Caprize Smallcase – Caprize Investment Managers | About Us

Busy Life, Smart Investing: Caprize Via smallcase To the Rescue!

Finding the right stocks and keeping up with them can be a full-time job. At Caprize, we get it. That’s why we’re here to simplify the process for you with our smallcase solutions. Let us handle the research and monitoring, so you can focus on what matters.

Why Caprize smallcase

Caprize smallcase is for those who believe that wisely invested money can transform their life.We are firm believers that strategically invested money can enhance your quality of life and help you achieve your dreams. With our distinctive ideas, perspective, expertise, and framework, we’re dedicated to empowering others through smart investing.

Caprize Earnings Momentum Portfolio

Minimum Investment Value : ₹ 96,000
Annual Fees: ₹ 10500 + GST
Bi-annual Fees: ₹ 6000 + GST
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We identify companies based on key market or company-specific trends revealed through quarterly earnings. We believe these trends position them for significant valuation increases..

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Midcap and Smallcap - Thematic Portfolio

Minimum Investment Value: 150000
Annual fees: 7800 + GST
Bi-Annual fees: 4200 + GST
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We focus on identifying and investing in companies poised for significant growth. It targets sectors with strong potential and evaluates companies based on management quality, infrastructure, execution capabilities, and reasonable valuations..

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Caprize Inflection Point Masters Portfolio

Coming Soon

Discover Solar Energy Insights

Download our comprehensive report and gain valuable insights
that can power your decisions. Our framework provides a unique
perspective, helping you understand the future of solar energy.

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FAQs

What is a smallcase ?

A smallcase is a curated collection of stocks/ETFs* designed to achieve a specific objective (such as ideas, themes, or strategies), supported by the research of the smallcase manager. You can invest in a smallcase with just 2 clicks.

How can I track my smallcases?

When you purchase a smallcase, the index value is set to 100 on the day of purchase, allowing you to track total returns without monitoring each individual stock. Additionally, performance metrics are available to provide a more detailed understanding of your smallcase.

Who can subscribe to these smallcases?

The smallcase manager determines who can invest in the smallcases they create and can offer two types of smallcases:
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Exclusive smallcases: These require a subscription to the smallcase manager’s advisory service to invest. You can subscribe to an exclusive smallcase directly from its profile through the subscription form.
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Public smallcases: These are open to anyone with an account with our partner brokers. You can invest in a public smallcase by clicking “Buy smallcase” in its profile and logging in with your broker credentials..

Are there lock-in periods?

There are no lock-in periods, allowing you to sell your smallcases at any time.

Contact Us

Get in touch with us to learn more and discover how we can assist you further.

Start Investing Today!

It is never too early to get started on your investment plans. Tell us more about your goals,
and we will get you started on a plan to achieve them.

Caprize smallcase

SEBI Registered Research Analyst
Reg No: INH000015446
(Validity: 14/03/2024 – Perpetual)

Compliance Officer – Sushrut Gokhale
022 6239 2018, 9226656066

Office No. 1104
Lodha Supremus
Dr. Elijah Moses Road
Worli Naka
Worli – 400018

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Disclaimer: The information provided by Caprize through its website is for informational and
educational purposes only and is not a solicitation to buy any of our products