SmartBox Advisors

Smart Beta box: , HighWaIIST: We give our patrons exposure to on the run stocks that have garnered more positive alphas above their anticipation. , LowWaIIST: We design an investment strategy involving low risks and enhanced returns, all while building a stock portfolio against a high market maneuver. , All WeatherST: We re-balance the portfolio between Gold, Nifty and Bond Funds, enabling the portfolio to generate stable returns during economic downturns and recessions, furthermore reducing the risk factor reassuring a safe asylum. , Idea Box:, Index Flow Strategy : Under this manage your portfolio by actively managing the units of an Index ETF to reflect the market momentum by taking advantage on market dips and strategically realize profits as market rises. , Stock Flow Strategy : Under this manage your portfolio by actively managing the units of an stock to reflect the market momentum by taking advantage on market dips and strategically realize profits as market rises. ,

We pioneer ourself in creating optimum portfolios by carefully controlling the risk through asset allocation and varying investment strategies. It works best when strategies have activity to capture price movements, whether this comes from active management or from rebalancing. Account dormancy is antagonistic to correct diversification implementation

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.

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.,

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.

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.