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Invest in Smallcases with Anupam Wealth

Curated Portfolios, Direct Ownership

Smallcase is a modern way to invest in thematic portfolios of stocks and ETFs that reflect ideas, strategies, or market trends. Unlike mutual funds, when you invest in a smallcase, you own all the stocks directly in your demat account and continue to receive dividends in your own bank account.

At Anupam Wealth, we distribute leading smallcases and will soon be launching our very own curated smallcase, designed exclusively for our clients.

Why Choose Smallcases?

Direct Ownership
Shares are held in your demat account, giving you full control.
Dividend Benefits
Dividends are credited directly to your bank account.
Thematic Investing
Invest in portfolios based on sectors, strategies, or market trends.
Transparency
See every stock you hold and its weight in the portfolio.
Flexibility
Buy, sell, or rebalance anytime with just a few clicks.

Ideal for Retail Investors

Smallcases are best suited for:

  • Retail customers looking for transparency and direct stock ownership.
  • Investors who want long-term wealth creation through simple and structured strategies.
  • Individuals seeking easy diversification without having to pick individual stocks.
  • Beginners who want to start their equity journey with curated portfolios.
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Smallcases with Anupam Wealth

Access to Top Smallcases
We provide distribution for popular smallcases across multiple themes.
Our Own Curated Smallcase (Coming Soon)
A tailor-made portfolio created by the Anupam Wealth research team.
Expert Support
Guidance on which smallcase may suit your goals (wealth creation, sector exposure, thematic play).
Seamless Process
Easy onboarding and execution through your demat and trading account.

Smallcase vs Mutual Fund – What’s the Difference?

Ownership
In a mutual fund, you own units; in a smallcase, you own stocks directly.
Transparency
Mutual funds disclose holdings periodically; smallcases show real-time holdings.
Dividends
In mutual funds, dividends are reinvested/distributed; in smallcases, they come directly to you.
Flexibility
Smallcases allow easier rebalancing and control.

Start Your Smallcase Journey with Anupam Wealth

Whether you’re new to stock markets or an experienced investor, Smallcases with Anupam Wealth provide a smart, transparent, and flexible way to invest in equities.

Discover curated smallcases today and stay tuned for our exclusive Anupam Wealth Smallcase launch!

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