Achieve your investment goals with

Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Bharosa Club 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

Bharosa Club Investment Adviser (Sahil Bhargava)

SEBI Registered

INA100004657

Experience

10+ years

Investment Strategy

Fundamental

Mr. Bhargava has nearly 15 years of experience in financial services including 7 years of institutional investing experience in both the U.S. private equity market and public equities market. Mr. Bhargava worked in Apollo Global Management's U.S. Private Equity Team, which manages amongst the most AUM and is one of the best performing teams globally, where he was rated as the top Associate in his class. Mr. Bhargava also worked in a long / short public equity hedge fund where, during his tenure, his picks delivered ~10% of the fund's return while only utilizing ~4% fo the fund's capital. Mr. Bhargava also served on the Founding team of an India-based NBFC called APAC Financial Services, where he helped the firm raise 400 Crores of capital and served as the youngest member of the Management Committee. , We strongly recommend that all prospective and current customers read our monthly blog posts for additional details. You can find the blog on our microsite at: https://bharosaclub.smallcase.com/smallcase/BHCMO_0002.

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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.

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Easily track & manage your portfolio

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1-click portfolio execution

SIP to grow your investment

Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?

Bharosa Club Large Cap smallcase

What is their investment philosophy?

The aim of this smallcase is to beat the benchmark Nifty 50 by picking winners and discarding losers monthly. The number of stocks remains constant at twenty. Relative performance is analyzed and in most cases zero to three stocks are replaced each month. This smallcase in backtesting has beaten almost all active fund managers. Active fund managers manage large pools of money and cannot exit or buy stocks as easily as a small case investor.

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 Bharosa Club. 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?

Bharosa Club 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 Bharosa Club’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.