• Home
  • About Us
  • Products
    • INVESTMENT
      • MUTUALFUNDS
      • FDs
      • NPS
      • BONDS & DEBENTURE
      • Stocks /Broking
      • Small Cases 
      • PMS
    • INSURANCE
      • LIFE INSURANCE
      • MEDICAL INSURANCE
    • LOANS
      • HOME LOANS
      • BUSINESS LOANS
  • Services
  • Resources
    • CALCULATORS
      • 1. SIP Calculator
      • 2. Lumpsum Calculator
      • 3. SWP Calculator
  • Blogs
  • Partner with us
  • Login
Consult Hub
  • Home
  • About Us
  • Products
    • INVESTMENT
      • MUTUALFUNDS
      • FDs
      • NPS
      • BONDS & DEBENTURE
      • Stocks /Broking
      • Small Cases 
      • PMS
    • INSURANCE
      • LIFE INSURANCE
      • MEDICAL INSURANCE
    • LOANS
      • HOME LOANS
      • BUSINESS LOANS
  • Services
  • Resources
    • CALCULATORS
      • 1. SIP Calculator
      • 2. Lumpsum Calculator
      • 3. SWP Calculator
  • Blogs
  • Partner with us
  • Login
  • Home
  • Products
  • Small Cases

Small Cases 

Investing in small cases is a relatively new concept that allows investors to invest in a pre-selected portfolio of stocks, ETFs, or mutual funds that align with a specific investment theme or strategy.  Small cases provide diversification in a portfolio, as they typically include a mix of stocks or funds from different sectors and industries that align with a specific theme or strategy. Small cases are accessible to investors of all levels, as they can be purchased through online platforms and brokerage accounts with low minimum investment amounts. They provide transparency and are cost-effective. mall cases can be customized to meet individual investment goals and preferences, as investors can select cases that align with their values, interests, and risk tolerance.
However, it is important to note that investing in small cases also carries risks, such as market volatility and the potential for loss of principal.  Wealthshastra can play an important role in understanding small cases of investment:
  • Understanding investment goals 
  • Constructing your Portfolio 
  • Investment Research
  • Creating an Investment Strategy suitable for you
  • Risk Management
  • Monitoring and Review
  • Follow Us On:

Disclaimer:
The information provided is just an electronic presentation of financial planning for self help by investors. This site should not be treated as a financial advisory website as we do not charge for any calculation or results produced here. The website does not guarantee any returns or financial goal success by any means.

Quick Links

  • Investor Center

  • Download Forms
  • SEBI
  • AMFI
  • Knowledge Center

  • Estate and Tax Plan
  • NFO Section
  • Investment Glossary

Quick Links

  • Help Center

  • Contact Us
  • Investment Products

  • Mutual Funds
  • NPS
  • FDs
  • Bonds & Debenture

Write To Us

Thank You!

Your query has been submitted

Get In Touch

  • 602, Nirmal Corporate center, Nirmal Lifestyle Mall complex, LBS Marg, Mulund (W), Mumbai 400080
  • Phone: +91 8454800003
  • Phone: +91 8452817789
  • ifa.ssg@gmail.com
  • ssgwsmum@gmail.com
Find Us On Map
Copyright © SSG Wealthshastra Pvt Ltd | All Right Reserved
  • Developed By Fundexpert Fintech
  • Privacy & Policy
  • |
  • Terms & Conditions