EquiBoost FinServ

EquiBoost FinServ offers a range of Smallcase strategies crafted for investors across different risk appetites and investment sizes. Each portfolio is built around a defined stock universe and tailored to deliver risk–return outcomes that align with specific financial objectives. Our approach emphasizes asset allocation and tactical rebalancing, with the flexibility to park funds in safe havens during volatile market phases to safeguard capital and optimize returns.

At EquiBoost FinServ, our core philosophy combines both technical and fundamental research to build high-conviction strategies. We follow an active approach with a strong bottoms-up philosophy in the equity markets, focusing on identifying quality businesses at their core. Our thematic portfolios strategically harness strong market trends for consistent growth opportunities. This disciplined yet dynamic process enables investors to participate in growth opportunities while ensuring a balanced and sustainable wealth creation journey.

A smallcase is a curated basket of stocks/ETFs* 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.

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.,

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.

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.