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WHAT IS SMALLCASE AND HOW DOES IT WORK?

Teji Mandi Flagship

Small and Midcap portfolio that are likely to show strong growth

CAGR Min. Investment View Details

What Is Smallcase and How Does It Work?

Smallcases infuse a portfolio-driven approach to investing; individual stock units will be credited to your demat account once you make a purchase. This is not the case with respect to a mutual fund, where you gain access to the aggregated fund alone and not the underlying companies.

What this also means is that when you invest in a Smallcase, you become a part-owner in every stock that is in the portfolio of your chosen Smallcase, and you are eligible for dividend and other rights assured to shareholders.

The cost of investing in Smallcases may be comparable to investing in mutual funds, and different Smallcases have different expense ratios as per the RIA (Registered Investment Advisor) handling the portfolio. However, no exit load applied on Smallcase redemptions. Every charge applicable to stock trading is applicable to Smallcases too.

Smallcases are like liquid stock, with no concept of lock-in periods. They are a way of investing that offers more flexibility and choice, while still being liquid. The lack of lock-in periods means Smallcase investors can get out at any time without losing their entire investment in case it doesn’t work out as planned. Another primary advantage of Smallcases is that you get the services of a qualified RIA for the price of a mutual fund investment.

Moreover, Smallcases facilitate the easy purchase of thematic investments; you can buy a theme or idea as a bundle, like investing in global tech leaders or companies benefiting from rising rural consumption, instead of buying each company’s share one piece at a time.

Smallcases are the perfect solution for those who want to diversify their investments without taking on too much risk. They provide low minimum investment amounts and well-rounded theme-based asset classes as affordable investment options that don’t break your bank account!

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

How does Smallcase work?

Getting started in investing through Smallcases mirrors that of investing in the stock market in general. This means that if you have a demat account, you’re good to go (Or you may open one through an RIA on SmallCase too). All-in-all, this process is very similar to investing in direct stocks – so a few correlations can be drawn. These are as follows:

  • To use Smallcases, you need to pay a one-time signup fee of Rs 100+GST

  • You can make a one-time, lumpsum investment in Smallcases or make periodic monthly SIPs as you go.

  • Trading and transaction fees, stamp duty as well as brokerage levies applicable are identical to those of typical stock investments.

  • Smallcases are subject to the same clearing and settlement rules of direct stocks; if you buy a Smallcase today, money will be debited immediately and stocks will be credited after the standard T+2 interval (Trading day + 2 days).

  • Smallcases can be bought and sold like stocks during market hours; there is no lock-in period or exit load.

  • You can directly sign-in to Smallcase through your existing online broking account, they should have a tie-up with SmallCase.

Needless to say, when it comes to investments one size just doesn’t fit all. We must evaluate our reasons to buy assets, the returns we hope to generate, and the amount of time we are mentally prepared to wait it out for. This is also why Smallcases can be a neat addition to your existing portfolio. They give you access to verified, professional portfolio management services at a fraction of the cost of the legacy service.

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.
  • 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.
  • 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.
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    By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Service and Privacy Policy. Teji Mandi relies on information from various sources believed to be reliable, but cannot guarantee the accuracy and completeness of that information. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Teji Mandi does not provide tax advice and investors are encouraged to consult with their personal tax advisors.

    TM Investment Technologies Private Limited Type of Registration: Non-Individual Registration Number: INA000015303, Validity: 5 years (21 Oct 2025) Address: Motilal Oswal Tower, Rahimtullah Sayani Road, Opp. Parel ST Depot, Prabhadevi, Mumbai – 400 025; Contact details of Principal Officer Name: Raj Vyas Email: [email protected]Contact details of Compliance Officer Name: Pooja Chavan Email: [email protected]SEBI regional/local address SEBI Bhavan BKC, Plot No.C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (East), Mumbai – 400051, Maharashtra, E-mail: [email protected]

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