Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by Modulor Capital Research Desk.

Managed By

Sanjit Singh Paul

SEBI Registered

INA100015115

Experience

15+ years

Investment Strategy

Quantamental

Asset Allocation +1

--Experience:

Sanjit is the Principal Officer of Modulor Advisory Services, a SEBI Registered Investment Advisory [INA100015115], and a second-generation entrepreneur. He has 15+ years of experience in systematic investing and algorithmic/discretionary trading. His style of investing is Quantamental and he is passionate about designing algorithms that systematically overlap multiple schools of analysis (Fundamental, Quantitative, and Technical).

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--Author & Speaker:

A sought-after speaker and trusted advisor on personal finance, he has a ringside view of the real-life issues individuals face when building and safeguarding wealth and offers custom frameworks to manage personal finance. Sanjit has co-authored a book on personal finance titled "What My MBA Did Not Teach Me About Money".

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--Education:

Sanjit has completed his Post Graduate Program in Management (Finance) from the Indian School of Business, Hyderabad, and holds a B.E. (Mechanical Engineering) degree from Thapar Institute of Engineering and Technology, Patiala.

You can connect with him at sanjit@modulorcapital.com, LinkedIn or setup a 1-on-1 here.

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Quantamental Investing®

Our Mission

Investor Charter

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Read Blog

Quantamental Investing®

Our Mission

Investor Charter

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01

Choose

Choose a suitable portfolio that matches your investment objective

02

Subscribe

Subscribe to the portfolio to get access to the constituents and future updates.

03

Invest

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

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Frequently asked questions

What are the products offered?

Quantamental Investing® using Advised Stock Portfolios, Advised stock portfolios are a great way of appreciating capital in the long, medium, and short run by investing in specialized strategies to generate alpha and manage risk at a variety of ticket sizes. We off 4 portfolio families:, >>>QVGS Galactic® Suite - Broad-based & Multi-asset ETF Portfolios for Core Investing using dynamic allocation and tactical management for the medium-term., >>>QVGS Sapien® Suite - Diversified-equity Stock portfolios for goals, wealth, and profit-generation using Growth, Value, and Sentiment market-cycles for short to medium-term., >>>QVGS Butterfly® Suite - Thematic-equity stock portfolios for wealth creation using sectoral and thematic ideas for the short to medium-term., >>>QVGS Fluid Suite -Focused-equity stock portfolios for short to medium-term positional trading in market-cap segregated portfolios.

What is their investment philosophy?

Investment Philosophy:, Our investment Philosophy is Quantamental. Quantamental Investing® is a practical approach that systematically blends fundamental, quantitative, and technical analysis. It uses multiple data sources along with the capabilities of man and machine to:, Generate alpha,, Reduce risk and, Meet Investment Objectives, Quantamental Investing® is a space where the capabilities of man and machine complement each other rather than compete. The trick is to find that synergy., Investment Framework:, The QVGS Framework finds the required synergy to get the job done. Its objective is to systematically overlap fundamental, quantitative, and technical analysis in order to build and manage portfolios across asset classes., In order to realize this, the framework extensively uses algorithms to codify the analysis into principles and then systematizing the investment process using these principles. Algorithms not only reduce errors and speed up the investment process, but also help lower the cost of generating alpha and managing risk., The ‘Q’ in the QVGS represents Quantamental and 'VGS’ represent Value, Growth and Sentiment Market Cycles which govern the movement of an asset class in the long, medium, and short terms respectively.

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 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.

Who can subscribe to these smallcases?

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.,

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.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.

More questions? Check out help section