Anugrah Shrivastava
@anugrah_shrivas
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Following
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Statuses
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Changing how India invests @smallcaseHQ @TickertapeIN @windmillcapHQ @ZerodhaAMC . Views are personal
Bengaluru, India
Joined March 2009
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We recently went live w our 14th broker partner, covering 90%+ of all demat accounts. Took us 3.5 yrs to go from 1-14. During this journey, we kept getting asked why not become a broker ourselves or why can't a broker do this by themselves (1/n)
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Super excited to introduce a new set of transparency related improvements on
@smallcaseHQ
For every smallcase, we have introduced a new section called cost calculator. Here is how this will work (1/6)
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The amazing team at
@smallcaseHQ
has just pushed the new set of transparency related features and updates.
1. Introducing XIRR for invested smallcases - it was one of the most requested features by our users and will definitely help them track their smallcases better.
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We at
@smallcaseHQ
are super bullish on ETFs. We have been taking various initiatives to ensure ETFs become an integral part of
@smallcaseHQ
ecosystem (1/8)
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At smallcase, transparency is a top priority. Over the years, we have released multiple updates to increase transparency on our platforms. Here is a quick summary of the same, before talking about the next one🙂 (1/n)
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No confusion, only one option - direct+growth!
Zerodha Fund House will only be launching direct mutual funds with growth option for retail investors.
Congrats team
@ZerodhaAMC
🚀
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Most bought
@smallcaseHQ
across all brokers
1. Equity & Gold -
2. All Weather Investing -
3. Top 100 Stocks -
All ETF smallcases, all free to access, top 2 based on asset allocation!!
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Introducing embeddable smallcase widget to make sharing and linking smallcases super easy!!
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Gross exaggeration, not expected at all from a publication like Mint.
3 out of 200+ partners have paused their services for new clients since April, while continuing to serve their existing clients. In the same time, 10+ new partners have also joined the platform
Some
@smallcaseHQ
managers are bidding adieu to the platform. Rest are plain confused. There's a regulatory hurdle that can ruin their business.
Thats our story for tommorow at
@livemint
. Can you guess what I'm talking about?🤔
@ActusDei
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Introducing stock deals on
@TickertapeIN
🚀
You can find out following for custom time periods
- Insider buying/selling on a particular stock/group of stocks
- Trades executed by any specific institution/individual
Lots of more cool usecases. Checkout -
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We are now live with all the top 10 Indian stock brokers! Great job
@smallcaseHQ
team!
Now on to making smallcases a multi-asset portfolio investing platform. Super excited for whats coming next!!🚀
This is the season to be jolly & we have some great news! 🥳
smallcases are available on
@ICICI_Direct
!
All ICICI Direct users can now invest in ideas & easily build a diversified, low-cost & long-term portfolio 🙌🏻
Start here:
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1,00,000+ investors have invested in the All Weather smallcase by
@windmillcapHQ
Amazing volatility handling and performance since Jul'2018 launch. Truly a product that delivers in all market conditions. Asset allocation FTW!
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@ActusDei
@sashindnj
This is gross exaggeration Neil, and not based on any data.
- No creator has left the platform. Details here -
- The RIA quoted in the article had zero clients & was offboarded for not providing regular declaration.
Gross exaggeration, not expected at all from a publication like Mint.
3 out of 200+ partners have paused their services for new clients since April, while continuing to serve their existing clients. In the same time, 10+ new partners have also joined the platform
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Yesterday, SEBI issued an informal guidance clarifying that HSL can refer/distribute the services of third party RIAs wrt direct equity products. This is how
@smallcaseHQ
enables this bridge/linkage between RIAs and brokers (1/n)
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@sashindnj
If RA/RIAs leaving the platform is a non issue, I don't understand why your story bases all the conjecture on this. Anyway, with the numbers I shared publicly that point is addressed.
Beyond that also, your article is full of misunderstandings, misrepresentations and wrong
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User created smallcases have been shared more than 3 million times since we launched this feature in Jun'20!
Super excited to share that we have introduced a new feature to share your full
@smallcaseHQ
watchlist!!
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Two super cool updates by
@TickertapeIN
on Mutual Fund Pages
- Manager details and performance based ranking. You can also checkout rankings in different MF categories
- Video reviews and opinions by financial advisers, youtube content creators and others
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Yes, we know you want more features like XIRR, nudges for smallcases with illiquid stocks etc. We are on a mission to make smallcases the most transparent investment product class and are already working on these features (6/6)
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The response to the NFOs (new fund offers) of our first funds at
@ZerodhaAMC
(a
@smallcaseHQ
&
@zerodhaonline
JV) has been very exciting. We have taken a different approach to launch the fund house by having only one option for these funds: direct + growth. Here’s why:
- In our
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Performance is one of the key criteria to select an investment product. We at
@smallcaseHQ
have been constantly working to provide transparent and trusted performance metrics and tools to our users. A thread on performance calculation & evaluation of smallcases (1/n)
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Neither nudging employees to start working from office, nor pushing them to WFH to save rental cost, will increase efficiency. The best way forward is to provide max flexibility and an environment where it doesn't matter from where one is working from
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This is why we don't offer US stocks/ETFs on
@smallcaseHQ
Tempted to invest in US Stocks directly?
Hold your horses✋
If you can’t invest at least ₹1 Lakh at a time, you’re doomed to make significant losses the moment you transfer💰 into your US broker a/c.
Huge remittance charges (per transaction) is the devil no one talks about 🤫
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We are on a mission to make
@smallcaseHQ
available everywhere. Now in addition to smallcase app, website, investing platforms & apps of India's leading brokers, you can access smallcases directly from
@moneycontrolcom
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Last month, the first batch of EOP-cat 1 registrations were granted by AMFI. We
@smallcaseHQ
were also on this list. 🚀
Before the EOP (Execution Only Platform) framework came into existence, one needed to be a stockbroker or RIA to offer direct mutual funds to their client
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🪩As we welcome the new financial year, we
@smallcaseHQ
are excited for what we are bringing to our users & partners. While FY22 was about expanding our product catalog & partner integrations, FY23 was focused on making the platform simpler & more transparent for all users. 1/n
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#InTheNews
|
@HDFC_Bank
joins Sequoia-backed fintech smallcase’s Series B round. Read the full article by
@VCCircle
here.
@SmitaHDFCBank
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You can access this section from the performance chart on the smallcase page. On the top you would be able to see the returns generated and cost incurred in the real world scenario on the live data of smallcase, based on the charged levied by your broker (2/6)
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Latest
@smallcaseHQ
managers meet saw participation from 100+ IAs & RAs! We announced the next set of features (related to fee-based smallcase) that the team is working on and received valuable suggestions & feedback (1/2)
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You don't need to be a bank to offer payments through your app.
Similarly, now you don't need to be a broker to offer Stocks, ETFs, smallcases transactions through your app.
Introducing 🚀
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Have seen countless tweets against
@sharktankindia
Sure, you might not like the tone of the few investors on the show, but it will do more good by promoting a culture of entrepreneurship in India.
After watching the show, dad has already enquired about our ESOP pool & MAU 🙂
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The simple answer is that
@smallcaseHQ
is an ecosystem. Like most other ecosystem plays, there are three things - supply, demand & execution pipes
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At
@smallcaseHQ
we are on a mission to make smallcases India's most transparent investment product. Team is already working on the next set of updates!
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@ActusDei
@sashindnj
Would have been so much better, if instead of generalization, you would have put exactly what she said. Let me help put that into perspective for you
- Showing performance - she was talking about the need for PVA because algo players retrofit the data to show superficial
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Myth 6. smallcases are better than MFs
- MFs and smallcases are very different and neither is a substitute for the other. smallcases are more hands on and require better understanding of the market.
- First time investors with limited market knowledge are better off with MFs
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By clicking on the info icon against charges, you can access the detailed breakup of charges like DP, STT, Brokerage etc (4/6)
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Myth 2. smallcase returns are fake/backtested
- No backtested data is used to calculate returns or any other ratio on the platform
- All performance numbers shown on the platform are live returns generated post public launch of smallcases and includes all historical rebalances
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Congrats
@deepakshenoy
!! Credit goes to our amazing
@smallcaseHQ
team 🙂
Look forward to the next 1000cr!! 🚀
The
@capitalmind_in
Momentum portfolio at
@smallcaseHQ
just crossed 100 cr. ! Thanks a ton,
@vasanthkamath
@anugrah_shrivas
for bringing well researched quantitative portfolios to investors.
We are at
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Add the amazing user experience and network effects like cross broker referral programs and portfolio sharing in the above mix. Also the whole thing ties very well with the broad regulatory direction of segregating research/advice from execution (n/n)
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Have been getting a lot of requests from our users to share the list of upcoming features that were discussed in the managers meet. This link has the next set of features wrt to fee-based smallcases that our team is working on - (2/2)
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Myth 3. smallcase returns are not adjusted for slippages
- We have moved from EOD prices to average of next day OHLC prices for return calculations
- This means that if a manager issues rebalance on Friday, prices used to calculate returns are average of OHLC prices of Monday
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Thrilled to see all top mutual funds
@NipponIndiaMF
@miraeasset
@SBIMF
@hdfcmf
@abslmf
@AxisMutualFund
@dspmf
@EdelweissMF
@MotilalOswalAMC
use
@smallcaseHQ
Gateway to power ETF transactions on their websites and apps (1/2)
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Have you checked
@TickertapeIN
index pages? My fav features are
- Consolidated valuation ratios
- List of ETFs tracking the index and comparison on liquidity, ER, TE
- Tracking divs, earnings and other events across all the index constituents
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4. Introducing rebalance timeline - with this feature users can checkout all the historical rebalances, constituents, weights, index series of a smallcase.
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Supply for us is creation and mgmt of smallcases by SEBI registered entities - managers. We provide a single platform to managers for maintenance of smallcases across diff brokers and partners. It also automates subscription, payments, invoicing, compliance, offers, campaigns etc
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You can also see and compare the graph of how your investment would have moved in the real world scenario vs the unadjusted performance. The difference will be higher for frequently rebalanced smallcases vs smallcases with longer review periods (3/6)
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Congratulations
@AnilGhelani
@KalpenParekh
on the launch of DSP Nifty 50 Equal Weight ETF!!
Look forward to many new differentiated smallcases getting built on top of this 🙂
We invite you to join us tomorrow for the ceremonial 'Bell Ringing Ceremony' of our 1st Equity ETF & India's 1st Equal Weight ETF: DSP Nifty 50 Equal Weight ETF. 🙏
LIVE on YouTube | 15th Nov | 2.45pm
Set reminder:
Explore fund:
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We at
@smallcaseHQ
believe in full transparency. You can checkout all our transparency related updates here
Detailed announcement blog -
Checkout all our historical transparency related updates below
First Update -
Second Update -
Third Update -
Fourth Update -
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Demand for us is users investing into smallcases created by managers. We have multiple channels - smallcase apps, broker apps, partner apps like moneycontrol, tata money etc. We are able to power smallcase transactions on non-broking apps because of our deep broker integrations
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Primary function of brokers in smallcase is to act as execution pipes. If brokers start to build everything that I mentioned above - every manager will have to integrate with every broker sep, every partner will have to integrate with every broker sep.
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@msandeepreddy
@smallcaseHQ
Asset allocation is the only way to protect investments against market volatility. Every investor needs to have All Weather smallcase as the core portfolio
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My thoughts on the performance of All Weather smallcase since launch
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3. Updated logic for return calculation of manager smallcases - we are moving from EOD prices to the average of next day OHLC prices for index series/returns calculations on the rebalance days.
This was a long requested feature, as users can only apply the update next day.
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Myth 1. smallcases fees are very high
- More than 40+ free access (no subscription fee) smallcases are available on the platform -
- 95% of all the investors have only invested in free access smallcases and have never paid any subscription fee
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Today with our integrations with all the top brokers, we cover most of the active demat accounts. No incentive for our manager to do sep tieup with brokers. Also, with our lineup of 180+ managers, no incentive for a partner broker to do sep tieup with same managers again
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- Complete list of historical constituents and weights of a smallcase can be downloaded from the rebalance timeline
- Using the data anybody can cross check the returns. Our logic to calculate returns is publicly available here -
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We have started rolling out features related to fee-based smallcases!! Lots of cool features linedup for next month. Super excited!
@smallcaseHQ
You can now see & manage all your fee-based smallcase subscriptions from the smallcase mobile app 🥳
✅Check details of active & inactive subscriptions
✅Cancel, Renew or Reactivate subscriptions
✅See common subscription related FAQs
Get the update:
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Numbers Updated | AWI vs Nifty 100
Since Launch (Jul'18) - 30% vs 13.8%
@smallcaseHQ
All Weather smallcase VS Nifty
Since 15-Jan-20: -0.94%| -15.42%
Feb'15-Feb'16: -3%|-21%
Oct'10-Dec'11: 1%|-23%
Jan'08-Oct'08: -18%|-53%
CAGR since 2007: 10.7%|7.2%
Follow a core-satellite approach to protect against market volatility -
@smallcaseHQ
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2. Past performance charts based only on live data - now only live data will be used across different time period options on the performance chart.
Users can checkout the backtest in the smallcase factsheets.
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- smallcase platform makes a fixed fee on every smallcase purchase irrespective of the amount
- Smallcase makes no fee on rebalance, SIP, invest more etc
- Thus, its not in Smallcase or managers interest to promote unnecessary churn
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Myth 4. smallcase is all about momentum investing
- Most bought smallcases on the platform are asset allocation, ETF based, free access smallcases
- Only 5% of the smallcases are focused on Momentum & <2% investors have invested in such smallcases
Most bought
@smallcaseHQ
across all brokers
1. Equity & Gold -
2. All Weather Investing -
3. Top 100 Stocks -
All ETF smallcases, all free to access, top 2 based on asset allocation!!
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Today, 50+ smallcase managers (IAs/RAs) have created 300+ professionally managed smallcases with ETF constituents. Last quarter, we processed more than 1.5M ETF buy orders for retail investors!! (6/8)
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- All manager smallcase returns already account for all historical slippages since launch
- Users can also checkout the impact of various execution preferences on the returns in the cost calculator
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Myth 5. Smallcase promotes more churn in the portfolio to make money
- Managers or Smallcase don't get any commission from the brokerage
- Managers get subscription fee directly from the user
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No business should be allowed to make direct marketing/promotional calls to their current/prospective clients, without their permission.
@HDFC_Bank
I don't want to increase my credit limit and I have told this some 50 times. When will you stop calling me?
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The ETF market in India is far from mature and there are still liquidity issues with many ETFs. But we are confident that in future ETFs will be the building blocks of portfolios and are doing our bit to ensure we reach there fast 🙂🚀 (8/8)
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My views on active vs passive investing. 1st one in a series of 4 videos on the same topic.
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Time has come for Indian investors to get access to independent research and strategies from top managers directly on their broker platforms!
@IIFLMarkets
taking the lead here 🚀
@IamNKPurohit
🙌
We're excited to partner with
@IIFLMarkets
to introduce smallcases created by our managers on their platform.
In addition to the smallcase app, users can now invest in smallcases created by other Managers, directly from the IIFL Securities app and website.
@srajb
@IamNKPurohit
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You can also edit the inputs like investment amount, brokerage plan to see the real life simulation of your planned investment. We also give an option to pick a rebalance execution time. Users can use this to understand the impact of delayed rebalance execution on returns (5/6)
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Now, every number, chart, ratio on the platform is based only on the live data. No backtested data is used anywhere on the platform.
PS - returns & ratios were already calculated using live data, but backtested data was included in the charts to help users analyze longer periods
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5. Improved cost calculator - based on the user feedback, we have improved the presentation and also included subscription fee in the overall cost along with the transaction & statutory charges for calculating cost adjusted returns.
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Now you can invest in smallcases on
@hdfcsec
! 📈🚀
Super excited to announce that smallcases are now live on
@HDFCSec
!
Read more -
Get started here -
#smallcasesBehtarHai
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All Weather smallcase VS Nifty
Since 15-Jan-20: -0.94%| -15.42%
Feb'15-Feb'16: -3%|-21%
Oct'10-Dec'11: 1%|-23%
Jan'08-Oct'08: -18%|-53%
CAGR since 2007: 10.7%|7.2%
Follow a core-satellite approach to protect against market volatility -
@smallcaseHQ
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Asset allocation through ETFs + Quantitative equity models (heavy on small and mid caps) = Amazing risk-adjusted returns.
Team at
@windmillcapHQ
has been consistently bringing new & innovative products for India retail investors! These new smallcases look fab!! (1/2)
Asset allocation is a fundamental practice & major driver of stable portfolio returns.
🥳 Thrilled to launch Asset Allocation versions of our popular smallcases:
🎯 Straight Flush
📈 Growth at a fair price
🚀 Value & Momentum
✅ CANSLIM-esque
More:
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Bought almost a year back..now making 125% return!! 😎
@smallcaseHQ
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- Platform has smallcases across various other styles as shown in the image below
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This feature takes transparency on the smallcase platform to the next level. Now users have all the info to calculate each and every data point shown on the platform by themselves 🙂
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Did this analysis 3M back to predict Nifty return using MMI(). It predicted average 3M return of 6.3%.
Its 3M since MMI last touched extreme fear zone, and Nifty generated a return of 6% in the same period 😎
@Ajaya_buddy
Buying in fear always make sense. Did a very simple analysis with MMI to check 3M nifty returns post extreme fear events. 93.75% success rate
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The updated logic will ensure that the returns realized by users are completely aligned with the returns of the manager's smallcase.
PS - historical returns of the manager smallcases have also been updated as per the new logic
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@ActusDei
@sashindnj
yes, whenever the PVA comes in, it will be applicable to all. I was referring to the video shared by you where the chairperson was talking about the need for PVA because of the retrofitting of data by certain algo platforms and not because actual/verifiable returns are shown by
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We have also created an ETF education series for first time/new investors. This is available in both - Hindi & English. (7/8)
Hindi -
English -
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6. More information outside login - we have introduced a new section on the stocks & weights tab to communicate rebalance dates, frequency, no of constituents, marketcap distribution outside the login.
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Asset allocation protects the downside and equity keeps the upside intact. The below chart shows how asset allocation improves the performance of the strategy and provides better risk adjusted returns (2/2)
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Thanks for always supporting us
@Nithin0dha
🙂
I think the only reason
@rohang07
agreed to do a podcast with me and
@vasanthkamath
is because of you 😛
It was in 2016 when
@vasanthkamath
,
@anugrah_shrivas
, &
@rohang07
pitched
@smallcaseHQ
. We were quickly sold on their idea of getting users to invest in diversified baskets of stocks or ideas they understood vs single stocks, which reduced their risk.
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Detailed announcement blog -
Checkout all our historical transparency related updates below
First Update -
Second Update -
Third Update -
Fourth Update -
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We also wanted to ensure that we provide best in class tracking for asset allocation smallcases. Thus, ours was the first platform which started showing credited and accrued dividends in ETFs like Liquid Bees. (3/8)
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Performance numbers updated. Asset allocation is the only way to make a recession proof portfolio
@smallcaseHQ
My thoughts on the performance of All Weather smallcase since launch
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@Prashanth_Krish
Windmill Capital is a wholly owned subsidiary of Smallcase Technologies. It is not a sep venture by founders or anything like that :)
Before the platform was opened for external managers, all the smallcases were maintained by Windmill Capital team.
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🚀
It’s here! Start exploring the world of
@smallcaseHQ
on Upstox and invest at no additional fees till 13th December, 2020. Sign up and explore now👉
#smallcase
#invest
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Super excited to open up our platform. If you are a licensed professional looking to scale-up your research/advisory offering along with an amazing multi-broker execution solution for your clients, drop us an email at publisher
@smallcase
.com
@smallcaseHQ
Introducing smallcase Publisher - a platform for licensed professionals to share portfolio research & advice as smallcases with their clients
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Keep buying until you die, but never sell 🤣🤣
Suni sunai baaton par mat jaao, apni akal lagao.
When cheap: Buy and wait
When expensive: Wait and buy
Don't know: Buy regularly for a long time
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We have been strong proponents of asset allocation through ETFs and core-satellite investing. Today, most bought smallcases on our platform are built using ETFs (2/8)
Most bought
@smallcaseHQ
across all brokers
1. Equity & Gold -
2. All Weather Investing -
3. Top 100 Stocks -
All ETF smallcases, all free to access, top 2 based on asset allocation!!
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