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Equitywise

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Shubham Jain

I have an experience in trading for more then 5 years and I am investor as well. I believe taking opportunities both in market and in life.

I have been providing researched recommendations from the past 2 years and also have a blog on stocktwits where you can find my recommendations and performance of the same.

I have an experience in trading for more then 5 years and I am investor as well. I believe taking opportunities both in market and in life.

I have been providing researched recommendations from the past 2 years and also have a blog on stocktwits where you can find my recommendations and performance of the same.

Latest from Equitywise's desk

Years of experience

5+ Years

SEBI Registered

INH000013554

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Choose a suitable portfolio that matches your investment objective.

Subscribe to the portfolio to get access to the constituents and future updates.

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Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

The portfolios showcased in the video are dummy portfolios provided solely for illustrative and informational purposes. It is not a recommendation, investment advice, or advertisement, and should not be relied upon for making any investment decisions

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All your questions answered

Frequently asked questions

What are the products offered?

Reserch services for both long term and short term targets, where in one we chase value for investing in the other we chase momentum. Products offered are asset allocation portfolio and thematic and systematic portfolios.

What is their investment philosophy?

We use good fundamental stocks available at reasonable valuation and have created a screener from which we track performance of the company and select those stocks.

What is a smallcase ?

A smallcase is a curated basket of stocks/ETFs* 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.

Who can subscribe to these smallcases?

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.,

How do I track my smallcases?

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.

Are there lock-in periods?

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.