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CASE Platforms: Invest with confidence

Mayelana nalolu hlelo lokusebenza

I-smallcase uhlelo lokusebenza lokutshalwa kwezimali lwesitoko kanye ne-mutual fund olukusiza ukuthi utshale imali kumaphothifoliyo emodeli ahlukahlukene ukuze kudalwe ingcebo yesikhathi eside. Lawa maphothifoliyo emodeli ayizitsha zamasheya, ama-ETF, kanye ne-mutual funds, akhelwe ukukhombisa itimu, umqondo, noma isu.

Hlola imibono yokutshala imali enesihloko njenge-Electric Vehicles, i-Momentum Investing, noma i-Precious Metals Tracker - i-smallcase inikeza amaphothifoliyo emodeli angaphezu kuka-500 ukuze ihlukanise ukutshalwa kwezimali kwakho kwe-equity noma kwesikweletu.

Wonke ama-smallcase adalwe futhi aphathwa ochwepheshe bokutshalwa kwezimali ababhalisiwe be-SEBI, abanikeza izibuyekezo zokulinganisa kabusha ngesikhathi - okungukuthi, ukuthenga kanye/noma ukuthengisa izincomo - zephothifoliyo yakho.

TSHALA IMALI KUMA-SMALLCASE
- i-smallcase ikunikeza ukufinyelela kuma-portfolio amamodeli amasheya, ama-ETF kanye ne-mutual funds, akhelwe ngobungcweti ukuze ahlukaniswe
- Khetha umphathi wephothifoliyo ngokusekelwe kokuhlangenwe nakho, isitayela sokutshalwa kwezimali kanye nokusebenza kwangaphambilini
- Thola ama-portfoliyo amamodeli kuwo wonke amaphrofayili obungozi kanye nemigomo efana nomhlalaphansi, ukuthenga impahla, noma uhambo lwangaphandle
- Setha ama-SIP ebhasikidini lamasheya, ama-ETF, noma i-mutual funds ngokuthepha okukodwa

Xhuma ku-akhawunti yakho yokuhweba/ye-demat ekhona noma uvule entsha ukuze utshale imali kuma-smallcase. i-smallcase isekela abathengisi abaphezulu baseNdiya, kufaka phakathi i-Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL Securities, Angel One, Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, Nuvama, nokuningi.

i-smallcase ihlanganiswe ne-Tickertape - uhlelo lokusebenza locwaningo lwemakethe yamasheya kanye nokuhlaziywa kwamaphothifoliyo olukusiza ukuthi wenze izinqumo zokutshalwa kwezimali ezinolwazi. I-Tickertape iyinkampani engaphansi kwe-CASE Platforms Pvt ephethwe ngokuphelele. Ltd.

AMAKHASI AMANCANE ESIKHWAMA ESIFUNDA ESIBAMBUKILE
Manje usungatshala imali kuma-smallcases e-Mutual Fund - amabhasikidi aphethwe ngobungcweti e-direct mutual funds akhiwe ngamasu, izingqikithi, noma imigomo yokutshalwa kwezimali. Anikeza amaphothifoliyo okutshalwa kwezimali akhethiwe anokwehlukahlukana kanye nokusobala okufanayo nama-smallcases esitokwe kanye ne-ETF.

TSHALA IMALI KUMALI OKUHLANGANISA IMALI
- Tshala imali kuzimali ezihlangene ezingezona ikhomishini, eziqondile ze-mutual funds
- Qhathanisa izimali ezihlangene ngesigaba, imbuyiselo yesikhathi esidlule, kanye nengozi

TSHALA IMALI KUMALI OKUGCINWE NGOKUQINILE
- Vula ama-FD anenzalo ephezulu ngembuyiselo efika ku-8.5%
- Thola umshwalense we-DICGC ofika ku-5 lakhs
- Khetha emabhange amaningi: i-Slice SF, i-Suryoday SF, i-Shivalik SF, kanye ne-Utkarsh SF Banks

LANDELA FUTHI UQAPHELE INANI LAKHO ELIHLANGANISAYO NGE-WEALTH OFFICE
- Thola umbono wezezimali zakho ongu-360° - landela amasheya, ama-MF, igolide, izindlu, ama-FD, i-EPF, izimali mboleko, kanye nempilo yesikweletu - endaweni eyodwa ne-Wealth Office
- Xoxa ne-Wealth Office AI - thola ulwazi mayelana nengcebo yakho, bikezela inani lakho eliHLANGANISAYO futhi uthole amamephu emigwaqo asebenzayo emigomweni yakho yezezimali
- Ngenisa ukutshalwa kwezimali kwakho kwesitoko kanye ne-mutual fund okukhona kuzo zonke izinhlelo zokusebenza eziningi zokuhweba kanye nezezimali
- Hlola amaphuzu akho okutshalwa kwezimali bese uthola izexwayiso ezihlakaniphile ngokusebenza kwephothifoliyo yakho

THOLA IMALI MBOLEKO NGOKUPHAMBENE NOKUTHUTHUKISWA IZIMALI ZOKUGCINA
- Thola imali mboleko ngezabelo zakho kanye nezimali zokubambisana ngaphandle kokuzithengisa
- 100% ku-inthanethi, ngaphansi kwamahora ama-2 ngamanani enzalo aphansi
- Khokha imali mboleko nganoma yisiphi isikhathi ngaphandle kwezindleko zokuvalwa kwendlu

Isikhathi Sokuhlala: Izinyanga ezingama-36

Isilinganiso Esiphezulu Samaphesenti Onyaka (i-APR): 13%

Ababolekisi Benkampani Yezezimali Engeyona Eyebhange (i-NBFC) Ababhalisiwe:
- Bajaj Finance Ltd
- DSP Finance Ltd

Isibonelo:
Isilinganiso Senzalo: 16% ngonyaka
Isikhathi Sokuhlala: Izinyanga ezingu-36
Imali okufanele ifakwe: ₹1,00,000
Imali Yokucubungula: ₹2,073
I-GST: ₹373
Umshwalense Wemalimboleko: ₹1,199
Inani Lemalimboleko Eliphelele: ₹1,03,645
I-EMI: ₹3,644
Inani Lokubuyiselwa Eliphelele: ₹1,31,184

QAPHELA: Ukutshalwa kwezimali kwe-equity kungaphansi kwengozi yemakethe yamasheya. Funda yonke imibhalo ehlobene ngokucophelela ngaphambi kokutshala imali. Abatshalizimali kufanele bacabangele zonke izici zobungozi futhi baxhumane nabeluleki babo bezezimali ngaphambi kokutshala imali. Izethulo azibonisi imiphumela yesikhathi esizayo. Amaphothifoliyo emodeli acashuniwe awancomi.
Ukuze uthole okunye ukudalulwa, vakashela: https://smallcase.com/meta/disclosures

Ikheli Elibhalisiwe: CASE Platforms Private Limited
#51, Isitezi sesi-3, Le Parc Richmond,
Richmond Road, Shanthala Nagar,
Richmond Town, Bangalore - 560025

Yini entsha

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