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Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by PrimeInvestor Research Desk.
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The smallcase portfolios from PrimeInvestor are managed by its research team. This team comes with a rich wealth of experience of over 20 years in tracking equity and debt markets, investment products, and guiding and advising investors. This team comprises Vidya Bala, Bhavana Acharya and N V Chandrachoodamani.


Vidya Bala, a chartered accountant (earlier Head – Mutual Fund Research, and Chief Research Analyst, The Hindu Business Line) has analysed stock markets and the economy for 17 years. Bhavana Acharya, a management graduate (earlier Deputy Head – Mutual Fund Research and Principal Research Analyst, The Hindu Business Line) has over 13 years of experience in mutual funds, stocks and personal finance products. NV Chandrachoodamani, a management graduate has over 15 years of experience in the stock markets, having worked with several PMS outfits. 

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All your questions answered

Frequently asked questions

What are the products offered?
PrimeInvestor offers two portfolios at this time. The first is thematic – Financial Disruptors, a portfolio that comprises stocks across the various segments in financial services that challenge the entrenched universal banks. This portfolio is a growth-oriented one that aims to latch on to new trends in the financial space. The basis of our thesis is explained in detail in this blog post. The second portfolio is an all-weather Core & Satellite ETF Portfolio, that uses broad market-cap based indices for the core and thematic, factor and strategy indices as the satellite to drive returns. This portfolio offers the twin benefits of low costs with market-beating returns. The portfolio structure is explained in detail in this blog post.
What is their investment philosophy?
At PrimeInvestor, the overarching philosophy is to deliver long-term returns balanced by risk. In other words, wealth is built by first reducing the risk of loss of wealth. Investment decisions are driven by fundamental strength in a company and its medium to long-term growth trajectory, but with valuations being a check to avoid taking on excessive growth risk. The aim is to capture upsides during rallies, but not at the cost of heavy drawdowns in corrections. The research methodology at PrimeInvestor opens up investment opportunities across the marketcap curve and across sectors, with no specific biases. It blends a top-down approach to identify themes and sectors along with a bottom-up analysis.
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.
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