdowns in the short term should subscribe to this portfolio. , Large Cap Titans: This smallcase is created with the intention to preserve capital at all times and provide additional returns in the form of capital appreciation and dividends. This smallcase is more suited to investors who are risk averse and also like to play it safe. As part of this portfolio we shall be using strategies like Sector rotation, Value Migration, investing in Mega trends like Atmanirbhar Bharat, transition to Electric vehicles & renewable energy etc. Typically companies in this portfolio will have market capitalization exceeding INR 20,000 crores. ,

Our investment philosophy at WealthCulture is governed by two key aspects: first is preservation of capital and then follow it with capital appreciation. We seek to invest in Indian equities that run high quality businesses, operated by a high quality management, enjoying sustained long-term growth prospects at fair and reasonable prices.

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 the smallcase manager. 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.

The smallcase manager 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 the smallcase manager'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.,

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.

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.