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EVERYTHING ABOUT SMALLCASE FEES AND CHARGES

Teji Mandi Flagship

Small and Midcap portfolio that are likely to show strong growth

CAGR Min. Investment View Details

Everything About Smallcase Fees and Charges

Smallcase is a platform that brings together investment advisors and people who wish to invest in portfolios created by experts (Investment Advisors). The facility enables an investor to analyse the different types of available smallcase portfolios and make an informed decision.

While some Smallcase is totally free, some have access fees attached for use. Access fee-based Smallcase provides a detailed view of constituents and alerts on rebalancing requirements. These access fee-based smallcase have different plans just choose and start investment. These fees are charged by the respective investment manager, and vary as per the expertise provided.

By using the filter of All Smallcase, you can view both free and paid options. When choosing a paid Smallcase, there will be an option to buy access for different time intervals with the listed price. When the subscription is chosen, details will be made available for investors to view.

Build your long term portfolio with Teji Mandi smallcases

Flagship
CAGR
Min. Investment
Subscription Fee ₹ 149/mo for 6 Months
₹ 99/mo for 12 Months
Multiplier
CAGR
Min. Investment
Subscription Fee ₹ 499/mo for 3 Months
₹ 399/mo for 6 Months

1. Smallcase charges

To start investing in Smallcases, an investor has to pay a fee of Rs 100 when starting the first Smallcase. No further fee payment is required (just regular transaction charges) to keep investing in the Smallcase. Apart from this, brokers charge a fee to link your Demat account to the Smallcase.

For example, suppose an investor wants to invest in “All Weather Investing,” a portfolio that invests in equity, gold, and debts and keeps rebalancing as needed to optimize the returns.

Zerodha Smallcase offers a screener plan, which is a paid plan, which comes with different subscription offers for monthly, quarterly, 6 monthly, and annually.

2. Account Opening charges

Smallcase does not have any charges associated with account opening or maintenance. Your broker’s charges are not associated with smallcases.

3. Brokerage

Smallcase does not charge any brokerage. The broking charged on your transaction is as per the agreement you have with your broker. Every broker has its own breakup of broking charges, and smallcase has no part of it.

4. Other charges

Charges like security transaction taxes, stamp duty, exchange fee, regulator, and GST are charged per your transactions. These charges generally have a clearly defined structure, and it tends to be the same for everyone. The breakup of the charges can be easily identified in your trade activity reports.

Teji Mandi is a means to access quality Smallcases – we have 2 portfolios on offer for now – Flagship and Multiplier – that cater to your goal-based needs. Gain access to “Affordable PMS” – Start with as low as Rs149/month and embark on your investment journey today.

Steps to invest with Teji Mandi

Step 1

Choose

Choose a suitable portfolio that matches your investment objective

Step 2

Subscribe

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

Step 3

Invest

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

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.

FAQs

  • What is Teji Mandi smallcase?
    Teji Mandi smallcase is a basket of stocks in a specified weighting scheme curated as per investors' risk profile. The portfolio reflects the Growth & Momentum objective backed by the research of Teji Mandi.
  • Who can subscribe to Teji Mandi smallcases?
    Teji Mandi smallcase is for everyone who wants to invest in the stock market for the long-term and grow their wealth systematically. Whether you are investing beginner or an experienced investor, Teji Mandi helps you build a portfolio of quality stocks and actively manages it to navigate you through the stock market ups and downs.
  • I don’t have a demat account, How do I start investing?
    That’s not a problem. Teji Mandi helps you open your Demat account through one of its partner brokers that include the top 13 brokers of India. Just select the ‘I don’t have a Demat account’ at the investment stage, and we will get it set up for you.
  • Why does Teji Mandi Smallcase charge subscription fee?
    Teji Mandi is a fee-only advisor, regardless of your investment value, you will be only charged a nominal fixed fee for subscribing to the actively-managed portfolio curated by the team of experts at Teji Mandi based on your risk profile. Teji Mandi also actively rebalances the portfolio by eliminating the losers' stocks and doubling down the winner stocks in the portfolio.
  • What are the products offered?
    Teji Mandi offers two smallcases, Flagship and Multiplier portfolios. The Flagship portfolio consists of 15-20 stocks from the Nifty 500 universe. The Multiplier portfolio is a concentrated yet well-diversified portfolio of midcap and smallcap stocks.
  • What is the investment philosophy of Teji Mandi?
    Teji Mandi follows a simple yet powerful strategy - focused stock picking & disciplined selling. It combines a portfolio of tactical bets with long-term winners to ensure optimum returns.We systematically eliminate losers and double down on the winners to ensure meaningful capital protection for clients.
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