Direct Investing

Explore Our SMALLCASES

Access our institutional-grade strategies directly through Smallcase — invest with a single click from your own brokerage account while maintaining full control of your assets.

How It Works

1

Connect Broker

Log in with your existing Zerodha, Upstox, Groww, or other supported Demat account.

2

Choose Strategy

Select the strategy that aligns with your risk profile and financial goals.

3

Auto-Invest

Invest instantly. We manage the research and rebalancing; you approve with one click.

Balanced Coming Soon

All-Weather Strategy

A highly diversified alternative to traditional Fixed Deposits. Allocates across government safety, corporate growth, and real assets to thrive in every market cycle.

Target Return

9.0% - 10.5%

Risk

Low

55% G-Secs, 30% Equity, 15% Gold/Silver
Tax efficient vs FDs
Capital protection focused
Moderate Coming Soon

Trend Following (Conservative)

A quantitative, momentum-based approach that rides strong market trends in stable Large Cap stocks and shifts to safety during prolonged downturns.

Target Return

11.0% - 14.0%

Risk

Moderate

Nifty 100 Universe
Dynamic cash allocation
HWM Performance Fee
Aggressive Coming Soon

Trend Following (Aggressive)

A quantitative, momentum-based approach that rides strong market trends in Mid & Small Cap stocks and shifts to safety during prolonged downturns.

Target Return

15.0% - 18.0%

Risk

High

Mid/Small/Micro Universe
Dynamic cash allocation
HWM Performance Fee