Achieve your investment goals with

Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Lotusdew 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

Abhishek Banerjee

SEBI Registered

INA200013770

Experience

10+ years

Investment Strategy

Corporate Governance

Momentum +1

Abhishek Banerjee, founder of LotusDew, has over a decade experience with asset allocation, portfolio construction and quantitative investments. Formerly, he worked as a Sr. Research Analyst at Franklin Templeton in the Systematic Strategies Group researching on asset allocation, expected return models and long-short global macro hedge fund strategies. He was also a named fund manager with a $140 bn industry pension fund MN in the Netherlands. He is a Computer Science Engineer and an MBA from Rotterdam School of Mgmt & Duke University, Fuqua School of Business. He is also a Chartered Alternative Investment Analyst and a NISM Certified IA

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Prospect of Microcap Investing

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Prospect of Microcap Investing

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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.

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?

smallcase that allows retail investors to play venture capital like upside by investing in small listed companies that we think have a high quality governance board and quality earnings potential. It is accompanied by quarterly factsheets and regular professional research updates on the individual companies in the portfolio.

What is their investment philosophy?

Reputation is hard earned and we use advanced analytics to track credible people supporting small companies by governing their board.

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 Lotusdew. 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?

Lotusdew 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 Lotusdew’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.