FinEdge360
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Achieve your investment goals with

Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by FinEdge360 Research Desk

No. of complaints as per SEBI guidelines

At the beginning of the month

0

Received during the month

0

Resolved during the month

0

Pending at the end of the month

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Reasons for pendency

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Managed By

Monica Malkani

SEBI Registered

INA200009120

Experience

19+years

Investment Strategy

Value

Monica Malkani has 19+ years of work experience in the corporate world with considerable exposure in the finance, banking and insurance industries. She received her Registered Investment Advisor (RIA) license from SEBI in November 2017 and has been assisting individuals and families in their financial planning and wealth creation journey since then. She is also a Certified Financial Planner (CFPCM) and have been running a company, FinEdge Education (now FinEdge360), since 2014 where she teaches subjects related to personal finance, wealth management and stock markets in educational institutions and conducts financial planning-related workshops for corporates and other forums. She has provided training to over 1700 individuals, including over 140 corporate employees so far. She started her career in 1995 in Mumbai with Skindia Finance, a leading brokerage house specializing in Global Depositary Receipts and thereafter moved to Deutsche Bank in 2001, serving as the Relationship Manager for their Indian and overseas corporate clients. She has also secured a Masters in Commerce from the University of Pune and an MBA in Finance from the Institute of Management Education, Pune.

Get started in

3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective.

02

Subscribe

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

03

Invest

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

Confused about where to start?

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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?
Focus on fundamental stock analysis and research on what matters for busy value investors.
What is their investment philosophy?
1)Combination of Quality, Value & Growth, 2)Great companies that will be around for the long-term., 3)Companies with a track record of continued growth
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 FinEdge360. 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?
FinEdge360 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 FinEdge360’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