Achieve your investment goals with

Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Invesys Research Desk

No. of complaints as per SEBI guidelines

At the beginning of the month

Received during the month

Resolved during the month

Pending at the end of the month

Reasons for pendency

Managed by

Zafar Shaikh

SEBI Registered

INA000009904

Experience

14+ years

Investment Strategy

Momentum

Zafar is the Founder of Invesys Capital. He is a professional Trader & Investor since 2006. He is a practitioner of Technical as well as Fundamental analysis in financial markets. After over a decade in the market, he realized the importance of clear and objective rule based investment strategy for various decision points of investment process like stock selection, entry , exit , position size & risk management. Combining best values of technical & fundamental analysis, he developed a Systematic TechnoFunda Quant Strategy for investment. Strategy is based on core structure of the price trends in the market and universal in nature. He is also mechanical engineer from Pune University (2000)

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3 simple steps

Choose

Choose a suitable portfolio that matches your investment objective.

Subscribe to the portfolio & get access to the constituent stocks & weights.

Invest

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

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Easily track & manage your portfolio

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1-click portfolio execution

SIP to grow your investment

Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?

Invesys Capital offers Momentum Investment Portfolio based on Techno Fundamental strategies. We follow a three step strategy of identifying universe of stocks based on liquidity & Market Cap, running Momentum Scans followed by fundamental health check. Portfolio size is restricted to minimum 10 & maximum 30, with cash call based on market situation. Rebalances are done whenever entry or exit is triggered.

What is their investment philosophy?

Invesys Capital believes money invested should be working & growing for the investor as fast as market opportunities permit. Maximizing CAGR is our objective while maintaining sanity in risk. Stock trends are supreme. We believe in aligning investments with stock trends in fundamentally good companies to take benefit of both momentum & quality.

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 Invesys. 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?

Invesys 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 Invesys’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.