CreatingWealth
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Achieve your investment goals with

Model Stock Portfolios

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

Managed by

Rajendra Raghavendra

SEBI Registered

INH200007681

Experience

5+years

Investment Strategy

Quantitative

Quality

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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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.

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Frequently asked questions

What are the products offered?
Invest and Forget Portfolio - A portfolio of ETFs with Asset allocation in multiple assets. The portfolio is a combination of Indian Equity, Debt, Commodities & International exchange traded funds. The advantage of the portfolio is to dynamically change asset allocation based on market conditions while endeavoring to earn higher returns. By investing in ETFs, the portfolio eliminates the risk of concentration in few stocks. By allocating into Debt and Commodities, the portfolio balances any downside on equity returns. This portfolio is appropriate for Moderately conservative investor who needs better returns than Fixed Deposits or Debt Mutual funds while enjoying the safety of a Fixed Deposit. In the last 3 years the portfolio has given a cumulative returns of 38% as on July, 2020., ​Invest and Forget Equity Portfolio - An ETF Portfolio of only equities. The portfolio has a diversified equity allocation to Indian Large, mid and small caps as well as international stock ETFs. The portfolio is appropriate for moderately risk taking investor who does not want to own stocks directly but desires an above average returns on investment. By subscribing to the Small case, the investor gets updates on rebalancing of allocations or new ETFs added to the portfolio once in a quarter. The Smallcase portfolio subscription is moderately priced., Long Term Wealth Creator - Concentrated Portfolio - An 8 stock(including 1 ETF) concentrated portfolio of companies who are market leaders in their domain and have a long run way of growth and wealth creation. Suitable for young high risk investor who can park a part of savings in this smallcase and allow the magic of compounding work for her. The Portfolio picks one market dominant company from 8 sectors and makes differentiated allocation to them. The portfolio is scrutinized every quarter to make changes in allocation. Rarely would the stock selecton change., The Incredibles - Multicap Growth Leaders - A 20-25 stock portfolio of high growth large to mid cap stocks for investors who are high risk taking and young. While the Companies are leaders in their domains, they are also growth leaders growing above their peers and grabbing market share to become large cap stocks, The portfolio is constructed with growth and value in mind and for long term holding of 5 years and above. The portfolio is balanced every quarter. An investor who does not have any allocation to equities can invest to build the equity exposure in his asset allocation., The Prodigals - Small Cap Growth Leaders - A 25 stock portfolio of high growth small and micro cap cap companies with a market cap ceiling of 15000 Cr. These are upcoming leaders in their respective sectors with compelling products, above average growth of revenues & profits and ethical managements. The Prodigal portfolio is a high risk high reward set of stocks. The portfolio goes through a fair amount of churning as young companies have disproportionate share of growth pangs. As the portfolio is actively managed, any growth pang that is fatal to the company results in it being churned out and new ones enter. The investment is suitable for high risk investors who can allocate upto 25% of their equity allocation to this portfolio., ​Snow Leapords - The CreatingWealth Momentum Portfolio - CreatingWealth's Momentum Portfolio is a short to medium term investment portfolio based on technical indicators of price movements of stocks in short to medium term duration. While ascribing a time to what is short or medium term is difficult, it would be suffice to say that as and when the momentum of stocks change they can enter or exit the portfolio. The price indications can change within few days to many months. The portfolio and investment philosophy is suitable for investors who can take aggressive risk in their equity allocation. It is CreatingWealth advise to investors that they must not have more than 15-20% allocation of their total equity exposure to the momentum trading philosophy. The Portfolio is available on Smallcase platform for investment and comes with a subscription fee., ​
What is their investment philosophy?
CreatingWealth has created investment portfolios keeping in mind various levels of risk appetite of our investors. An investor can evaluate her risk appetite under Tools --> Risk Evaluator in our website, www.creatingwealth.in, ​CreatingWealth's Investment Portfolios are developed using the principles of value investing tailored to Indian conditions. At the same time, a lot of emphasis is given to non metrical criteria like Corporate governance, Management Ethics, Share holding patterns of the promoters and past behaviors of management/promoters. Some of the metrical criteria are Growth, Profitability, Moats in Business, Return on Capital Employed & Equity, Cash flows and Working capital management., The investment principle and the risk appetite behind each investment portfolio guides an investor to make the right choice.
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.
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.
More questions? Check out help section