CreatingWealth
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Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by Creating Wealth Research Desk

Managed by

Rajendra Raghavendra

SEBI Registered

INH200007681

Experience

5+years

Investment Strategy

Quantitative

Quality +1

Rajendra Raghavendra has about 20 years experience working in Technology, Management leadership roles in Software industry in Bangalore, India. He has lead various software development teams in Cisco India, Nokia India and Infineon Technologies. He is a graduate in Electronics & Communication Engineering from Bangalore University.

He has been in the Capital Markets studying, investing and researching publicly Listed Companies, Bond Market, Mutual Fund Industry & Gold/Silver since 5 years now.

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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?

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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?
Smallcase portfolios that cover ETFs, Small, mid and large cap companies that fits into various risk profiles of investors.
What is their investment philosophy?
CreatingWealth is a bottoms up Securities research house that screens and evaluates various investible securities such as stocks, bonds, ETFs, Mutual funds and Commodities like Gold., Wealth is created over a long period of time. Any short term approach to wealth creation is fraught with huge risks. Investing without understanding the instruments, risks is even more dangerous. CreatingWealth has a constructive approach with its customers by emphasizing on managing risks of investment well and educating customers on sound investment strategy. We at CreatingWealth do not believe in quick returns by taking unnecessary and dangerous risks., Whether it is stocks or Bonds, at Creatingwealth we have a framework to screen the companies and filter out those which have short comings. Corporate governance, ethical management, good capital allocation in the business, consumer oriented business have a top billing in our framework., CreatingWealth believes in advising its customers to think like business owners and invest in stocks with a minimum 5 year holding horizon. This invariably encourages the investors to buy well researched companies and ride the growth executed by the management.
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 Creating Wealth. 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?
Creating Wealth 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 Creating Wealth’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.
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.
More questions? Check out help section