Ambareesh Baliga
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Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by Ambareesh Baliga Research Desk.
Managed By

Ambareesh Baliga

SEBI Registered

INH000001139

Experience

35+

Investment Strategy

Thematic

Quality +1

Mr. Ambareesh Baliga, is experienced in different facets of the market for over last 35 years. Ambareesh has been acknowledged for his acumen and understanding of the stock markets.

Ambareesh, a Cost Accountant, began his financial career with Price Waterhouse, Kolkata. Since then he has worked with reputed firms like the Kotak, Karvy, Way2Wealth and Edelweiss and has headed businesses in segments such as Wealth Management, Portfolio Management, Corporate Advisory, Investment Banking, Retail Finance and Stock Broking.

He has been a regular guest on channels like CNBC, CNBC Awaaz, NDTV and Zee Business in the last 2 decades. He also regularly publishes in articles on stock markets in Business Standard and Outlook Business

He provides equity advisory to a few Ultra High Networth Individuals and Family Offices. He is also an independent strategy advisor to a few small & mid-sized corporates

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3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective

02

Subscribe

Subscribe to the portfolio to get access to the constituents and future updates.

03

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

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All your questions answered

Frequently asked questions

What are the products offered?
Products would be a bunch of stocks providing a particular thematic or sector flavour consisting mostly of 'out of favour stocks' but having a good management track record, and sectors which are expected to perform better going ahead.
What is their investment philosophy?
A contrarian approach requires one to stand away from the crowd, have high degree of confidence and lots of patience to enjoy the alpha when the crowd finally recognises the theme or the idea.
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 the smallcase manager. 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?
The smallcase manager 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 the smallcase manager'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