Achieve your investment goals with

Tailor-made Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by TurtleQuants Research Desk.

Managed By

Srikanth N

SEBI Registered

INH200008547

Investment Strategy

Momentum

Quantitative +1

Srikanth has turned himself into a full time investor, who has spent more than 15 years into equity market research, analysis and investing. He founded TurtleQuants which offers non-discretionary investment models to retail investors. He is an Engineer with a MBA and had spent more than a decade in the consulting world playing different roles at leadership level.

Read More

Get started in

3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective

02

Subscribe

Subscribe to the portfolio & get access to the constituent stocks & weights.

03

Invest

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

Confused about where to start?

bg

Easily track & manage your portfolio

Instant portfolio notifications

1-click portfolio execution

SIP to grow your investment

Seamless performance tracking

What are the products offered?

TurtleQuants offers multiple model portfolio built based on Momentum, Quantitative analytics and relative strength., Refer to our product portfolio page to learn more on our methodology

What is their investment philosophy?

TurtleQuants is an investing framework based on quantitative methods created with a vision to achieve returns that are unique to this industry. All model portfolios listed align with TQ framework of being, > Consistent , > Sustainable , > Risks effectively managed.

What is a smallcase ?

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.

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 managers 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.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.

Write us

Find us at the office

Blotner- Kwas street no. 55, 39246 Canberra, Australia

Give us a ring

Dymon Rothfuss
+78 715 483 676
Mon - Fri, 10:00-22:00

Write us