Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by FINMO Research Desk.

Managed By

Mohan Krishnarao

SEBI Registered

INA200014900

Experience

25 Years

Investment Strategy

Asset Allocation

Momentum +1

Mohan Krishnarao is an experienced Financial Economist with a demonstrated history of working in the financial services industry. Being in the financial advisory for over 7 years catering to 700+ HNI families in India & abroad, Mohan Krishnarao, has made sure "no client has lost capital in any market condition in last 7 years" be it demonetisation or pandemic. Through Smallcase, FINMO is here to cater to the clients in middle and lower income group to prosper.

The strength of the FINMO is the management team with over 2 decades of experience in dealing with diverse financial assets in different subdomains across geographies.

Watch Video

RUPEE RAKSHAK Ad

Watch Video

RUPEE RAKSHAK Ad

Get started in

3 simple steps

Choose

Choose a suitable portfolio that matches your investment objective

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

Invest

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

Confused about where to start?

Easily track & manage your portfolio

Instant portfolio notifications

1-click portfolio execution

SIP to grow your investment

Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?

Equity & ETFs.

What is their investment philosophy?

With utmost care and genuine concern, we strive to safeguard your capital. Focus of our research & technology is to achieve this by being in the right asset clauses, in right proportions at all times in the ever changing market dynamics. Return on Investment is just a reflection of growth in the respective asset classes & economy.

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.