Achieve your investment goals with

Tailor-made Model Stock Portfolios

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

Managed By

Anish Kumar

SEBI Registered

INH000010788

Experience

3+ Years

Investment Strategy

Momentum

Technical +1

Anish Kumar, is the Founder of PortfolioBuddy and the Research Analyst there.

He has over 15 years of experience in investing and the Capital Markets.

A Masters in Computer Applications from University of Mumbai in 2006, his passion is always around Data and Analytics.

He has also worked with leading MNCs in Management roles both in India and overseas.

The methodology employed is to create model and back test it over large period of time to derive behavioral patterns and then use the patterns for stock selection

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Our Mission

Investor Charter

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PortfolioBuddy Blog

Our Mission

Investor Charter

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3 simple steps

Choose

Choose a suitable portfolio that matches your investment objective

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

Invest

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

Easily track & manage your portfolio

Instant portfolio notifications

1-click portfolio execution

SIP to grow your investment

Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?

Momentum Portfolios:-, A Equal weighted momentum based techno portfolio. The portfolio model and picks has been back tested for 17+ years to eliminate uncertainties and event based movements., The portfolio holds up to 25 stocks, Selected on the basis of a set of technical rules involving growth , price , volume and peer - performance. The portfolio is reviewed weekly to identify any signs of slowdown or weakness in the constituents and if so identify candidates for exit. Also the Portfolio would go into cash if the market conditions are not supportive and is not providing with opportunities.

What is their investment philosophy?

We at PortfolioBuddy believes that wealth can be only be generated as a result of process driven and quantified analysis of opportunities and associated risks . PortfolioBuddy Research provides us with outcome of years of ongoing research to help us understand new opportunities in the Equity Markets using mix of technical and momentum analysis.

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.