SmallCase A great gift for your spouse- children this year

1. SmallCase: A great gift for your spouse/children this year What is a Smallcase? Smallcases are, in essence, a basket of carefully chosen stocks and securities that follow a singular theme or idea. A novel investment product carefully engineered by a company of the same name, a Smallcase, mimics a custom Portfolio Management System (PMS) built at scale. simultaneously serve the needs of a similar profile of investors- hence keeping the entry barriers relatively low. By design, a Smallcase follows the traditional PMS model that was set up for financial institutions catering to wealthy investors. It enables investors with smaller ticket sizes to purchase securities in small denominations, thereby allowing an entire portfolio of stocks to be purchased in a single transaction. Choosing from a premade Smallcase or building your own is entirely up to you. However, if you are looking to give the gift of financial prudence to your loved ones this holiday, a Smallcase is definitely an investment worth considering. Let’s read through the rationale behind what makes this asset structure attractive to investors: It provides curated portfolios A Smallcase consists of anywhere between 5-10 stocks that follow a thematic or concept-driven strategy. With their own set of advantages, disadvantages,

2. and risks, these stocks are curated to form a balanced investment portfolio. Moreover, they enable investors to double down on a niche within a larger industry; for example, renewable energy within the larger energy domain or B2B SaaS companies within the larger tech domain would constitute a specialized thematic smallcase. Read more about SmallCase: A great gift for your spouse