smallcase: Stocks, MFs, FDs

CASE Platforms: Invest with confidence

Mayelana nalolu hlelo lokusebenza

I-smallcase uhlelo lokusebenza lokutshalwa kwezimali lwesitoko kanye nesikhwama sokubambisana olukusiza ukuthi utshale imali kumaphothifoliyo emodeli ahlukahlukene ukuze kudalwe ingcebo yesikhathi eside. Lawa maphothifoliyo emodeli ayizitsha zamasheya, ama-ETF, kanye nezikhwama zokubambisana, ezakhelwe ukukhombisa itimu, umqondo, noma isu.


Hlola imibono yokutshala imali enesihloko njengezimoto zikagesi, "i-Momentum Investing", noma "i-Precious Metals Tracker" - i-smallcase inikeza amaphothifoliyo emodeli angaphezu kuka-500 ukuze ihlukanise ukutshalwa kwezimali kwakho kwezabelo noma kwezikweletu.


Onke ama-smallcase adalwe futhi aphathwe 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 sokutshala imali kanye nokusebenza kwangaphambilini
- Thola ama-portfoliyo amamodeli kuwo wonke amaphrofayili engozi kanye nemigomo efana nomhlalaphansi, ukuthenga impahla, noma uhambo lwangaphandle
- Setha ama-SIP kubhasikidi wamasheya, ama-ETF, noma i-mutual funds ngokuthepha okukodwa
- Qala uhambo lwakho lokutshala imali kubhasikidi nge-smallcase

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 zokutshala imali 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 EZIKHWAMA EZIBAMBUKILE
- Tshala imali ezikhwameni ezizimele, eziqondile ze-mutual funds
- Khetha ezinhlotsheni eziningi ze-MF – i-equity, isikweletu, i-hybrid, i-ELSS funds nokuningi
- Qhathanisa i-mutual funds ngesigaba, imbuyiselo yesikhathi esidlule, kanye nengozi

TSHALA IMALI KUMALI AYISIKHATHI ESIQINILE
- Vula ama-FD anenzalo ephezulu ngembuyiselo efika ku-8.15%
- Thola umshwalense we-DICGC ofika ku-5 lakhs
- Khetha emabhange amaningi: i-Slice SF, i-Suryoday SF, i-Shivalik SF, i-South Indian, kanye ne-Utkarsh SF Banks

LANDELA UKUTSHALA IMALI KWAKHO ENDAWENI EYODWA
- Ngenisa amasheya akho akhona kanye nokutshalwa kwezimali kwe-mutual fund kuzo zonke izinhlelo zokusebenza eziningi zokuhweba kanye nezezimali
- Landelela konke ukutshalwa kwezimali ku-inthanethi (amasheya, ama-FD, i-mutual funds kanye namaphothifoliyo emodeli) kudeshibhodi eyodwa
- Hlola amaphuzu akho okutshalwa kwezimali bese uthola izexwayiso ezihlakaniphile ngokusebenza kwephothifoliyo yakho

THOLA IMALI MBOLEKO NGOKUPHATHELENE NEZIMALI ZOKUGCINA
Manje usungathola imali mboleko ngokumelene namasheya akho kanye ne-Mutual Funds ku-smallcase.

- Thola imali mboleko ngokumelene nezibambiso ngaphandle kokuphula noma yikuphi ukutshalwa kwezimali
- 100% ku-inthanethi, ngaphansi kwamahora ama-2 ngamanani enzalo aphansi
- Khokha imali mboleko esitokweni noma ezikhwameni zokubambisana nganoma yisiphi isikhathi ngaphandle kwezindleko zokuthathwa kwempahla

THOLA IMALI MBOLEKO YOMUNTU SIQU
Thola imali mboleko yomuntu siqu enikeza izinketho zokukhokha imali eziguquguqukayo kanye namanani enzalo aphansi.

Isikhathi Sokuhlala: Izinyanga ezi-6 kuya eminyakeni emi-5
Isilinganiso Esiphezulu Samaphesenti Onyaka (i-APR): 27%

Ababolekisi Benkampani Yezezimali Engeyona Eyamabhange (i-NBFC) Ababhalisiwe:
- I-Aditya Birla Finance Ltd
- I-Bajaj 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 Kwezabelo kungaphansi kwengozi yemakethe yamasheya. Funda yonke imibhalo ehlobene ngokucophelela ngaphambi kokutshala imali. Abatshalizimali kufanele bacabangele zonke izici zengozi 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

Introducing Mutual Fund smallcases! Discover expert-curated portfolios of select mutual funds to help diversify and spread risk.
Invest smarter with ready-made portfolios designed to match your goals.