Here are the smallcases, I spoke about in the video: 1. Straight Flush: windmillcapital.smallcase.com/smallcase/SCMO_0007?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false 2. Value and Momentum: windmillcapital.smallcase.com/smallcase/SCMO_0010?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false 3. Brand Value: windmillcapital.smallcase.com/smallcase/SCNM_0007?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false 4. Low risk smart beta: windmillcapital.smallcase.com/smallcase/SCSB_0003?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false You can open demat account on zerodha using this link zerodha.com/open-account?c=ZM… And start investing in smallcase through this link: link.smallcase.com/q0APd9Z6ffb Here are the two small cases I personally invest in: Smallcase Weekend Investing - Mi_NNF10 - link.smallcase.com/BtqsTL4VPgb Smallcase Capitalmind Momentum - link.smallcase.com/e/U0oH9UOgocb
The reason it's expensive is because these regulatory charges will be charged to you at time of purchase rebalance and exit of small cases. Which leaves you with very small return or no returns at all. Hence I feel it's an expensive solution. Sorry to be vocal in thoughts.
Other than the one time 100+GST and subscription (which is optional) charges, all other charges are levied by the broker, even if you don’t use Smallcase.
I'm 18 years old and in my first semester of college. Thanks to you I knew about smallcase from 11th standard. And I am happy to share that I invested in my first smallcase on Diwali and also in my first stock. Though it was from the money I got from my father. I hope that I can invest much more in the future with the money that I earn on my own. It would be very helpful if you could share how one should plan ones retirement and how to build a portfolio of investments diversified in all asset classes.
Instead of investing money in stocks, invest in yourself, your learning and your experiences. If you invest well enough in yourself you will have enough capital to invest. Generating 50% of return with just 5000 is not worth much but same return on investing 50000 is worth something. Investing in yourself can make the difference of being able to save 5000 and 50000 that you can put in stock market.
@10:15 Demat charges per stock (irrespective of quantity/shares sold on one day) when you sell is Rs.13.5 + GST. However, @12:00 Sir erroneously says this charge is per stock sold, and will increase with no. of shares. It is flat Rs.13.5 + GST per scrip in actual.
@@hardikshah580 When you sell a delivery stock you have to pay the charges to the depository i.e CDSL OR NSDL This amount is charged per scrip (i.e company) not on the number of stocks For example, let's say, you sell 1 ITC share and 1 BPCL share, then you'll have to pay 13.5 + 13.5 = 27 But, if you sell 2 ITC shares, you'll have to pay only 13.5 That means, more the number of companies, more you pay. In my case angel broking charges me some amount in addition to CDSL which costs me something around ₹23.5, don't know about zerodha or upstox, I said 13.5 bcz Ankur said so in his video
really i was also thinking the same..... if there is 13.5 per stock then its so much costly but in reality it is just based on company... plzz correct me plz if i am wrong like if i sell 2 dmart stock in a day only then i have to pay 13.5 only but if i sell the 2 dmart stock on different days then i have to pay 13.5+13.5 = 27 rs
We need to consider Short Term Capital Gain Tax if rebalancing is done within year or LTCGT if rebalancing done after year. This tax is not applicable if fund manager does rebalancing in Mutual Fund or it's distributed among all investors of MF.
Hey Ankur, great video once again. Can you please make a video stimulating some years investing in a smallcase, assuming the period of rebalancing and calculating the net capital gain we would earn after all the charges (all three that you've mentioned in the above video) as well as taxes (STCG (after rebalancing) and LTCG). That would br really great and helpful. :)
I too wanted a similar kinda video Ankur. Thanks a lot for all your videos. I have finally started to think about investing after watching your videos.👍
Oops, not in a hurry, especially when you have a jam packed schedule as you have the Vipasana getaway [rather get closer to yourself] from the 17th Nov.
Thank you so much Ankur, for taking the time and effort to make this. I started my investment journey after I binge watched your videos. Safe to say you've helped make investing more accessible to the younger gen, while helping navigate through what a beginner might have thought to be too difficult and risky.
Video is great with good explanation. But just small correction, DP changes are applicable per sell order not on per share. If u sell 1 share or 1000 in single order it will charge 15.93 rs on zerodha as DP charge for holding sell........
@@mohammedshadab769 Yes you are right 'no brokerage'. But DP charges are not kind of brokerage. When you sell holding they will apply this hidden charges. Please check your statements when you sell your holdings.
@@pradyumnas7068 Yes, OTF will be charged for every separate smallcase. However, if you bought a smallcase and then invested some more money in same smallcase later, you won't be charged OTF again.
Hi Ankur, Thank you for the Details on Smallcase. Just a question, so if I have to invest in 3 smallcase themes, then do they charge (118 * 3 ) or is it only 118 irrespective of the no of smallcase we subscribe into.
Hi Ankur, I started using Small case after watching your videos. Thank you very much. Is it possible for you to create a video on Mutual Funds expense ratio charges with your magic on Spread Sheets.
Since I have already an smallcase for which I have paid subscription, Why can’t smallcase show actual returns deducting all taxes+ subscription + small case fees. This will give more realistic overview to investors on the exact/actual returns they are getting from an particular smallcase.
I want to start smallcase investment, can you please tell if we change subscription type, what happens to the previously owned stocks which were bought by previous subscription
I am seeking some investment guidance. It seems like I am never able to identify trends, options always go against me, and I can't utilize scanners efficiently. I am looking for a simple reproducible passive income strategy that supplements my income and eventually replace my wage income.
@@amirbrooks6530 It's a big concern for us all, however a name like Jeannette Michelle Monroe is exceptional. You can look her up online and subsequently contact her from there..
@@harrymehlburger3122 Just researched her accreditation online and qualifications on FINRA and SEC, she seems really solid and i have sent her a mail already hopefully she replies soon enough
I was just exploring smallcase yesterday and was ready to invest. This is such a helpful video to understand what charges you will pay. Thank you Ankur !
Hello @warikoo, If you so close to smallcase please ask them to implement this feature. If I create my own smallcase and in future I want to edit it i e remove a stock without selling my existing holding is not possible. Whats the use of creating my own smallcase if I don't have control over it to add and remove stock as many times I want Also I want to know can we maintain 2 brokers from single smallcase account
Hi Ankur, First of all, thank you for creating such amazing content. Your videos are entertaining, at the same time they teach us a lot about managing our finances carefully. I have recently started my investment journey, and came to know about Smallcase through your videos. I have a small question about the All Weather Investing smallcase - how is it's liquidity situation? I mean, if someone wanted to sell his/her holdings in this smallcase, what are his/her chances of finding a buyer readily? I have the same question for all smallcases containing ETFs.
11:18 slight correction here. DP Charges are levied at Rs. 13.5 (+ 18% GST) per day per scrip (stock) for the stocks sold from your holdings. If you sell 50 shares of X in the morning and 50 shares of X in the afternoon, the total applicable DP charges for that scrip(stock) for the day will be Rs. 13.5 + 18% GST. If you sell 50 shares of X in the morning and 50 shares of Y in the afternoon, the total applicable DP charges for the day will be Rs 13.5 + Rs 13.5 = Rs 27 + 18 % GST since multiple scrips are being sold. So, in the video it is shown that 13.5 * 50. Can anyone help me, if I am correct or wrong?
thanks bro meri to fat gayi thi wo calculation dekh ke, i was like calculating because my smallcase manager is selling the stock like hell even 133 at one go... thanks btw
Hello Ankur sir , CDSL charges are on per script but not on per Quantity on sell of securities. You may update these information as it is convenient to you! Thanks for the video!! 😁🤗
The only thing that annoys me about Smallcase is if I've made an SIP of 5,000 monthly, the day I'll have to invest on Zerodha, it might turn into 6,000 someday even 7,500. Depends on how stock market opened up. Never is 5,000.
@@Ash-jh3gh I know. It just becomes very inconvenient in monthly budget planning of your savings when suddenly the installment increases by 3k-5k. Unlike a mutual fund where if it's 5k, it won't be anything else any month. Otherwise the smallcases are giving me good returns right now, even though the week was bearish.
@@balu6u Hi. I believe in a bit of stability + risk at the age I am. So Brand Value + Value & Momentum is what I've gone with. Unfortunately the first one is paid now I believe. But you can enter it when the sensex falls down. Till then, go with something else. All Weather is the safest as Ankur says. My reservation with the SIP stays though.
hi sumit , please tell me about subscription charge. suppose i subscribe to a smallcase at 2k/3months , i invest some 50k in it for 3 months. Then after 3 months what will happen ? i need to pay the subscription amount only if i need to invest more money in it right?
Too good captain.I started investing in small case post watching your video & Enjoying investing through it . Hatttts off to small case team and to you@NG
Ankur I’m so glad that you made this video. This is something none of us ( or probably most of us) have no idea about. Extremely detailed & explained with lots of ease. Thanks for your hard work & for spreading some valuable information ℹ️
If the user creates if own SmallCase then apart from the Transaction Charges & Brokerage Charges, are there any other charges? Since the user is the creator I believe there will no subscription Charges. Please comment Ankur Warikoo. By the way one more great video. I am literally confused of the charges for a smallcase and have been hesitant to invest. Thank you for the clarification.
Can you really read my mind or what . This is exactly what I have been thinking about - thank you. So if one starts a SIP of small case then also , all charges except subscription would apply -is that correct?
I think you may want to update this video or may be create a new one with clear examples(that you generally do to help the community as always:) ) with below changes in smallcase charges effective 21st Nov 2022. For every smallcase, a transaction fee of ₹100 (capped at 1.5% of the investment amount) will be applied when you invest a lump sum amount to your new or existing smallcase investment, effective 21st November 2022. For SIPs, a charge of ₹10 (again capped at 1.5% of the amount transacted), effective 21st November 2022. Any auto-SIP set up before this date will not incur this fee.
I don't think smallcase product is suitable for beginners. It always shows that portfolio which is currently in profit and also shows unrealistic return value. The portfolio which becomes old or started showing losses they no longer shows them. The problem is for those users who continue to invest in them. They unnecessarily pay huge charges and suffers losses. There is also no guarantee that 5-10 years down the line, the particular portfolio will still work or not. So my advice is to go for mutual fund or index funds. Smallcase still has to prove its worth. Don't waste your hard earned money. Invest wisely!!!
Sir I have completed my BE in civil engineering this year In month of July then I have decided to work on site I got a job but the payment was only 5k because I had no practical knowledge After some days I met my uncle , he asked what is your salary I said him I am getting 5k then he said that there is very slow growth in site even after 3 years your salary will be max 25-30k You should learn any coding language and go to the IT sector there you will get good salery as compared to site After than I left my job and joined a java language classes during classes I was continuosly thinking that I am doing something wrong from civil going to IT is it ok Then some of my civil friends stared to scare me that after doing IT classes you will get job but after that because u are from civil background they will fire you from job and they will not give you any promotions And if this happens then what will you do (tum na civil ke rahoge na IT ke) This thing has scared me too much I continued the classes for 15 days but due to fear I left the classes and went to my village Then I started searching on TH-cam career options for CIVIL engineer I found 22 options and I can't even cancel one of them and decide on of them I got too confused Then overthinking started and I was started feeling depressed In this I wasted 5 months now all my friends got jobs and I am having self doubt that now I can't do anything time is gone , many bad things comes to mind I don't know what to do now Please help me sir 🙏
Hi. I just hope a better future for you. U will earn big in life and do wonderful work in whichever field you go. Just have hope and do things you like🙂
Dp charges is fixed per delivery trade and it is 15.93 , it doesn't depend on no of stocks...if i buy penny stocks worth 10000 and may be it becomes many stocks then I may pay as the stocks I sold...kuchi bhiiiii, don't give information without proper information sir!
Hello Sir! Firstly thank you very much for teaching the concept of smallcases in such a detailed manner. I was sceptical about investing in smallcases but now I am certain that this is the best product for those who are novice in stock market. 🙏🙏 Sir I have just one question that if I do a monthly SIP in a smallcase then will the smallcase charge me the smallcase fee every month or only once?? Kindly if you could reply to this query of mine asap then I can start my investing journey... Thanking you once again. ❤️❤️
Hey Ankur, usually mutual funds have around 1% expense ratio. If I want to subscribe to a paid smallcase with fees 6k per year, I'll have to put in 50k per month so that the total subscription cost becomes 1% of invested amount. If I want to invest less than 50k per month, should I still go for smallcase?
While you are right, Mutual funds are highly diversified and risk averse as such generate lower return comparative to small case investing. In first year your expense ration might be say 3% on let say 20K per month investing. But 3 years down the line, it will come down to below 1%. This is due to the fact that small case subscription fee is not proportional but fixed unlike MFS Hence for long term investing, I am definitely gonna advice smallcase. Once a portfolio crosses 10L, expense ration will be about 0.6% and will decrease with time further
@@Manu-ik8nn Thank you so much for replying back. I think you put it perfectly when you said that in mutual funds the expense ratio is variable but it is fixed in smallcase. I still feel that the expense ratio won't keep going down in smallcase with time because the subscription is yearly. So in 3 years, my invested amount becomes 3x but so does my subscription cost. So in that case my expense ratio would still remain 3%. Let me know if I'm thinking on the wrong lines here. Thanks!!
Mr.Warikoo, I have recently subscribed to your channel and needless to say I am happy with all the knowledge I am getting through your videos. I have question in small case- how do you know when to exit from a particular small case.
You should have mentioned charge of Rs13.5 is " per scrip " ( or per company ) and not based on per stock (number wise ) E.g if I sell 5 stocks of wipro = Rs.13.5 will be charged but if I sell even 1 stock of 5 different companies = will be charged 13.5*5 = Rs67.5 for 5 stocks (1 stock per company )
Yes exactly , I have the same question , dp charge suppose to be per company right? If it's per stock in small case or Zerodha then it's a lot of charge
*I must say that knowing you is my greatest achievement in life, i receive my profit $10,000 successful, all thanks to Mrs Linda may God keep on blessing you.*
Another great withdrawals today!! £73,500 i appreciate what you've done for me, you're the best and i promise to spread your good work, thanks so much Mrs Linda.
Dear ankur this video is excellent. I started investing in smallcase after watching your video. This is a very easy and user-friendly interface. Thanks again for the video. All the best for your future videos. 🙌
Hi ankur sir, the way you explain is great and very easy to understand. Planning to do my first investment in smallcase but have 1 doubt what is good time to exit/close the particular smallcase
PERSONAL OPNION: The biggest drawback of smallcase has to be short term capital gain tax on each rebalance. Especially for retail investersors, who don't have audits or who file tax themselves, will have to also declare the short term trades while filing for tax, and also pay 15% on top. If smallcase can somehow avoid this, then its actually an good investment option. EX : if you have a smallcase of 20 stocks, every quarter rebalance can lead about 20 short term trades( assuming 5 stocks sold in every rebalance.) Then you have to declare them all 20 in your IT. if you invest in more smallcases, managing this becomes even more difficult.
nice info ... @warikoo : please talk on STCG tax , how they will calculated in mutual fund house .... so its better to compare us with mutual fund and smallcase
Sir, if i had bought direct company stocks from zerodha, what is the right time to sell and other than all the charges you have mentioned when we sell I want to know (Capital gains can be offset by capital losses.) can you please enlighten this line.
Here are the smallcases, I spoke about in the video:
1. Straight Flush: windmillcapital.smallcase.com/smallcase/SCMO_0007?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false
2. Value and Momentum: windmillcapital.smallcase.com/smallcase/SCMO_0010?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false
3. Brand Value: windmillcapital.smallcase.com/smallcase/SCNM_0007?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false
4. Low risk smart beta: windmillcapital.smallcase.com/smallcase/SCSB_0003?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false
You can open demat account on zerodha using this link
zerodha.com/open-account?c=ZM…
And start investing in smallcase through this link:
link.smallcase.com/q0APd9Z6ffb
Here are the two small cases I personally invest in:
Smallcase Weekend Investing - Mi_NNF10 - link.smallcase.com/BtqsTL4VPgb
Smallcase Capitalmind Momentum - link.smallcase.com/e/U0oH9UOgocb
Sir, how can a non-indian enter into Indian Stock Market?
Isshe video ke filhaal sabse zayda zaroort thi :)
Brilliant…thanks
when did you start investing in Momentum Strategy for the first time With Capital Mind Momentum???
I will recommend you to learn about charges before making video yourself. CDSL charge per scrip not per stock.
The reason it's expensive is because these regulatory charges will be charged to you at time of purchase rebalance and exit of small cases. Which leaves you with very small return or no returns at all. Hence I feel it's an expensive solution. Sorry to be vocal in thoughts.
Other than the one time 100+GST and subscription (which is optional) charges, all other charges are levied by the broker, even if you don’t use Smallcase.
I think they are not for investing a small amount. It will give a good return if the invested amount is in lakhs or crores.
Wrong
Sabse bada charges manager fees he 2k to 3k for 3 month and 6k for 1 years of buying small case
I'm 18 years old and in my first semester of college. Thanks to you I knew about smallcase from 11th standard. And I am happy to share that I invested in my first smallcase on Diwali and also in my first stock. Though it was from the money I got from my father. I hope that I can invest much more in the future with the money that I earn on my own. It would be very helpful if you could share how one should plan ones retirement and how to build a portfolio of investments diversified in all asset classes.
Buying stocks on any festival is the most dumbest thing anyone can do.. good luck
@@somusamba6118 If you can't advise young people without sarcasm, nit picking, don't do it then.
All the best for the future ahead.
Are you buying one small case againand again or you are buying a new smallcase everytime
Instead of investing money in stocks, invest in yourself, your learning and your experiences.
If you invest well enough in yourself you will have enough capital to invest.
Generating 50% of return with just 5000 is not worth much but same return on investing 50000 is worth something.
Investing in yourself can make the difference of being able to save 5000 and 50000 that you can put in stock market.
@10:15 Demat charges per stock (irrespective of quantity/shares sold on one day) when you sell is Rs.13.5 + GST.
However, @12:00 Sir erroneously says this charge is per stock sold, and will increase with no. of shares.
It is flat Rs.13.5 + GST per scrip in actual.
Could you please elaborate this!!
May be he meant SCRIP by stocks
@@hardikshah580 When you sell a delivery stock you have to pay the charges to the depository i.e CDSL OR NSDL
This amount is charged per scrip (i.e company) not on the number of stocks
For example, let's say, you sell 1 ITC share and 1 BPCL share, then you'll have to pay 13.5 + 13.5 = 27
But, if you sell 2 ITC shares, you'll have to pay only 13.5
That means, more the number of companies, more you pay.
In my case angel broking charges me some amount in addition to CDSL which costs me something around ₹23.5, don't know about zerodha or upstox, I said 13.5 bcz Ankur said so in his video
You are right. Sorry for the error
really i was also thinking the same..... if there is 13.5 per stock then its so much costly
but in reality it is just based on company...
plzz
correct me plz if i am wrong
like if i sell 2 dmart stock in a day only then i have to pay 13.5 only
but if i sell the 2 dmart stock on different days then i have to pay 13.5+13.5 = 27 rs
We need to consider Short Term Capital Gain Tax if rebalancing is done within year or LTCGT if rebalancing done after year. This tax is not applicable if fund manager does rebalancing in Mutual Fund or it's distributed among all investors of MF.
Thanks
Really, fantastic content!!! This guy is a gem! What a clear presentation of such a complicated issue! 😊😊👍👍
@WHatsApp ➕①⑨②⓪③③③②⑦①② Sure sir, I definitely will! So glad to see your response and concern. Namaste! 😊😊🙏🙏
Very much awaited video.
Hey Ankur, great video once again. Can you please make a video stimulating some years investing in a smallcase, assuming the period of rebalancing and calculating the net capital gain we would earn after all the charges (all three that you've mentioned in the above video) as well as taxes (STCG (after rebalancing) and LTCG). That would br really great and helpful. :)
Sure. Soon
I too wanted a similar kinda video Ankur. Thanks a lot for all your videos. I have finally started to think about investing after watching your videos.👍
@@warikoo yes warikoo please tell us about net return we get after short term capital taxes paid in another video.
@@warikoo is it time?
Oops, not in a hurry, especially when you have a jam packed schedule as you have the Vipasana getaway [rather get closer to yourself] from the 17th Nov.
Thank you so much Ankur, for taking the time and effort to make this. I started my investment journey after I binge watched your videos. Safe to say you've helped make investing more accessible to the younger gen, while helping navigate through what a beginner might have thought to be too difficult and risky.
Video is great with good explanation. But just small correction, DP changes are applicable per sell order not on per share. If u sell 1 share or 1000 in single order it will charge 15.93 rs on zerodha as DP charge for holding sell........
Zerodha has zero brokerage for equity delivery check zerodha calculator
@@mohammedshadab769 Yes you are right 'no brokerage'.
But DP charges are not kind of brokerage. When you sell holding they will apply this hidden charges. Please check your statements when you sell your holdings.
This conversation helpfull thnks
@@indrajeetniture1632 DP charges are selling charges by the broker. If you don't want to pay it, don't sell😂 And it's common for all Brokers
Inderjeet Ji, thanks for the clarity. 🙏
Ankur sir please make a video on WazirX.
Abhi sponser nhi mila na .
Jaise ind money ka mila tha.
Wazir x par to puri playlist he sir ki.
Crypto masterclass naam ki.
Padhh bhi bsdk
Just an update, OTF charges are now changed on Smallcase. Its ₹ 200 + 36 (GST) & for transaction below ₹ 8000, it'll be 2.5% + GST.
hi @dhruv walia, this Otf should be paid once in a lifetime or paid for every small case bought? i mean do we need to pay 236 rs for each small case?
@@pradyumnas7068 Yes, OTF will be charged for every separate smallcase. However, if you bought a smallcase and then invested some more money in same smallcase later, you won't be charged OTF again.
@Wàrłkoo FAKE ACCOUNT 😂😂
@@Villainouspanda thanks for the info
Just Wonderful 🤩.
The amount of research and hardwork you pour into your videos is mind blowing.
Thanks a lot
⬆️⬆️✍️thanks for the comment .. Contact the What'sap line above for more information , and new investment plan..
Hi Ankur, Thank you for the Details on Smallcase. Just a question, so if I have to invest in 3 smallcase themes, then do they charge (118 * 3 ) or is it only 118 irrespective of the no of smallcase we subscribe into.
118*3
Now this fees is double
Addicted to your vdoz..!!! Even I am watching ue Tedx show.. thanks 🙏 fa sharing ue knowledge.
Hi Ankur,
If you may please create a full playlist on TH-cam on how to do complete fundamental analysis of a company and how to pick correct stocks.
he clearly mentions in his videos he is not a finance expert,so no videos like selecting stocks will be made.
@@AbhishekVerma-hx7rc Sure, got it 👍
@@AbhishekVerma-hx7rc can u please suggest a youtuber who does that?
@@pradyumnas7068 Asset Yogi did that
@@dheerajsharma1036 thanks for the info.. 🙏
Hi Ankur, I started using Small case after watching your videos. Thank you very much. Is it possible for you to create a video on Mutual Funds expense ratio charges with your magic on Spread Sheets.
Since I have already an smallcase for which I have paid subscription, Why can’t smallcase show actual returns deducting all taxes+ subscription + small case fees. This will give more realistic overview to investors on the exact/actual returns they are getting from an particular smallcase.
in terms of charges what do u think is better? MF or Smallcases?
I want to start smallcase investment, can you please tell if we change subscription type, what happens to the previously owned stocks which were bought by previous subscription
@@priyaverma7976 you track and handle that portfolio yourself.
@@chetan3847 okay, thanks for response
Thanks for 1 stop explanation for charges ,amazing compilation ,Thanks .
Everything will change but nothing will change is "EXCEL EXCEL KHELTE HAI"😂
Finally going to buy my first small case all Thenks to Mr. Warikoo🍩😁
I am seeking some investment guidance. It seems like I am never able to identify trends, options always go against me, and I can't utilize scanners efficiently. I am looking for a simple reproducible passive income strategy that supplements my income and eventually replace my wage income.
Get a coach that's the most ideal way to jump into the market these days.
@@harrymehlburger3122 But how does one get a reliable coach considering the heavy presence of scam in our media space today?
@@amirbrooks6530 good question dear, how do we know good or fake coach?
@@amirbrooks6530 It's a big concern for us all, however a name like Jeannette Michelle Monroe is exceptional. You can look her up online and subsequently contact her from there..
@@harrymehlburger3122 Just researched her accreditation online and qualifications on FINRA and SEC, she seems really solid and i have sent her a mail already hopefully she replies soon enough
I was just exploring smallcase yesterday and was ready to invest. This is such a helpful video to understand what charges you will pay. Thank you Ankur !
Hello @warikoo, If you so close to smallcase please ask them to implement this feature. If I create my own smallcase and in future I want to edit it i e remove a stock without selling my existing holding is not possible.
Whats the use of creating my own smallcase if I don't have control over it to add and remove stock as many times I want
Also I want to know can we maintain 2 brokers from single smallcase account
Agree. There are many aspects that Smallcase needs to improve.
Hi Ankur,
Fantastic explanation thankyou , just invested in all weather investing small case .
Hi Ankur,
First of all, thank you for creating such amazing content. Your videos are entertaining, at the same time they teach us a lot about managing our finances carefully. I have recently started my investment journey, and came to know about Smallcase through your videos.
I have a small question about the All Weather Investing smallcase - how is it's liquidity situation? I mean, if someone wanted to sell his/her holdings in this smallcase, what are his/her chances of finding a buyer readily? I have the same question for all smallcases containing ETFs.
I love listening to you. It's a kind of ritual now. Keep educating.
You still doesn't talk about how every time rebalancing cost my return too.
Its self explanatory, in rebalancing you buy and sell stuff so when you sell stuff you have to pay those brokerage and regulatory charges
@@dumbfella895 You are forgetting the capital gain taxes.
@@makodad do you pay taxes if you keep reinvesting this money in the stocks and don't withdraw to your bank?
@@ShivamJangra Yes. Everytime you sell a stock it becomes a realised gain irrespective of the amount lands in your bank or not
Agree. Especially these momentum stocks, which need to be adjusted frequently.
Thanks Ankur. Key point missed is how long to remain with the small case and procedure to exit or transactions among smallcases
11:18 slight correction here. DP Charges are levied at Rs. 13.5 (+ 18% GST) per day per scrip (stock) for the stocks sold from your holdings.
If you sell 50 shares of X in the morning and 50 shares of X in the afternoon, the total applicable DP charges for that scrip(stock) for the day will be Rs. 13.5 + 18% GST.
If you sell 50 shares of X in the morning and 50 shares of Y in the afternoon, the total applicable DP charges for the day will be Rs 13.5 + Rs 13.5 = Rs 27 + 18 % GST since multiple scrips are being sold.
So, in the video it is shown that 13.5 * 50.
Can anyone help me, if I am correct or wrong?
I agree
very useful thank you
Yes, you are correct...
@@agarwalraghav03 because otherwise no one will ever buy stocks less than ₹100 if I have to pay 15₹ on every stock when selling it
thanks bro meri to fat gayi thi wo calculation dekh ke, i was like calculating because my smallcase manager is selling the stock like hell even 133 at one go...
thanks btw
Loving your content
Hello Ankur sir ,
CDSL charges are on per script but not on per Quantity on sell of securities.
You may update these information as it is convenient to you!
Thanks for the video!! 😁🤗
Thanks~~~~
Yes correct, charges are not per stock. approx 16Rs charge for complete transaction ( No of shares not matters)
This guy is ousm .. i don't have words for you sir ..
Great information through great guy .. ❤️❤️
After watching whole video, I got the complete idea about the cost of smallcase. I would like to say that for a small or medium investor it's costly.
Bhut Bhut Dhanybaad Bade Bhaiya.
The only thing that annoys me about Smallcase is if I've made an SIP of 5,000 monthly, the day I'll have to invest on Zerodha, it might turn into 6,000 someday even 7,500. Depends on how stock market opened up. Never is 5,000.
That's because stock prices increase or decrease and you can't buy fractional stocks in India. So minimum 1 unit of each stock
@@Ash-jh3gh I know. It just becomes very inconvenient in monthly budget planning of your savings when suddenly the installment increases by 3k-5k.
Unlike a mutual fund where if it's 5k, it won't be anything else any month.
Otherwise the smallcases are giving me good returns right now, even though the week was bearish.
@@sumitpandey9009 hi, may I know small case in which you have invested
@@balu6u Hi. I believe in a bit of stability + risk at the age I am. So Brand Value + Value & Momentum is what I've gone with. Unfortunately the first one is paid now I believe. But you can enter it when the sensex falls down. Till then, go with something else. All Weather is the safest as Ankur says.
My reservation with the SIP stays though.
hi sumit , please tell me about subscription charge. suppose i subscribe to a smallcase at 2k/3months , i invest some 50k in it for 3 months. Then after 3 months what will happen ? i need to pay the subscription amount only if i need to invest more money in it right?
Too good captain.I started investing in small case post watching your video & Enjoying investing through it . Hatttts off to small case team and to you@NG
*Despite the economic crisis,this is a Still a good time to invest in stock and Crypto*
The rich spend less and invest more
Investing in these economic crisis will be one of the best thing to do,
You're right I think stock and Crypto are the best to invest right now☺️
As stock's are good but crypto is better
I wanted to trade crypto but got confused by the fluctuation in price
Excellent piece... loved it. Commission and charges are generally missed while investing. Focus is always on returns. Thank you so much Ankur.
1.5x is my default speed😊😊good to see someone recommending speed up👍🏼👍🏼
@Wàrłkoo lol
A much needed video!
Ankur I’m so glad that you made this video. This is something none of us ( or probably most of us) have no idea about.
Extremely detailed & explained with lots of ease.
Thanks for your hard work & for spreading some valuable information ℹ️
Clarity given by Ankur & his Presentation styles are Excellent. I watch your videos frequently. Great Going Ankurji
If the user creates if own SmallCase then apart from the Transaction Charges & Brokerage Charges, are there any other charges? Since the user is the creator I believe there will no subscription Charges. Please comment Ankur Warikoo.
By the way one more great video. I am literally confused of the charges for a smallcase and have been hesitant to invest. Thank you for the clarification.
You're right.
Just loved the way you explain,
15:54 love him for portraying his originality in this final cut 😂
😂😂
Such a Brilliant video Ankur Sir 👍🏻
Hi Sir,
I think demat charges are irrespective of quantity sold, pls correct me if I'm wrong.
Yes he made a mistake in the calculation. It is just 15.93 and not multiplied by 5
It's a mistake by him
@@AnantKumarS Wt ankur mean is 5 different stocks
@@AnantKumarS amount is actually for individual scrips not quantity of shares
@@FunWithAnikaA - My intension was just to clarify my query and not to point Ankur's mistake. 😊
Great video Sir....but I felt the title was misleading...imho it should have been costs EXPLAINED and not EXPOSED😅...
How to invest in US market through small case?
There's something called "Global opportunities" I 🤔
Share Us a Link of Global Opportunity
Thank you for such a knowledgable insight on Smallcase features.
Can you really read my mind or what . This is exactly what I have been thinking about - thank you.
So if one starts a SIP of small case then also , all charges except subscription would apply -is that correct?
Correct
@@abhishekbhimani7838 thank you
Surely these videos has helped will start using smallcase going forward.. thanks for the videos.
I think you may want to update this video or may be create a new one with clear examples(that you generally do to help the community as always:) ) with below changes in smallcase charges effective 21st Nov 2022.
For every smallcase, a transaction fee of ₹100 (capped at 1.5% of the investment amount) will be applied when you invest a lump sum amount to your new or existing smallcase investment, effective 21st November 2022.
For SIPs, a charge of ₹10 (again capped at 1.5% of the amount transacted), effective 21st November 2022. Any auto-SIP set up before this date will not incur this fee.
Thanks Ankur Sir...mera to pura doubts clear ho gya...thanks a lot
Sir Please Recommend Demat Account For Beginner Investors
Groww
Beautifully explained. It's so informative.
I don't think smallcase product is suitable for beginners. It always shows that portfolio which is currently in profit and also shows unrealistic return value.
The portfolio which becomes old or started showing losses they no longer shows them. The problem is for those users who continue to invest in them. They unnecessarily pay huge charges and suffers losses.
There is also no guarantee that 5-10 years down the line, the particular portfolio will still work or not.
So my advice is to go for mutual fund or index funds.
Smallcase still has to prove its worth. Don't waste your hard earned money.
Invest wisely!!!
So true. This is only suitable for investors with large capital and only some smallcases are worth it.
Namaste, Ankur Ji!🙏
Sir I have completed my BE in civil engineering this year In month of July then I have decided to work on site I got a job but the payment was only 5k because I had no practical knowledge
After some days I met my uncle , he asked what is your salary I said him I am getting 5k then he said that there is very slow growth in site even after 3 years your salary will be max 25-30k
You should learn any coding language and go to the IT sector there you will get good salery as compared to site
After than I left my job and joined a java language classes during classes I was continuosly thinking that I am doing something wrong from civil going to IT is it ok
Then some of my civil friends stared to scare me that after doing IT classes you will get job but after that because u are from civil background they will fire you from job and they will not give you any promotions
And if this happens then what will you do (tum na civil ke rahoge na IT ke)
This thing has scared me too much I continued the classes for 15 days but due to fear I left the classes and went to my village
Then I started searching on TH-cam career options for CIVIL engineer I found 22 options and I can't even cancel one of them and decide on of them I got too confused
Then overthinking started and I was started feeling depressed
In this I wasted 5 months now all my friends got jobs and I am having self doubt that now I can't do anything time is gone , many bad things comes to mind
I don't know what to do now
Please help me sir 🙏
Iss Channel pr jo Career ki playlist hai usme search kro
Hi.
I just hope a better future for you. U will earn big in life and do wonderful work in whichever field you go.
Just have hope and do things you like🙂
Get the admission admission in NISM Mumbai for the stock market related programs of 1 year and start your career in finance
Great info Ankur. Where and how can i get more info on Smallcase ?
Dp charges is fixed per delivery trade and it is 15.93 , it doesn't depend on no of stocks...if i buy penny stocks worth 10000 and may be it becomes many stocks then I may pay as the stocks I sold...kuchi bhiiiii, don't give information without proper information sir!
Thanks for subtitles 😊👍
Hello Sir! Firstly thank you very much for teaching the concept of smallcases in such a detailed manner. I was sceptical about investing in smallcases but now I am certain that this is the best product for those who are novice in stock market. 🙏🙏
Sir I have just one question that if I do a monthly SIP in a smallcase then will the smallcase charge me the smallcase fee every month or only once?? Kindly if you could reply to this query of mine asap then I can start my investing journey...
Thanking you once again. ❤️❤️
Thank You So Much Sir.....Loads of Love ❤️❤️ and Stay Healthy 💪💪💪
@@aritradas2303 depends if its a paid subscription then yes. If its a free smallcase then, no.
Why one should invest in Small cases compared to good Mutual Funds considering different taxes and fees we have to pay additionally in smallcases
Hey Ankur, usually mutual funds have around 1% expense ratio. If I want to subscribe to a paid smallcase with fees 6k per year, I'll have to put in 50k per month so that the total subscription cost becomes 1% of invested amount. If I want to invest less than 50k per month, should I still go for smallcase?
While you are right, Mutual funds are highly diversified and risk averse as such generate lower return comparative to small case investing.
In first year your expense ration might be say 3% on let say 20K per month investing.
But 3 years down the line, it will come down to below 1%.
This is due to the fact that small case subscription fee is not proportional but fixed unlike MFS
Hence for long term investing, I am definitely gonna advice smallcase.
Once a portfolio crosses 10L, expense ration will be about 0.6% and will decrease with time further
@@Manu-ik8nn Thank you so much for replying back. I think you put it perfectly when you said that in mutual funds the expense ratio is variable but it is fixed in smallcase. I still feel that the expense ratio won't keep going down in smallcase with time because the subscription is yearly. So in 3 years, my invested amount becomes 3x but so does my subscription cost. So in that case my expense ratio would still remain 3%. Let me know if I'm thinking on the wrong lines here. Thanks!!
Mr.Warikoo, I have recently subscribed to your channel and needless to say I am happy with all the knowledge I am getting through your videos. I have question in small case- how do you know when to exit from a particular small case.
Hi Sir,
Suppose if we do SIP of 3000, does they charge 118 Rs for each SIP + other charges?
no only first time
Thanks a lot! This was a much needed video!
You should have mentioned charge of Rs13.5 is " per scrip " ( or per company ) and not based on per stock (number wise )
E.g if I sell 5 stocks of wipro = Rs.13.5 will be charged but if I sell even 1 stock of 5 different companies = will be charged 13.5*5 = Rs67.5 for 5 stocks (1 stock per company )
Yes exactly , I have the same question , dp charge suppose to be per company right? If it's per stock in small case or Zerodha then it's a lot of charge
Wonderful product and your insights 👍👍
*I must say that knowing you is my greatest achievement in life, i receive my profit $10,000 successful, all thanks to Mrs Linda may God keep on blessing you.*
*I withdraw my profit every week thanks so much.*
Another great withdrawals today!! £73,500 i appreciate what you've done for me, you're the best and i promise to spread your good work, thanks so much Mrs Linda.
Yes I'm also a living testimony of expert Mrs Linda.
Mrs Linda has changed my financial status for the best.all thanks to my aunty who introduced her to me?
Who's this professional, everyone is talking about? I always see her post on top comment on every TH-cam video I watched.
Dear ankur this video is excellent. I started investing in smallcase after watching your video. This is a very easy and user-friendly interface. Thanks again for the video. All the best for your future videos. 🙌
much needed video. i just seqrched this topic 🙏🙏🙏
Excellent elucidation. I could not find the Tata Group Smallcase you've mentioned.
Hi ankur sir, the way you explain is great and very easy to understand. Planning to do my first investment in smallcase but have 1 doubt what is good time to exit/close the particular smallcase
Editing is very good.
PERSONAL OPNION:
The biggest drawback of smallcase has to be short term capital gain tax on each rebalance. Especially for retail investersors, who don't have audits or who file tax themselves, will have to also declare the short term trades while filing for tax, and also pay 15% on top. If smallcase can somehow avoid this, then its actually an good investment option.
EX : if you have a smallcase of 20 stocks, every quarter rebalance can lead about 20 short term trades( assuming 5 stocks sold in every rebalance.) Then you have to declare them all 20 in your IT. if you invest in more smallcases, managing this becomes even more difficult.
Very useful video...thank you man❤️
wow just amazing.......very much transparent now
My superman of financial management
Nicely explained. Thank you.
Excellent explanation
Liked the way you explained about smallcase charges. Can you also please make a video related to tax implication of smallcase.
Thank you for the info on the transaction charges in Smallcase
Wonderful video!!
Very helpful video. Thank you 😁
i missed this video somehow, great inputs. can you suggest something to invest in 2022 in smallcase
Thanks for making this video. This helps immensely
Thanks for the informative video I want to know about is SIP is a good option for gold and equity small case
Great effort thanks a lot 🙂👍💐
Thank you so much for clearing all my doubghts regarding smallcase
Great video.. cleared all my doubts.. thank you Brother
Thanks~~~~
nice info ... @warikoo : please talk on STCG tax , how they will calculated in mutual fund house .... so its better to compare us with mutual fund and smallcase
Brilliant. Makes it so transparent now.
Sir, if i had bought direct company stocks from zerodha, what is the right time to sell and other than all the charges you have mentioned when we sell I want to know (Capital gains can be offset by capital losses.) can you please enlighten this line.
Very useful info...thank you.
Thank you sir♥️
Very much thanks to you brother, all your videos are very helpful for the investment