Start investing in smallcase through this link link.smallcase.com/q0APd9Z6ffb Open demat account on zerodha using this link zerodha.com/open-account?c=ZMPHCY Get my new book ‘GET EPIC SHIT DONE’ here: ankurwarikoo.com/getepicshitdone Order my first book ‘Do Epic Shit’: ankurwarikoo.com/doepicshit
I think SmallCase has made Mr. @warikoo it's Brand Ambassador 😒. Just Promoting their product and losing the motto of the YT channel. Edit: Sir Please teach about resume building, video for freshers, how to crack interviews, Startup Ideas as Small case isn't worthy enough because we can directly buy stocks from Brokerage firm like zerodha, upstox then why to redirect though small case. And I think believe a tip based investing is worst better to understand or read about company in detail and then invest (considering stock purchased as per given on small case, percentage of units/stocks is not a matter of debate) @warikoo And also rebalancing portfolio according to small case (considering quarterly rebalancing) will attract Tax and breaks compounding effect. so better to read about company first and then invest precious money instead taking some companies tip stock
Please talk about: 1. How are Smallcases rebalanced? What are tax implications when they sell some stocks and rebalance it 2. What happens to dividends
@warikoo And also rebalancing portfolio according to small case (considering quarterly rebalancing) will attract Tax and breaks compounding effect. so better to read about company first and then invest precious money instead of taking some companies tip stock Ok sir
We should be thankful that we know hindi language. We have so many amazing Indian youtubers who r helping us out in different fields. Its a boon for us
you should be thankful also to your own brain & the influences in your life that made you even follow him and think about personal finance at this young age.. :)
Hi Ankur, great video, absolutely loved it! I beg to differ with your point around smallcase being a great instrument for a new investor. Being an experienced investor and having done sufficient research on this, I urge you to address the following points so that your followers have more visibility - 1. Taxation in smallcase - Taxation is different in equity, debt, gold, ETFs, etc. If not understood earlier, it can create problems at a later stage 2. Brokerage and Other charges in smallcase - Brokers charge their fee in addition to the smallcase fee. Since many smallcases contain 1 or 2 stocks (maybe more), separate charges on each are applicable. I personally believe smallcases are simple on the outside but complicated (maybe expensive too) on the inside, esp. if you take the above into account. Cheers!
This is exactly what I was hoping to find in the video but didn't. Zerodha is charging Rs100/transaction in smallcase, and I have no clue what that means. Does it mean if I go for an SIP in let's say Equity and Gold, will I be charged Rs. 100 every month? Or only the first time when I place it. Similarly no clue about taxes etc.
to add to the above comment, Ankur mentioned personally he doesn't like Mutual funds. But the All Weather Smallcase Infact has shown investing in MFs, Gold ETFs, etc. so i am a bit confused.
Very nice presentation. Opened my eyes. No I don't want to open a demat acc. No I don't want to play Fund Manager. No I don't have the time to pick and choose small cases. No I don't want my personal biases to creep into my investments. No I don't want to invest in cases that have no history......I will stick to my tried and tested Mutual funds.
Most of the universities doesn't provide practical insights but for free you are providing a great knowledge which is by far better than so called most B schools. Thank you so much Sir.
A great video. Just to add. Smallcase is good and probably better than most mutual funds. But it does have some disadvantages. 1. You have to pay Short Term Capital Gain whenever you rebalance. 2. For Value & Momentum, they rebalance it once every 3 months. I'm not sure if most stocks will have positive momentum for 3 months. 3. Some of the Smallcases which I invested in (which were popular at that time) are not that popular now because of low CAGR. As I realized now it's not that easy to beat an index in the long term. 4. A lot of Smallcases are becoming paid where you have to pay a subscription fee per month to access it. It became similar to a mutual fund.
I started investing in small case at age of Mummy Papa- at age of 60 years -and can fully agree with you on most of aspects covered. I also appreciate that you aligned yourself with the young crowd instead of harping about growing age. Great show today. Keep it up What I dont like about zerodha is their customer support by phone. I am more comfortable in voice support instead of online support .Please convey this message to Zerodha. Thanks
For someone who is struggling on the internet to get the right and easily understandable contents for Financial Growth and Stability , you come as a lifesaver sir 🙌. Glad to have mentors like You.
You forgot to mention couple of important aspects 1. Fees incurred during the purchase of smallcases which is Rs 100 2. Rebalancing portfolios everytime (which is nothing apart from selling and buying stocks) attracts capital gains Also the other charges are still involved like STT, etc along with fixed DP charges during sell. I would rather purchase those same stocks from Zerodha and control them.
Another good smallcase I had my eye on was - The Great Indian Middle Class - a great way to invest back in the companies whose products we've all grown up on
Hi Ankur Sir, I am a PhD research scholar. Whatever question comes in my mind, your video explains it thoroughly. I never put my keen interest in investment until my bro told me....I keep your statement as my take on investing that is..,,"INVEST AND HOLD". Idk what actually expertise says about your online videos but for a beginner like me, I really get to know many things. I appreciate your simplest way of explaining all pros and cons building a confident quotient in an individual.👍
Just to add... Smallcase charges a one time fee of Rs. 50- Smart Beta Smallcases and Rs. 100- other Smallcases (GST exclusive) which I feel is reasonable in the long run because the portfolio rebalancing is taken care of automatically. PS: That adorable smile after, "main bhi aapki umar ka hoon" ❤
I see charges for any type of small case is 108 rupees flat. You can see that in your fees section in the app. Am I right? Also, a query- am I also paying DP charges while selling ? ( My broker is zerodha)
Ankur, never knew about small case until I came across your video. I have been investing in equity for about 4 years now buying individual stocks. I think small case is very interesting and will start investing in small case. Thanks a ton Ankur.
Thanks Ankur for the video. I have started investing in gold, crypto by watching your videos. Now I will start with smallcase too. Much appreciated. I am thinking of long-term too. "Top 100 stocks" is another smallcase that is good for beginners too. That's my opinion. Can't wait for Monday to start Investing. Seriously never thought I will look forward for a monday😆 Edit: Those who didn't get what I wrote. On weekdays only from (9:00 a.m to 3:15 p.m) we can invest/buy a smallcase
I have zero knowledge about stocks, mutual fund or portfolio investment etc before watching your video. Now I have developed little bit about these.But I have eager to know from basics to everything about stocks and all so that I could become a sincere investor in near future. Please suggest me some basic books about all these. I am 35 years old and a teacher by profession.
Wish I had these videos of yours in my 20s but It's never too late. Earlier I used to invest just in SIP & Physical gold but now it's distributed in Debt & Equity as well. Thanks for all the guidance :) God bless you!
First thing first, you are an amazing human being. You are doing a homework so that you could upload such content which can benefit many of our youngsters and even others. And all this you are doing it selflessly. Just to benefit others with the knowledge and the guts you have towards the opportunities of investment we have today. Hats off. There is nothing hidden its straight and simple information. Thank you Ankur ji. May you always be happy and healthy. Cheers!
मुझे आजतक कुछ इन्वेस्टमेंट के बारे पता नही था, लेकिन जबसे अंकुर सर को join किया है तब से मेने बहुत कुछ जाना है । So Thank you so much Sir for teaching and helping young bloods ✌🏻
Brilliant sir !! I have 2 credit card at the age 22 and I'm working from the age 17n and now i have limit 70000 (combined) use use bhi nhi krta tha but apka video dekhne ke baad invest krna start kiya aaj 34 days ke baad meine extra 12000 extra monthly earn kiya......thank you sir !!
hey!! I am 31 and today i bought my first share which is HDFC BANK and also invested in ALL WEATHER INVESTING smallcase. It is all because of you and your wisdom. Thank You warikoo
@@warikoo So smallcase charges a certain flat amount in the start of registration. Is that the only amount I will pay for my whole journey with smallcase? Is there no commission or anything?
Really enjoying learning from your videos, sir! I am thinking of investing in Smallcase too, however am having some concerns regarding the charges involved during rebalancing. Moreover, unlike Mutual funds for which we have various sites to validate their performance and learn about all the ratios involved, I couldn't find such sites to evaluate Smallcase. If you could explain about all the charges from buying and selling to rebalancing in another video of yours, it would be of great help for all of us. You are doing really great at spreading Financial Literacy among the people! Thank You.
Who is the founding co of smallcase? are they registered by SEBI? what is the commission for example of one lakh invested for 5 years? SmallCase return and reasons for future good return?
He meant, umar in thinking, Investing, taking risks and understanding market not just investing in FD, jewellery and property joh mummy papa k umar wale karte hai
just to let everyone know as Warikoo sir said to share the experiencess we got so far on smallcase, last year i immediately knew the only sector which gonna sustain will be the IT sectors in next 5 yrs+ since most people working from home, I invested on the smallcase named "IT TRACKER" and damn, ultill now it just grew at a cagr 23% ❤️ go ahead i wud suggest if u r okay with moderate volatility..
What a Finish to the day 😍.. I invested in stock market for the first time today, after watching hell lot of videos and educating myself, was confused with Small case, and here the King is to solve the riddles.. thank you so much ✌️🤗
I have been trying to figure how different investments like mutual funds, stocks, cryptos are taxed. There is a lot of information available on how to invest and not enough on how the returns get taxed. It would be extremely helpful if you could make some videos on taxation:)
if you sell your mutual funds after an year then long term capital gain which is also exempted if the gains are less than 1 lakh anyways if sold in lesa than 1 year then stcg @15%. so it is reasonable to hold for longer duration. this is for equities, which I think you should be in to maximize gains.
Hey Ankur! I am in my final year and my job will start in a few months. Your videos motivated me to learn more about investing! I am really excited to start investing right from my first salary! Thanks a lot! Please make a video on how to plan and invest specifically to buy some stuff like a car or a house.
Hey Ankur you didn't address the charges that smallcase take for preparing these basket. Also I find this as good as mf cause they both seems to charge same portion of investment.
Big fan Manish sir. You are doing incredible job. I am currently 17 years old . Your tweets are so much inspiring. This pandemic taught us whether our leaders worry for us or not. Hence after achieving my dreams i want to start political party may be during 40s with smartest brains like you , ranveer bhaiya ,ankur sir , kunal sir and many more..
In the case of value and momentum smallcase, when we sell the stocks that have stopped rising, would we have to reflect the profit made as capital gains, or does the money remain in the demat/brokerage account ?
Ankur, u should have mentioned about the smallcase investing fee (rebalance, SIP, manager order etc) and other charges by the brokers like zerodha. Apart from exit load. They usually charge other fees
Thank you so much for this Video , I invested in Value & Momentum Small case a few days ago , After seeing your recommendation feels I made the correct choice :)
Excellent explanation I have opened small case account with Zerodha. My first investment SIP can be seen in Zerodha portfolio but second and third SIP can't be seen in zerodha portfolio
@@vinaytamta7958 Its nothing like this Vinay. He is always trying to impart knowledge and he has videos on several other topics. If you watch him regularly you should know he likes product oriented investing cuz it gives you proper interface and medium to invest. He is just trying to help us by telling abt something that is a really good product
First you will invest through small case but when you give charges of it.... you think if i gives charge than i cannot learn its have very hidden charges i used than i exit. Attend malkansview class it is very fantastic, easiest
I or may i say WE can't thank you enough, a fantastic channel, which helps us grow and rise, and that too we are getting it for free, amazing explaining skills, I wish I knew all this in my teenage, I hope you grow and wish all much positive power and energy, lots of love.
Tak tak tak tak tak.. aur humne bhi kiya humara 1st investment.. thank you very much sir for ur guidance and explaination.. keep up the good wrk.. God bless you.
Sir you are so nice teacher and best for the new age investors. I will have to explain it in detail to my wife but still I can’t but now through your video I can . Love u sir and Hats off to you sir🙏👏🏻
Hello Ankur, This will be my first comment on any youtube channel(maybe not first, but for me a meaningful one). I really like what you have done with your life and what you are currently doing with your life. The startups which you have created and the decisions which you have taken in as early in your 20's to come back to India, dropping your Ph.D. is something that makes me follow you more because of the decisions and the type of person you are. These videos which you create have really made an impact on me. I started following you a few months ago and the way you connect with people is amazing. I really wish to see your videos on a daily basis. Thank you for all your content and advice which you provide. :) At last I would like to ask that how is this comes to your mind, like how you choose a topic and then come up with this content?
39% return in one year is no biggie. It's the CAGR that gets compounded over several years that creates massive wealth. So if your brother can get a 39% CAGR (which is more than Warren Buffett's CAGR of 19) over a period of say 25-30 years. Then he would inevitably be one of the best investors in the world.
I can't thank you enough sir. I think i am ready to take some risks when i have a great mentor in your form. Thank you so much for explaining everything in the easiest way possible.❤️❤️❤️
Hello Ankur, Great video! Very clearly articulated! While choosing to invest in a Smallcase, I'd like to ask how to decide whether to go for a SIP or a Lumpsum? I'm sure there is more to this than just getting into the discipline and habit of investing! For the smallcases which have a low minimum value amount, I think SIP would be better (correct me if I'm wrong) but I get confused when its the high minimum value smallcases! Please guide me with this clarification!
thank you for doing what you are doing. before this day, I had zero to little knowledge regarding investments, but now I am actually learning. beautiful video!!
Hi Ankur, Thanks for the video. Queries: 1. Dont we have fund managers here too and they try to maintain the ratio, beat index or maintain cagr similar to mutual fund? 2. How about theme/sector based investment:eg: auto, IT How does small case works on this or self made categories? -Manoj
Dear Sir, First of all thank you very much for all your basic informative sessions which anyone can understand easily ! I know "Thank you" is not enough when it compares with your presentation, preparation, dedication & delivery. But I want to say thank you so much for all your altruistic sessions ! 🤝❤️🙏 I'm having one question here about smallcase. May I eligible to enjoy stock bonus/ stock split/ dividend when I am investing via smallcase?
Just started the journey with Smallcase as I was as sceptical as u before. Its a great idea to invest into the vast universe stock market. However, one thing I would like to state about Selling is that if you sell through Zerodha what you bought through Smallcase will disturb the balance of the portfolio. It is always better to buy/sell from the platform one uses. That is why there are the option of Rebalancing. What say you....?
With respect to analogy of MF expense ratio, isn't this splitting that charges into 2 parts.. 1. Smallcase charge 2. Demat account charges (rebalancing will incur transaction charges) At the end how effective it is ?
Namaste sir it was amazing I am retired I am into share investing since 25 years made very less money After watching your video I have opened account in zerodha Now I can invest two lakhs one shot Pl recommend
Hi Ankur...Thanks for explaining the things in such a lucid manner ,regardless of the content. My query : If I create a smallcase and make a one-time investment of say INR 10K ... Am I allowed to come back and make another INR 5/10/20 K investment at any point of time in the future ? Actually , I would prefer to invest based on my liquidity and not via SIP
Brilliant video Question - Doesn’t smallcase also have a one time transaction fee (through broker ). If that is say a flat Rs 100 for a smallcase transaction doesn’t that make it more expensive than a mutual fund (for comparison sake )
Balkrishnan industries - 1 Infosys - 1 Wipro - 1 Tata power - 3 Trident - 5 I've created this smallcase for a monthly sip of 5000 Can you review and tell me any changes that's required?
hm mutual funds men bhi dekh sakte hai amc kis stocks men invest krte hai. exit load in general 1 year tak rehta hai. But I agree ki hm yhaan chota portfolio hold krte hai and better control rehta hai. Thank you sir for this education to young generations.
What are the tax implications of the interest earned? If I fall under 30% bracket, do I need to pay 30% tax on every rupee earnt from small case interests?
@warikoo, I have a few questions. What about the taxation element when the Smallcase rebalancing happens which includes automatic selling and buying of stocks? If it happens multiple times a year, we will be liable for a lot of STCG, isn't it? Wouldn't it reduce the actual returns that we'll get? Also, what about the transaction fees for each investment we make through Smallcase?
The Transaction fees depends on your broker (Eg Zerodha or Upstox). You have to have a Eagle point of View. Tax is on the stocks and not on the portfolio, if in your portfolio if the stock is bought and sold within 1 year then STCG and if the stock is there more than a year than LTCG. Taxation has nothing to do with Smallcase but on the stocks you own
@@VivekGawande1 so if you have 10 changes in portfolio it will charge 20rs per change of sell order and same for buy order. Depends on vendor used and frequency of updates for eg momentum case updates weekly, some quarterly.
Ankur sir Ek confusion hai Jab bahut sare videos mein maine yh suna ki ' hame sahi price pe koi stock milte hi invest kr dena chiye aur long term k leye chor dena chahiye ya fir kuch log downtrend mein correction ya kahe sell/buy kar skte hai jo ki kabhi kabhi esa hota hai, saal m 1 baar lagbhag ' Par small case ke concept mein rebalancing har 3/4 mahine mein hota hai ya fir jada frequently bhi ho skta hai - ese mein rebalancing ki wjh se charges bahaut jada ho jaayenge, 1 saal mein 4 4 rebalancing. Please ek regarding- 'prakash dalye' Thank you
Thats the difference between Mutual Fund and Small Case Concept. SmallCase is like a Friend who will recommend you the portfolio of stocks and purchase it also using your login, uske baad aap jano kya karna uska :-) That is what I got from video, rest I need to explore as well.
Aapko sunne ka plus ye hai ki aap apne har shabd ko samjhane ki koshish karte ho jo thode tough ya kuch logo k liye new ho sakte hai .🙏 Tabhi video acche se samajh pate hai
Start investing in smallcase through this link
link.smallcase.com/q0APd9Z6ffb
Open demat account on zerodha using this link
zerodha.com/open-account?c=ZMPHCY
Get my new book ‘GET EPIC SHIT DONE’ here: ankurwarikoo.com/getepicshitdone
Order my first book ‘Do Epic Shit’: ankurwarikoo.com/doepicshit
I think SmallCase has made Mr. @warikoo it's Brand Ambassador 😒. Just Promoting their product and losing the motto of the YT channel.
Edit: Sir Please teach about resume building, video for freshers, how to crack interviews, Startup Ideas as Small case isn't worthy enough because we can directly buy stocks from Brokerage firm like zerodha, upstox then why to redirect though small case. And I think believe a tip based investing is worst better to understand or read about company in detail and then invest
(considering stock purchased as per given on small case, percentage of units/stocks is not a matter of debate)
@warikoo And also rebalancing portfolio according to small case (considering quarterly rebalancing) will attract Tax and breaks compounding effect. so better to read about company first and then invest precious money instead taking some companies tip stock
I have been using smallcase long before I started making finance videos.
@@warikoo Sir is it the right time to invest as the market is overvalued? Please reply sir 🙏🏼,
Please talk about:
1. How are Smallcases rebalanced? What are tax implications when they sell some stocks and rebalance it
2. What happens to dividends
@warikoo And also rebalancing portfolio according to small case (considering quarterly rebalancing) will attract Tax and breaks compounding effect. so better to read about company first and then invest precious money instead of taking some companies tip stock Ok sir
I can never thank this guy enough for all the financial wisdom. I'm 17 and am so happy I came to know about him at this early age.
Same here, warikoo sir is so amazing!
Same here
We should be thankful that we know hindi language. We have so many amazing Indian youtubers who r helping us out in different fields. Its a boon for us
you should be thankful also to your own brain & the influences in your life that made you even follow him and think about personal finance at this young age.. :)
17 ?? Sahi kar raha hai bhai.
Hi Ankur,
great video, absolutely loved it!
I beg to differ with your point around smallcase being a great instrument for a new investor. Being an experienced investor and having done sufficient research on this, I urge you to address the following points so that your followers have more visibility -
1. Taxation in smallcase - Taxation is different in equity, debt, gold, ETFs, etc. If not understood earlier, it can create problems at a later stage
2. Brokerage and Other charges in smallcase - Brokers charge their fee in addition to the smallcase fee. Since many smallcases contain 1 or 2 stocks (maybe more), separate charges on each are applicable.
I personally believe smallcases are simple on the outside but complicated (maybe expensive too) on the inside, esp. if you take the above into account.
Cheers!
I saw a video about those charges... they are really very small amount or percentage..i think all platforms have charges like these.. isn't it?
This is exactly what I was hoping to find in the video but didn't.
Zerodha is charging Rs100/transaction in smallcase, and I have no clue what that means. Does it mean if I go for an SIP in let's say Equity and Gold, will I be charged Rs. 100 every month? Or only the first time when I place it. Similarly no clue about taxes etc.
@@swatijain_nov 100 ruppe is one time charge any top up on that small case has no charge
@@HarshGupta-je5xs Thanks Harsh! Appreciate your reply.
to add to the above comment, Ankur mentioned personally he doesn't like Mutual funds. But the All Weather Smallcase Infact has shown investing in MFs, Gold ETFs, etc. so i am a bit confused.
That line in the end
"Main aap hi ke umar ka hoon"
We feel you're even younger than us
The amount of energy you put in each video hats off to you Sir🔥
He was blushing while saying this...
He is really of our age
The cool guy in the group
Parents ka taeeka nahi
That line left me in pieces🤣🤣
Ankur Warikoo🙇🏻🙌🏻
Very nice presentation. Opened my eyes. No I don't want to open a demat acc. No I don't want to play Fund Manager. No I don't have the time to pick and choose small cases. No I don't want my personal biases to creep into my investments. No I don't want to invest in cases that have no history......I will stick to my tried and tested Mutual funds.
Most of the universities doesn't provide practical insights but for free you are providing a great knowledge which is by far better than so called most B schools. Thank you so much Sir.
A great video. Just to add.
Smallcase is good and probably better than most mutual funds.
But it does have some disadvantages.
1. You have to pay Short Term Capital Gain whenever you rebalance.
2. For Value & Momentum, they rebalance it once every 3 months. I'm not sure if most stocks will have positive momentum for 3 months.
3. Some of the Smallcases which I invested in (which were popular at that time) are not that popular now because of low CAGR. As I realized now it's not that easy to beat an index in the long term.
4. A lot of Smallcases are becoming paid where you have to pay a subscription fee per month to access it. It became similar to a mutual fund.
But it is fixed not like mutual fund which charges %
Is subscription fee compulsory. Will they not rebalance the portfolio
Moreover brokerage fee is by default on every adjustment
@@manojkakad5064 mutual fund auto rebalance by expert which is handling it
This guy almost covered every aspect
Check this out
I started investing in small case at age of Mummy Papa- at age of 60 years -and can fully agree with you on most of aspects covered. I also appreciate that you aligned yourself with the young crowd instead of harping about growing age. Great show today. Keep it up
What I dont like about zerodha is their customer support by phone. I am more comfortable in voice support instead of online support .Please convey this message to Zerodha. Thanks
For someone who is struggling on the internet to get the right and easily understandable contents for Financial Growth and Stability , you come as a lifesaver sir 🙌. Glad to have mentors like You.
So much knowledge which is available for free, I'm so happy that I found you feeling blessed.... Thank you🌹
You forgot to mention couple of important aspects
1. Fees incurred during the purchase of smallcases which is Rs 100
2. Rebalancing portfolios everytime (which is nothing apart from selling and buying stocks) attracts capital gains
Also the other charges are still involved like STT, etc along with fixed DP charges during sell.
I would rather purchase those same stocks from Zerodha and control them.
I'm in my 20's and lucky to have ankur warikko to guide me
Thank you so much
Want to meet u and work with u one day😊
Do you know his net worth?
@@Mohit-zn2rn i think u have to search this on google
@@mandarhardikar975 google doesn't give real answers
So make your net worth more than him and ask directly to him buddy👍
@@mandarhardikar975 haha ye kya baat huyi
Another good smallcase I had my eye on was - The Great Indian Middle Class - a great way to invest back in the companies whose products we've all grown up on
Are they giving good returns?
@@akashmunji Yup
I followed your background poster "Do Epic Shit" by directly investing in stocks and by chance now earned about more than 14% of interest.
Hi Ankur Sir, I am a PhD research scholar. Whatever question comes in my mind, your video explains it thoroughly. I never put my keen interest in investment until my bro told me....I keep your statement as my take on investing that is..,,"INVEST AND HOLD". Idk what actually expertise says about your online videos but for a beginner like me, I really get to know many things. I appreciate your simplest way of explaining all pros and cons building a confident quotient in an individual.👍
Beautifully explained 👏🏻
big fan palak
Can plz share we get divided ?..
Great for you,using hard earned money investing instead of wasting them on luxurious show off
Nope he's smart
Tum tarak mehta m jo aati ho vo ho kya.?
Just to add...
Smallcase charges a one time fee of Rs. 50- Smart Beta Smallcases and Rs. 100- other Smallcases (GST exclusive) which I feel is reasonable in the long run because the portfolio rebalancing is taken care of automatically.
PS: That adorable smile after, "main bhi aapki umar ka hoon" ❤
Is that means that if we buy lets say equity and gold of Rs.240 then it will charge around 300 for the first time ? Is it refundable in the future?
@@Aditya-zf7wq 1 portfolio pe 100
I believe it’s for Zerodha only. For the others, the rates may vary
Its for zerodha only. For other brokers you have to individually pay for buy and sell charges as you do in real stocks
I see charges for any type of small case is 108 rupees flat. You can see that in your fees section in the app. Am I right? Also, a query- am I also paying DP charges while selling ? ( My broker is zerodha)
INVESTING IN CRYPTO NOW IS VERY COOL EXPECIALLY WITH THE CURRENT RISE IN THE MARKET NOW.
The rich get wealthier as they trade, the poor remain and get even more poorer because of skepticism and fear of taking risk,
The fruitfulness of your trading lies on the account manager or the expert,
I have made voluminous profits in forex through the help of expert Norwood Bryan.
Well, this not my first time of seeing his name on social platform,
I think he's extremely brilliant and lucrative at same time,
Ankur, never knew about small case until I came across your video. I have been investing in equity for about 4 years now buying individual stocks. I think small case is very interesting and will start investing in small case. Thanks a ton Ankur.
Thank you Sir, seems like you reading minds of millions of us, and making the video just at the right time 😊
I think SmallCase has made Mr.@warikoo it's Brand Ambassador 😒. Just Promoting their product and losing the motto of the YT channel.
Feeling like I am on the path of becoming Warren Buffett after watching this video. Kudos to you Ankurji 🙏
Ghanta🤣
@@chillndie lol
Being a newbie, I was literally breaking my head of I should dm you if you'd make a video on this. Now all that I could say is, Thank you ❤️
Thanks Ankur for the video. I have started investing in gold, crypto by watching your videos. Now I will start with smallcase too. Much appreciated. I am thinking of long-term too.
"Top 100 stocks" is another smallcase that is good for beginners too. That's my opinion.
Can't wait for Monday to start Investing. Seriously never thought I will look forward for a monday😆
Edit: Those who didn't get what I wrote. On weekdays only from (9:00 a.m to 3:15 p.m) we can invest/buy a smallcase
I have zero knowledge about stocks, mutual fund or portfolio investment etc before watching your video. Now I have developed little bit about these.But I have eager to know from basics to everything about stocks and all so that I could become a sincere investor in near future. Please suggest me some basic books about all these. I am 35 years old and a teacher by profession.
Wish I had these videos of yours in my 20s but It's never too late. Earlier I used to invest just in SIP & Physical gold but now it's distributed in Debt & Equity as well. Thanks for all the guidance :) God bless you!
First thing first, you are an amazing human being. You are doing a homework so that you could upload such content which can benefit many of our youngsters and even others. And all this you are doing it selflessly. Just to benefit others with the knowledge and the guts you have towards the opportunities of investment we have today. Hats off. There is nothing hidden its straight and simple information. Thank you Ankur ji. May you always be happy and healthy. Cheers!
मुझे आजतक कुछ इन्वेस्टमेंट के बारे पता नही था, लेकिन जबसे अंकुर सर को join किया है तब से मेने बहुत कुछ जाना है । So Thank you so much Sir for teaching and helping young bloods ✌🏻
Mera bhi yahi same haal hai bhai ☺️Maine bhi sir ko dekhne ke baad hi investment start ki Hai sir is brilliant ❤️
Brilliant sir !! I have 2 credit card at the age 22 and I'm working from the age 17n and now i have limit 70000 (combined) use use bhi nhi krta tha but apka video dekhne ke baad invest krna start kiya aaj 34 days ke baad meine extra 12000 extra monthly earn kiya......thank you sir !!
hey!!
I am 31 and today i bought my first share which is HDFC BANK and also invested in ALL WEATHER INVESTING smallcase.
It is all because of you and your wisdom. Thank You warikoo
At 10:24
Ankur : tuk, tuk, tuk, tuk, tuk , tuk
Baadshah : Jaldi Jaldi Rap Bana isko.
Hahaha
@@warikoo sir please make video on investment in ETFs.
@@warikoo ye warikoo kya hai sir?
@@Spartan..... surname
Tuk tuk, tuk tuk, dekhat hai.. Lambi gardan dekhat hai... Kukud mukud kud khodat... Jane kya ye sochat h
thank you now im 17 years i will definitely do this for my growth
Best of luck!
@@warikoo So smallcase charges a certain flat amount in the start of registration. Is that the only amount I will pay for my whole journey with smallcase?
Is there no commission or anything?
Really enjoying learning from your videos, sir! I am thinking of investing in Smallcase too, however am having some concerns regarding the charges involved during rebalancing. Moreover, unlike Mutual funds for which we have various sites to validate their performance and learn about all the ratios involved, I couldn't find such sites to evaluate Smallcase. If you could explain about all the charges from buying and selling to rebalancing in another video of yours, it would be of great help for all of us.
You are doing really great at spreading Financial Literacy among the people!
Thank You.
Who is the founding co of smallcase? are they registered by SEBI? what is the commission for example of one lakh invested for 5 years? SmallCase return and reasons for future good return?
*Despite the economic crisis, this is Still a good time to invest in stock and Crypto*
The rich spend less and invest more,
Investing in these economic crisis will be one of the best thing to do,
You're right I think stock and Crypto are the best to invest right now☺️
As stock's are good but crypto is better
I wanted to trade crypto but got confused by the fluctuation in price.,
Ankur warikoo: me to avi buda ho gaya hu
Also ankur warikoo: me aphi k umar ka hun😂😂😂 take it as a joke
A lot of appreciation for your work sir
He meant, umar in thinking, Investing, taking risks and understanding market not just investing in FD, jewellery and property joh mummy papa k umar wale karte hai
just to let everyone know as Warikoo sir said to share the experiencess we got so far on smallcase, last year i immediately knew the only sector which gonna sustain will be the IT sectors in next 5 yrs+ since most people working from home, I invested on the smallcase named "IT TRACKER" and damn, ultill now it just grew at a cagr 23% ❤️ go ahead i wud suggest if u r okay with moderate volatility..
What a Finish to the day 😍.. I invested in stock market for the first time today, after watching hell lot of videos and educating myself, was confused with Small case, and here the King is to solve the riddles.. thank you so much ✌️🤗
Yay
why were you confused earlier regarding smallcase
I have been trying to figure how different investments like mutual funds, stocks, cryptos are taxed. There is a lot of information available on how to invest and not enough on how the returns get taxed. It would be extremely helpful if you could make some videos on taxation:)
If you understand malayalam, watch the video of Sharique Samsudheen regarding tax filing for capital gain and loss.
Reffer channel fin time!
if you sell your mutual funds after an year then long term capital gain which is also exempted if the gains are less than 1 lakh
anyways if sold in lesa than 1 year then stcg @15%.
so it is reasonable to hold for longer duration.
this is for equities, which I think you should be in to maximize gains.
Seconding this. Looking forward to hearing from Ankur on this :)
Exactly bro... I feel the same @warikoo
I am just waiting to be 18 yrs old and start trading ASAP.
Pls pray for my future I want to be a businessmen.
🙏🏻🙏🏻🙏🏻🙏🏻🙏🏻🙏🏻🙏🏻🙏🏻🙏🏻
Hey Ankur! I am in my final year and my job will start in a few months. Your videos motivated me to learn more about investing! I am really excited to start investing right from my first salary! Thanks a lot! Please make a video on how to plan and invest specifically to buy some stuff like a car or a house.
Today watching on time. :) Had been missing on Warikoo's Wisdom 🙏🚀
Hey Ankur you didn't address the charges that smallcase take for preparing these basket. Also I find this as good as mf cause they both seems to charge same portion of investment.
Big fan Manish sir. You are doing incredible job. I am currently 17 years old . Your tweets are so much inspiring. This pandemic taught us whether our leaders worry for us or not. Hence after achieving my dreams i want to start political party may be during 40s with smartest brains like you , ranveer bhaiya ,ankur sir , kunal sir and many more..
Took a long break from investing, now back on track. Beautifully explained what was needed. Thanks
In the case of value and momentum smallcase, when we sell the stocks that have stopped rising, would we have to reflect the profit made as capital gains, or does the money remain in the demat/brokerage account ?
One more gem Warikoo - I wish to see charges with examples too
New more new learning -- "मैं आपकी ही उम्र का हूँ ...." :P
I think many of the viewers have taken screenshot of your Zerodha A/c😉
Btw You are the inspiration for the young bloods 🤝
all orders are from smallcase
Those are orders tab, not holdings tab. 😂
@@VarunKaushik18 we can stills he has about 400 ITC shares 👍
The Best learning from this Video is Ankur Sir Owns 1 Stock of YES Bank
Ankur, u should have mentioned about the smallcase investing fee (rebalance, SIP, manager order etc) and other charges by the brokers like zerodha. Apart from exit load. They usually charge other fees
Thank you so much for this Video , I invested in Value & Momentum Small case a few days ago , After seeing your recommendation feels I made the correct choice :)
i didnt knew it requires us to subscribe as well
Your videos are just wonderful. I am earning from last 3 years but I never started investing. But now...I am going to do this. Thanks.....🙏
Excellent explanation
I have opened small case account with Zerodha. My first investment SIP can be seen in Zerodha portfolio but second and third SIP can't be seen in zerodha portfolio
Thank you sir for bringing back to back most wanted videos❤️
I think SmallCase has made Mr.@warikoo it's Brand Ambassador 😒. Just Promoting their product and losing the motto of the YT channel.
@@vinaytamta7958 Its nothing like this Vinay. He is always trying to impart knowledge and he has videos on several other topics. If you watch him regularly you should know he likes product oriented investing cuz it gives you proper interface and medium to invest. He is just trying to help us by telling abt something that is a really good product
SIR, You explain very well in video but i want more knowledge about smallcase charges, how to sell ? Please do 1 video detail of smallcase video
First you will invest through small case but when you give charges of it.... you think if i gives charge than i cannot learn its have very hidden charges i used than i exit. Attend malkansview class it is very fantastic, easiest
@@dharmrajchoudhary8160 Can you please explain what kind of hidden charges you are talking about.? Thanks in advance
@@dharmrajchoudhary8160 can you please explain in detail about charges? How its calculated?, Is any recurring charge applicable?
Its been 3:00 AM but ankurr kept opened my eyes to realise what shit I was doing for these long years ❤️
What shit you were doing bro ?
@@240815vinay 😁
Then this time Do Epic Shit !!! 😎
@@debasishbhattacharjee9329 Sure brother ❤️🤧
I or may i say WE can't thank you enough, a fantastic channel, which helps us grow and rise, and that too we are getting it for free, amazing explaining skills, I wish I knew all this in my teenage, I hope you grow and wish all much positive power and energy, lots of love.
Tak tak tak tak tak.. aur humne bhi kiya humara 1st investment.. thank you very much sir for ur guidance and explaination.. keep up the good wrk.. God bless you.
My favorite smallcases are CANSLIM ESQUE AND GROWTH & INCOME ITS HAS GIVEN ME GREAT RETURNS.
You did not told about the hidden flat fee they charge when buying a smallcase.
It is somewhere around 100rs regardless of the capital
Correct
It’s peanuts for expertise they offer
@@NA-vt6mz Only if your capital is large
The Best learning from this Video is Ankur Sir Owns 1 Stock of YES Bank 🤣🤣
Sir you are so nice teacher and best for the new age investors. I will have to explain it in detail to my wife but still I can’t but now through your video I can . Love u sir and Hats off to you sir🙏👏🏻
Hello Ankur,
This will be my first comment on any youtube channel(maybe not first, but for me a meaningful one).
I really like what you have done with your life and what you are currently doing with your life. The startups which you have created and the decisions which you have taken in as early in your 20's to come back to India, dropping your Ph.D. is something that makes me follow you more because of the decisions and the type of person you are. These videos which you create have really made an impact on me.
I started following you a few months ago and the way you connect with people is amazing. I really wish to see your videos on a daily basis.
Thank you for all your content and advice which you provide. :)
At last I would like to ask that how is this comes to your mind, like how you choose a topic and then come up with this content?
Wow, you presentation skills are amazing. Thanks for keeping in Hindi my parents can learn and we can have conversation with them. Thanks Ankur
My brother invested in weight and investment during covid19 era and at end of 2020 he got 39% return
39% return in one year is no biggie. It's the CAGR that gets compounded over several years that creates massive wealth. So if your brother can get a 39% CAGR (which is more than Warren Buffett's CAGR of 19) over a period of say 25-30 years. Then he would inevitably be one of the best investors in the world.
sir you are not good..........
you are marvellous,outstanding,brilliant❤❤❤
I can't thank you enough sir. I think i am ready to take some risks when i have a great mentor in your form. Thank you so much for explaining everything in the easiest way possible.❤️❤️❤️
Done my frst smallcase investment(equity n gold) today in my 30's. Thanks for the insights for this nee technology.
Sir all smallcase charges are not mentioned like month charges, buying charges, selling charge?
How to analyse small case ? Please make a video on it
Hello Ankur,
Great video! Very clearly articulated!
While choosing to invest in a Smallcase, I'd like to ask how to decide whether to go for a SIP or a Lumpsum? I'm sure there is more to this than just getting into the discipline and habit of investing!
For the smallcases which have a low minimum value amount, I think SIP would be better (correct me if I'm wrong) but I get confused when its the high minimum value smallcases!
Please guide me with this clarification!
Top 100 stocks by windmill capital..
Minimum capital 2182..
3 year CAGR 19%
Medium volatility
Last year I opened a zerodha account and I was afraid to invest. Now I think I should try with small case. Thank you for useful AV..
Watching your videos sir .. literally it's the best decision I have ever made ....🖤
Smallcase mera favorite kyun hai?
Honest Answer: Kyunki unhone ye video sponsor kiya hai aur affiliate link bhi di hai jo description me hai
😂100%
Cleary explained. Thanks a ton for it, Warikoo! Can you make another video on the withdrawal process of smallcases?
Exactly.. i was just thinking about the same as soon as the video ended... ;-)
I have just started investing in small case and following your advice, learning steadily from your videos. Thanks Sir,
thank you for doing what you are doing. before this day, I had zero to little knowledge regarding investments, but now I am actually learning. beautiful video!!
Hi Ankur,
Thanks for the video.
Queries:
1. Dont we have fund managers here too and they try to maintain the ratio, beat index or maintain cagr similar to mutual fund?
2. How about theme/sector based investment:eg: auto, IT
How does small case works on this or self made categories?
-Manoj
Dear Sir,
First of all thank you very much for all your basic informative sessions which anyone can understand easily ! I know "Thank you" is not enough when it compares with your presentation, preparation, dedication & delivery. But I want to say thank you so much for all your altruistic sessions ! 🤝❤️🙏
I'm having one question here about smallcase. May I eligible to enjoy stock bonus/ stock split/ dividend when I am investing via smallcase?
Mai aphi hi umar ka hu...
We never feel you are 40 until and unless you explicitly mention it.
Thanks for sharing this video 😊
Thanks a lot, Ankur i absolutely had no idea about this product, though I had heard about it, never knew the use case scenario, simply awesome
Just started the journey with Smallcase as I was as sceptical as u before. Its a great idea to invest into the vast universe stock market. However, one thing I would like to state about Selling is that if you sell through Zerodha what you bought through Smallcase will disturb the balance of the portfolio. It is always better to buy/sell from the platform one uses. That is why there are the option of Rebalancing. What say you....?
You should have mentioned the cost and charges for smallcase as well when you mentioned MF's expenses etc
@@warikoo7040 fake profile
Its mentioned under FAQs of SMALLCASE
we love the way you imprint things/facts on mind.
With respect to analogy of MF expense ratio, isn't this splitting that charges into 2 parts..
1. Smallcase charge
2. Demat account charges (rebalancing will incur transaction charges)
At the end how effective it is ?
Very much because you will eventually beat the market
What are smallcase charges???
@@hrishikesh07m You don't beat the market. Smallcase could never. Only less than 20% MFs have ever been able to beat the market.
did my first small investment today watching your video Ankur.. Im a little shaky but i think it will be a good journey
Namaste sir it was amazing I am retired I am into share investing since 25 years made very less money
After watching your video I have opened account in zerodha
Now I can invest two lakhs one shot
Pl recommend
Hi Ankur...Thanks for explaining the things in such a lucid manner ,regardless of the content. My query : If I create a smallcase and make a one-time investment of say INR 10K ... Am I allowed to come back and make another INR 5/10/20 K investment at any point of time in the future ? Actually , I would prefer to invest based on my liquidity and not via SIP
DO EPIC SHIT 🔥
Brilliant video
Question - Doesn’t smallcase also have a one time transaction fee (through broker ). If that is say a flat Rs 100 for a smallcase transaction doesn’t that make it more expensive than a mutual fund (for comparison sake )
If you invest less amount say 1000 then 100 is 10% fee but if you invest like 20k+ then it's just 0.5% so better do lump-sum only
Balkrishnan industries - 1
Infosys - 1
Wipro - 1
Tata power - 3
Trident - 5
I've created this smallcase for a monthly sip of 5000
Can you review and tell me any changes that's required?
hm mutual funds men bhi dekh sakte hai amc kis stocks men invest krte hai.
exit load in general 1 year tak rehta hai.
But I agree ki hm yhaan chota portfolio hold krte hai and better control rehta hai.
Thank you sir for this education to young generations.
Excellent video - yahi chahiye tha \m/
Sir please make video on ETFs. You told long ago
What are the tax implications of the interest earned? If I fall under 30% bracket, do I need to pay 30% tax on every rupee earnt from small case interests?
@warikoo, I have a few questions.
What about the taxation element when the Smallcase rebalancing happens which includes automatic selling and buying of stocks? If it happens multiple times a year, we will be liable for a lot of STCG, isn't it? Wouldn't it reduce the actual returns that we'll get?
Also, what about the transaction fees for each investment we make through Smallcase?
The Transaction fees depends on your broker (Eg Zerodha or Upstox). You have to have a Eagle point of View. Tax is on the stocks and not on the portfolio, if in your portfolio if the stock is bought and sold within 1 year then STCG and if the stock is there more than a year than LTCG. Taxation has nothing to do with Smallcase but on the stocks you own
No one talks about charges on buying smallcase basket, rebalancing charges or SIP charges
How much is the charge if I'm doing a monthly SIP?
To be honest, the video is incomplete as it doesn't cover the fees involved
@@VivekGawande1 can you please explain about it in detail? i am sure it will help a lot others including me.. thanks
@@revmachine2662 even I don't know the pricing. But the other comment said it varies and for zerodha it's around 50-100₹ for one small case
@@VivekGawande1 so if you have 10 changes in portfolio it will charge 20rs per change of sell order and same for buy order. Depends on vendor used and frequency of updates for eg momentum case updates weekly, some quarterly.
Ankur sir
Ek confusion hai
Jab bahut sare videos mein maine yh suna ki ' hame sahi price pe koi stock milte hi invest kr dena chiye aur long term k leye chor dena chahiye ya fir kuch log downtrend mein correction ya kahe sell/buy kar skte hai jo ki kabhi kabhi esa hota hai, saal m 1 baar lagbhag '
Par small case ke concept mein rebalancing har 3/4 mahine mein hota hai ya fir jada frequently bhi ho skta hai - ese mein rebalancing ki wjh se charges bahaut jada ho jaayenge, 1 saal mein 4 4 rebalancing.
Please ek regarding- 'prakash dalye'
Thank you
I am 22 nd Going to start my investment journey 💗
Thank you for your guidance 💗💗
who manages the smallcase once its in demat, do we need to sell the stocks manually ? or they do for us.
Thats the difference between Mutual Fund and Small Case Concept. SmallCase is like a Friend who will recommend you the portfolio of stocks and purchase it also using your login, uske baad aap jano kya karna uska :-) That is what I got from video, rest I need to explore as well.
Aapko sunne ka plus ye hai ki aap apne har shabd ko samjhane ki koshish karte ho jo thode tough ya kuch logo k liye new ho sakte hai .🙏 Tabhi video acche se samajh pate hai
Colour Grading is on fleek Ankur!💯
i am only 15 and very impresses and very solved by problems of starting investments.
Thank you very much
Each point is explained well , And iam clear exactly what does small case means,thanks for it 👍