True cost of Smallcase Investing EXPOSED | Ankur Warikoo

Подписаться 4,5 млн

Просмотров 486 тыс.

0% 0

Do you want to invest in stocks yet don’t have the time to research?
I know I don’t know how to, and I’m not an expert in it either!
Thus, I rely on the Smallcase investment strategy, which picks stocks based on groups - a category, a holding company, the growth ratio, the dividend ratio, etc.
This helps me rely on the advice of experts, and picking my own portfolio without putting in the research.
However, that research of experts comes at a price, and there are three types of charges that are deducted when you make investments through smallcase.
I will walk you through all three investments, how, when and how much of those are deducted, and a uniquely wonderful way to invest in a Smallcase of all smallcases :)
W.e.f. 21 Nov 2022, there has been a change in charges of Smallcase, which you may revisit here: bit.ly/3UHS71O
Here are the smallcases, I spoke about in the video:
1. Straight Flush: windmillcapital.smallcase.com...
2. Value and Momentum: windmillcapital.smallcase.com...
3. Brand Value: windmillcapital.smallcase.com...
4. Low risk smart beta: windmillcapital.smallcase.com...
To understand more about Smallcase, you can check out my other videos here:
What is Smallcase: www.youtube.com/watch?v=E0kTi…
My Smallcase investment strategy: www.youtube.com/watch?v=vMLh1…
Earn Passive income through stocks: www.youtube.com/watch?v=PbbAG…
Pick stocks and forget about those: • LONG TERM INVESTING ke...
Invest in stocks with no research: • Invest in Stocks with ...
Here are the two small cases I personally invest in:
Smallcase Weekend Investing - Mi_NNF10 - link.smallcase.com/BtqsTL4VPgb
Smallcase Capitalmind Momentum - link.smallcase.com/e/U0oH9UOgocb
Click here to subscribe to my RU-vid channel: shorturl.at/bizNX
-------------------------------------------------------------------------------------------------------------------------
My bestselling books:
‘GET EPIC SHIT DONE’: ankurwarikoo.com/getepicshitdone
‘Do Epic Shit’: ankurwarikoo.com/doepicshit
My gear for shooting this video:
🎥 Sony a7III camera: bit.ly/3M42wAV
🎬 Sony FE 24-70 f2.8 Lens: bit.ly/3KCCiF0
🎙️ Shure SM7B Microphone: bit.ly/3O1NAVA
🔆 Fill Light 60W: bit.ly/37aJolP
💡 Key Light 150W: bit.ly/3O9nyjs
📽️ Benro IT15 Tripod for Sony a7III camera: bit.ly/3O4PvJ1
Useful links:
20 books for your 20s: bit.ly/WarikooBooks
20 online courses for your 20s: bit.ly/WarikooOnlineCourses
Gadgets that I use: bit.ly/WarikooGadgets
The above links are on Amazon.
If you buy any of these using the above links, I stand to make affiliate income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L and in 2022 we contributed 53L.
Let’s connect online:
🎙️ My weekly podcast Woice with warikoo (Spotify): open.spotify.com/show/1g7wpoq...
📩 My weekly newsletter warikoo Wanderings: ankurwarikoo.com/newsletter/
📱 Instagram: / ankurwarikoo
🐦 Twitter: / warikoo
👨🏻‍💻 LinkedIn: / warikoo
😄 Facebook: / awarikoo
🖋️ Daily Blog: ankurwarikoo.com/blog/

Опубликовано:

29 окт 2021

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 1 тыс.

@warikoo 2 года назад

Here are the smallcases, I spoke about in the video: 1. Straight Flush: windmillcapital.smallcase.com/smallcase/SCMO_0007?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false 2. Value and Momentum: windmillcapital.smallcase.com/smallcase/SCMO_0010?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false 3. Brand Value: windmillcapital.smallcase.com/smallcase/SCNM_0007?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false 4. Low risk smart beta: windmillcapital.smallcase.com/smallcase/SCSB_0003?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false You can open demat account on zerodha using this link zerodha.com/open-account?c=ZM… And start investing in smallcase through this link: link.smallcase.com/q0APd9Z6ffb Here are the two small cases I personally invest in: Smallcase Weekend Investing - Mi_NNF10 - link.smallcase.com/BtqsTL4VPgb Smallcase Capitalmind Momentum - link.smallcase.com/e/U0oH9UOgocb

@alexchaudhary8552 2 года назад

Sir, how can a non-indian enter into Indian Stock Market?

@anasqureshi4653 2 года назад

Isshe video ke filhaal sabse zayda zaroort thi :)

@dineshicg 2 года назад

Brilliant…thanks

@afsar2hot 2 года назад

when did you start investing in Momentum Strategy for the first time With Capital Mind Momentum???

@mayankgovindagrawal5849 2 года назад

I will recommend you to learn about charges before making video yourself. CDSL charge per scrip not per stock.

@nileshdeshmane1349 2 года назад

The reason it's expensive is because these regulatory charges will be charged to you at time of purchase rebalance and exit of small cases. Which leaves you with very small return or no returns at all. Hence I feel it's an expensive solution. Sorry to be vocal in thoughts.

@akashekhar 2 года назад

Other than the one time 100+GST and subscription (which is optional) charges, all other charges are levied by the broker, even if you don’t use Smallcase.

@vishalj27 2 года назад

I think they are not for investing a small amount. It will give a good return if the invested amount is in lakhs or crores.

@SS-ex5on Год назад

Wrong

@asifkhan3272 Год назад

Sabse bada charges manager fees he 2k to 3k for 3 month and 6k for 1 years of buying small case

@shivangsingh8810 2 года назад

I'm 18 years old and in my first semester of college. Thanks to you I knew about smallcase from 11th standard. And I am happy to share that I invested in my first smallcase on Diwali and also in my first stock. Though it was from the money I got from my father. I hope that I can invest much more in the future with the money that I earn on my own. It would be very helpful if you could share how one should plan ones retirement and how to build a portfolio of investments diversified in all asset classes.

@somusamba6118 2 года назад

Buying stocks on any festival is the most dumbest thing anyone can do.. good luck

@lokeshkumar-dq7yl 2 года назад

@@somusamba6118 If you can't advise young people without sarcasm, nit picking, don't do it then.

@ShashiKantSinghPrayagraj 2 года назад

All the best for the future ahead.

@manishpoudel7466 Год назад

Are you buying one small case againand again or you are buying a new smallcase everytime

@shubhingh Год назад

Instead of investing money in stocks, invest in yourself, your learning and your experiences. If you invest well enough in yourself you will have enough capital to invest. Generating 50% of return with just 5000 is not worth much but same return on investing 50000 is worth something. Investing in yourself can make the difference of being able to save 5000 and 50000 that you can put in stock market.

@misaayuzawa2103 2 года назад

Thank you so much Ankur, for taking the time and effort to make this. I started my investment journey after I binge watched your videos. Safe to say you've helped make investing more accessible to the younger gen, while helping navigate through what a beginner might have thought to be too difficult and risky.

@darkknight4205 2 года назад

Hi Ankur, First of all, thank you for creating such amazing content. Your videos are entertaining, at the same time they teach us a lot about managing our finances carefully. I have recently started my investment journey, and came to know about Smallcase through your videos. I have a small question about the All Weather Investing smallcase - how is it's liquidity situation? I mean, if someone wanted to sell his/her holdings in this smallcase, what are his/her chances of finding a buyer readily? I have the same question for all smallcases containing ETFs.

@dnyaneshsutar2005 2 года назад

Everything will change but nothing will change is "EXCEL EXCEL KHELTE HAI"😂

@rahulchakraborty8916 2 года назад

Really, fantastic content!!! This guy is a gem! What a clear presentation of such a complicated issue! 😊😊👍👍

@rahulchakraborty8916 2 года назад

@WHatsApp ➕①⑨②⓪③③③②⑦①②‬ Sure sir, I definitely will! So glad to see your response and concern. Namaste! 😊😊🙏🙏

@LoveYouEnglishLessons 2 года назад

I love listening to you. It's a kind of ritual now. Keep educating.

@nalinithaker9862 Год назад

Thanks Ankur. Key point missed is how long to remain with the small case and procedure to exit or transactions among smallcases

@anvesh87 2 года назад

@<a href="#" class="seekto" data-time="615">10:15</a> Demat charges per stock (irrespective of quantity/shares sold on one day) when you sell is Rs.13.5 + GST. However, @<a href="#" class="seekto" data-time="720">12:00</a> Sir erroneously says this charge is per stock sold, and will increase with no. of shares. It is flat Rs.13.5 + GST per scrip in actual.

@hardikshah580 2 года назад

Could you please elaborate this!!

@jisnudeepmandal 2 года назад

May be he meant SCRIP by stocks

@jisnudeepmandal 2 года назад

@@hardikshah580 When you sell a delivery stock you have to pay the charges to the depository i.e CDSL OR NSDL This amount is charged per scrip (i.e company) not on the number of stocks For example, let's say, you sell 1 ITC share and 1 BPCL share, then you'll have to pay 13.5 + 13.5 = 27 But, if you sell 2 ITC shares, you'll have to pay only 13.5 That means, more the number of companies, more you pay. In my case angel broking charges me some amount in addition to CDSL which costs me something around ₹23.5, don't know about zerodha or upstox, I said 13.5 bcz Ankur said so in his video

@warikoo 2 года назад

You are right. Sorry for the error

@kanavgupta4930 2 года назад

really i was also thinking the same..... if there is 13.5 per stock then its so much costly but in reality it is just based on company... plzz correct me plz if i am wrong like if i sell 2 dmart stock in a day only then i have to pay 13.5 only but if i sell the 2 dmart stock on different days then i have to pay 13.5+13.5 = 27 rs

@nileshnagare7447 2 года назад

We need to consider Short Term Capital Gain Tax if rebalancing is done within year or LTCGT if rebalancing done after year. This tax is not applicable if fund manager does rebalancing in Mutual Fund or it's distributed among all investors of MF.

@2056deepak 2 года назад

I was just exploring smallcase yesterday and was ready to invest. This is such a helpful video to understand what charges you will pay. Thank you Ankur !

@sudiptaghosh7155 Год назад

Excellent piece... loved it. Commission and charges are generally missed while investing. Focus is always on returns. Thank you so much Ankur.

@nikhilgaur2832 2 года назад

Hey Ankur, great video once again. Can you please make a video stimulating some years investing in a smallcase, assuming the period of rebalancing and calculating the net capital gain we would earn after all the charges (all three that you've mentioned in the above video) as well as taxes (STCG (after rebalancing) and LTCG). That would br really great and helpful. :)

@warikoo 2 года назад

Sure. Soon

@rmisaluja 2 года назад

I too wanted a similar kinda video Ankur. Thanks a lot for all your videos. I have finally started to think about investing after watching your videos.👍

@FreeThougghts5862 2 года назад

@@warikoo yes warikoo please tell us about net return we get after short term capital taxes paid in another video.

@zeultimo 2 года назад

@@warikoo is it time?

@zeultimo 2 года назад

Oops, not in a hurry, especially when you have a jam packed schedule as you have the Vipasana getaway [rather get closer to yourself] from the 17th Nov.

@indrajeetniture1632 2 года назад

Video is great with good explanation. But just small correction, DP changes are applicable per sell order not on per share. If u sell 1 share or 1000 in single order it will charge 15.93 rs on zerodha as DP charge for holding sell........

@mohammedshadab769 2 года назад

Zerodha has zero brokerage for equity delivery check zerodha calculator

@indrajeetniture1632 2 года назад

@@mohammedshadab769 Yes you are right 'no brokerage'. But DP charges are not kind of brokerage. When you sell holding they will apply this hidden charges. Please check your statements when you sell your holdings.

@lokeshsinghallife 2 года назад

This conversation helpfull thnks

@roadrunner0072 2 года назад

@@indrajeetniture1632 DP charges are selling charges by the broker. If you don't want to pay it, don't sell😂 And it's common for all Brokers

@ggmittal 2 года назад

Inderjeet Ji, thanks for the clarity. 🙏

@Devdebashis 2 года назад

Very much awaited video.

@mayurbanta 2 года назад

Hi Ankur, I started using Small case after watching your videos. Thank you very much. Is it possible for you to create a video on Mutual Funds expense ratio charges with your magic on Spread Sheets.

@Villainouspanda 2 года назад

Just an update, OTF charges are now changed on Smallcase. Its ₹ 200 + 36 (GST) & for transaction below ₹ 8000, it'll be 2.5% + GST.

@pradyumnas7068 2 года назад

hi @dhruv walia, this Otf should be paid once in a lifetime or paid for every small case bought? i mean do we need to pay 236 rs for each small case?

@Villainouspanda 2 года назад

@@pradyumnas7068 Yes, OTF will be charged for every separate smallcase. However, if you bought a smallcase and then invested some more money in same smallcase later, you won't be charged OTF again.

@Villainouspanda 2 года назад

@Wàrłkoo FAKE ACCOUNT 😂😂

@pradyumnas7068 2 года назад

@@Villainouspanda thanks for the info

@shreshthasahay6739 2 года назад

Thanks a lot! This was a much needed video!

@ravigoyal1523 2 года назад

Hi Ankur, thanks for the information. Will I get dividends for the stocks purchased in small case?

@rahulchatterjee4684 2 года назад

Ankur I’m so glad that you made this video. This is something none of us ( or probably most of us) have no idea about. Extremely detailed & explained with lots of ease. Thanks for your hard work & for spreading some valuable information ℹ️

@swapnil.agrawal 2 года назад

Since I have already an smallcase for which I have paid subscription, Why can’t smallcase show actual returns deducting all taxes+ subscription + small case fees. This will give more realistic overview to investors on the exact/actual returns they are getting from an particular smallcase.

@chetan3847 2 года назад

in terms of charges what do u think is better? MF or Smallcases?

@priyaverma7976 2 года назад

I want to start smallcase investment, can you please tell if we change subscription type, what happens to the previously owned stocks which were bought by previous subscription

@chetan3847 2 года назад

@@priyaverma7976 you track and handle that portfolio yourself.

@priyaverma7976 2 года назад

@@chetan3847 okay, thanks for response

@deepanshu8795 2 года назад

Hey Ankur, thank you for such an informative video. Can you also share a list of high-paying dividend small cases(paid/ non-paid)?

@mrrishiraj88 2 года назад

Namaste, Ankur Ji!🙏

@sudhakarsivaraman4089 2 года назад

Hi Ankur, Thank you for the Details on Smallcase. Just a question, so if I have to invest in 3 smallcase themes, then do they charge (118 * 3 ) or is it only 118 irrespective of the no of smallcase we subscribe into.

@onceajordan Год назад

118*3 Now this fees is double

@ImRan_Ma1ik 2 года назад

1.5x is my default speed😊😊good to see someone recommending speed up👍🏼👍🏼

@pradyumnas7068 2 года назад

@Wàrłkoo lol

@LSS-AS Год назад

Just loved the way you explain,

@TheRedLotus.official 9 месяцев назад

Loving your content

@dheerajsharma1036 2 года назад

Hi Ankur, If you may please create a full playlist on RU-vid on how to do complete fundamental analysis of a company and how to pick correct stocks.

@AbhishekVerma-hx7rc 2 года назад

he clearly mentions in his videos he is not a finance expert,so no videos like selecting stocks will be made.

@dheerajsharma1036 2 года назад

@@AbhishekVerma-hx7rc Sure, got it 👍

@pradyumnas7068 2 года назад

@@AbhishekVerma-hx7rc can u please suggest a youtuber who does that?

@dheerajsharma1036 2 года назад

@@pradyumnas7068 Asset Yogi did that

@pradyumnas7068 2 года назад

@@dheerajsharma1036 thanks for the info.. 🙏

@akashtripathi__ 2 года назад

Hello @warikoo, If you so close to smallcase please ask them to implement this feature. If I create my own smallcase and in future I want to edit it i e remove a stock without selling my existing holding is not possible. Whats the use of creating my own smallcase if I don't have control over it to add and remove stock as many times I want Also I want to know can we maintain 2 brokers from single smallcase account

@PradeepSinghRajputOfficial 2 года назад

Agree. There are many aspects that Smallcase needs to improve.

@mohanch5413 2 года назад

Clarity given by Ankur & his Presentation styles are Excellent. I watch your videos frequently. Great Going Ankurji

@akrutagyat 2 года назад

Very neatly explained with great details, thanks.

@dhruvingala33 2 года назад

Hello Ankur sir , CDSL charges are on per script but not on per Quantity on sell of securities. You may update these information as it is convenient to you! Thanks for the video!! 😁🤗

@tammywilson6030 2 года назад

Thanks~~~~

@nikhilpanhale 2 года назад

Yes correct, charges are not per stock. approx 16Rs charge for complete transaction ( No of shares not matters)

@krishna7862 2 года назад

If the user creates if own SmallCase then apart from the Transaction Charges & Brokerage Charges, are there any other charges? Since the user is the creator I believe there will no subscription Charges. Please comment Ankur Warikoo. By the way one more great video. I am literally confused of the charges for a smallcase and have been hesitant to invest. Thank you for the clarification.

@PradeepSinghRajputOfficial 2 года назад

You're right.

@mayanxoni 2 года назад

A much needed video!

@suhasdd 2 года назад

Surely these videos has helped will start using smallcase going forward.. thanks for the videos.

@sumitpandey9009 2 года назад

The only thing that annoys me about Smallcase is if I've made an SIP of 5,000 monthly, the day I'll have to invest on Zerodha, it might turn into 6,000 someday even 7,500. Depends on how stock market opened up. Never is 5,000.

@Ash-jh3gh 2 года назад

That's because stock prices increase or decrease and you can't buy fractional stocks in India. So minimum 1 unit of each stock

@sumitpandey9009 2 года назад

@@Ash-jh3gh I know. It just becomes very inconvenient in monthly budget planning of your savings when suddenly the installment increases by 3k-5k. Unlike a mutual fund where if it's 5k, it won't be anything else any month. Otherwise the smallcases are giving me good returns right now, even though the week was bearish.

@balu6u 2 года назад

@@sumitpandey9009 hi, may I know small case in which you have invested

@sumitpandey9009 2 года назад

@@balu6u Hi. I believe in a bit of stability + risk at the age I am. So Brand Value + Value & Momentum is what I've gone with. Unfortunately the first one is paid now I believe. But you can enter it when the sensex falls down. Till then, go with something else. All Weather is the safest as Ankur says. My reservation with the SIP stays though.

@pradyumnas7068 2 года назад

hi sumit , please tell me about subscription charge. suppose i subscribe to a smallcase at 2k/3months , i invest some 50k in it for 3 months. Then after 3 months what will happen ? i need to pay the subscription amount only if i need to invest more money in it right?

@Amir......... 2 года назад

You still doesn't talk about how every time rebalancing cost my return too.

@dumbfella895 2 года назад

Its self explanatory, in rebalancing you buy and sell stuff so when you sell stuff you have to pay those brokerage and regulatory charges

@makodad 2 года назад

@@dumbfella895 You are forgetting the capital gain taxes.

@ShivamJangra 2 года назад

@@makodad do you pay taxes if you keep reinvesting this money in the stocks and don't withdraw to your bank?

@rhlkhanna786 2 года назад

@@ShivamJangra Yes. Everytime you sell a stock it becomes a realised gain irrespective of the amount lands in your bank or not

@PradeepSinghRajputOfficial 2 года назад

Agree. Especially these momentum stocks, which need to be adjusted frequently.

@shenuforu 2 года назад

Thank you for covering the charges of smallcase sir. If I hold a smallcase, is there a way to know what was the interest earned for the total amount invested and all the costs (charges, tax, subscription etc) incurred in it. Kindly suggest how to calculate it ? Thank you 🙏

@edwinjoy2547 Год назад

Just Wonderful 🤩. The amount of research and hardwork you pour into your videos is mind blowing. Thanks a lot

@user-nl4yw6mc3y Год назад

⬆️⬆️✍️thanks for the comment .. Contact the What'sap line above for more information , and new investment plan..

@tinamoore5417 2 года назад

I am seeking some investment guidance. It seems like I am never able to identify trends, options always go against me, and I can't utilize scanners efficiently. I am looking for a simple reproducible passive income strategy that supplements my income and eventually replace my wage income.

@harrymehlburger3122 2 года назад

Get a coach that's the most ideal way to jump into the market these days.

@amirbrooks6530 2 года назад

@@harrymehlburger3122 But how does one get a reliable coach considering the heavy presence of scam in our media space today?

@tinamoore5417 2 года назад

@@amirbrooks6530 good question dear, how do we know good or fake coach?

@harrymehlburger3122 2 года назад

@@amirbrooks6530 It's a big concern for us all, however a name like Jeannette Michelle Monroe is exceptional. You can look her up online and subsequently contact her from there..

@tinamoore5417 2 года назад

@@harrymehlburger3122 Just researched her accreditation online and qualifications on FINRA and SEC, she seems really solid and i have sent her a mail already hopefully she replies soon enough

@gauravshaw8549 2 года назад

Ankur sir please make a video on WazirX.

@Carversal_Pro 2 года назад

Abhi sponser nhi mila na . Jaise ind money ka mila tha. Wazir x par to puri playlist he sir ki. Crypto masterclass naam ki.

@Funny_react88 Год назад

Padhh bhi bsdk

@debjyotiroy842 2 года назад

Hey Ankoor, Big fan !!! A small request, can you please make a video on small term long term capital gain charges and other details pertaining to that ? Thank you

@mansisahu8443 2 года назад

Thanks a lot!! Informative video!!

@aritradas2303 2 года назад

Hello Sir! Firstly thank you very much for teaching the concept of smallcases in such a detailed manner. I was sceptical about investing in smallcases but now I am certain that this is the best product for those who are novice in stock market. 🙏🙏 Sir I have just one question that if I do a monthly SIP in a smallcase then will the smallcase charge me the smallcase fee every month or only once?? Kindly if you could reply to this query of mine asap then I can start my investing journey... Thanking you once again. ❤️❤️

@aritradas2303 2 года назад

Thank You So Much Sir.....Loads of Love ❤️❤️ and Stay Healthy 💪💪💪

@user-HBD 2 года назад

@@aritradas2303 depends if its a paid subscription then yes. If its a free smallcase then, no.

@raginisharma9302 2 года назад

Can you really read my mind or what . This is exactly what I have been thinking about - thank you. So if one starts a SIP of small case then also , all charges except subscription would apply -is that correct?

@abhishekbhimani7838 2 года назад

Correct

@raginisharma9302 2 года назад

@@abhishekbhimani7838 thank you

@aratiraut453 2 года назад

Hi ankur sir, the way you explain is great and very easy to understand. Planning to do my first investment in smallcase but have 1 doubt what is good time to exit/close the particular smallcase

@narendrapatil3023 2 года назад

Nicely explained. Thank you.

@KINJANBHAVSAR 2 года назад

Hi Sir, Suppose if we do SIP of 3000, does they charge 118 Rs for each SIP + other charges?

@ashutoshpatnaik5977 2 года назад

no only first time

@udaychandra8234 2 года назад

Dp charges is fixed per delivery trade and it is 15.93 , it doesn't depend on no of stocks...if i buy penny stocks worth 10000 and may be it becomes many stocks then I may pay as the stocks I sold...kuchi bhiiiii, don't give information without proper information sir!

@udayjingare1664 2 года назад

Thanks for video... Can you provide clarity on what happen when subscription period ends...do we need to sell portfolio?

@shishirrao4483 2 года назад

Thanks for the video

@LearnerKJS Год назад

I think you may want to update this video or may be create a new one with clear examples(that you generally do to help the community as always:) ) with below changes in smallcase charges effective 21st Nov 2022. For every smallcase, a transaction fee of ₹100 (capped at 1.5% of the investment amount) will be applied when you invest a lump sum amount to your new or existing smallcase investment, effective 21st November 2022. For SIPs, a charge of ₹10 (again capped at 1.5% of the amount transacted), effective 21st November 2022. Any auto-SIP set up before this date will not incur this fee.

@puneetgarg8305 2 года назад

Sir Please Recommend Demat Account For Beginner Investors

@azharuddintantray 5 месяцев назад

Groww

@dhanushmenon4322 2 года назад

Excellent and informative video Ankur. Thanks for bringing this out. If you could kindly clear my doubt please. What if I subscribed to a smallcase (which was free at the time of subscription), but subsequently turned to a paid one. In that case, do they automatically start taking money or do they give us a notification and a choice to continue or exit?

@raghavendranaidu9179 2 года назад

Hi Ankur, Fantastic explanation thankyou , just invested in all weather investing small case .

@sarthakgoyal6691 2 года назад

Hey Ankur, usually mutual funds have around 1% expense ratio. If I want to subscribe to a paid smallcase with fees 6k per year, I'll have to put in 50k per month so that the total subscription cost becomes 1% of invested amount. If I want to invest less than 50k per month, should I still go for smallcase?

@Manu-ik8nn 2 года назад

While you are right, Mutual funds are highly diversified and risk averse as such generate lower return comparative to small case investing. In first year your expense ration might be say 3% on let say 20K per month investing. But 3 years down the line, it will come down to below 1%. This is due to the fact that small case subscription fee is not proportional but fixed unlike MFS Hence for long term investing, I am definitely gonna advice smallcase. Once a portfolio crosses 10L, expense ration will be about 0.6% and will decrease with time further

@sarthakgoyal6691 2 года назад

@@Manu-ik8nn Thank you so much for replying back. I think you put it perfectly when you said that in mutual funds the expense ratio is variable but it is fixed in smallcase. I still feel that the expense ratio won't keep going down in smallcase with time because the subscription is yearly. So in 3 years, my invested amount becomes 3x but so does my subscription cost. So in that case my expense ratio would still remain 3%. Let me know if I'm thinking on the wrong lines here. Thanks!!

@viragnirmalkar 2 года назад

How to invest in US market through small case?

@iamnaveenshankar 2 года назад

There's something called "Global opportunities" I 🤔

@viragnirmalkar 2 года назад

Share Us a Link of Global Opportunity

@naveenkumarkaranam2799 2 года назад

Nice video. Crystal clear. Just a question what happens after the subscription peroid. Will all the shares in the small case he sold once the subscription is expired. Thanks a ton for your efforts in bringing this out

@homie7218 2 года назад

No, you just won't get rebalancing advice by the experts you've subscribed to, so you have to do it on your own.

@prasadmathkar8185 2 года назад

Can you please make a video on the dynamics and costs involved in creating your own smallcase

@mandarhadke75 2 года назад

Hi Sir, I think demat charges are irrespective of quantity sold, pls correct me if I'm wrong.

@AnantKumarS 2 года назад

Yes he made a mistake in the calculation. It is just 15.93 and not multiplied by 5

@FunWithAnikaA 2 года назад

It's a mistake by him

@rizwanpathan4118 2 года назад

@@AnantKumarS Wt ankur mean is 5 different stocks

@ketanpote9537 2 года назад

@@AnantKumarS amount is actually for individual scrips not quantity of shares

@mandarhadke75 2 года назад

@@FunWithAnikaA - My intension was just to clarify my query and not to point Ankur's mistake. 😊

@bubblebath2892 2 года назад

You should have mentioned charge of Rs13.5 is " per scrip " ( or per company ) and not based on per stock (number wise ) E.g if I sell 5 stocks of wipro = Rs.13.5 will be charged but if I sell even 1 stock of 5 different companies = will be charged 13.5*5 = Rs67.5 for 5 stocks (1 stock per company )

@jdsartworld7210 2 года назад

Yes exactly , I have the same question , dp charge suppose to be per company right? If it's per stock in small case or Zerodha then it's a lot of charge

@malayakumarbiswal 2 года назад

Wonderful video!!

@RajeevKapila 2 года назад

Beautifully explained. It's so informative.

@mayankpandya4460 2 года назад

After watching whole video, I got the complete idea about the cost of smallcase. I would like to say that for a small or medium investor it's costly.

@prakharrathore185 2 года назад

<a href="#" class="seekto" data-time="678">11:18</a> slight correction here. DP Charges are levied at Rs. 13.5 (+ 18% GST) per day per scrip (stock) for the stocks sold from your holdings. If you sell 50 shares of X in the morning and 50 shares of X in the afternoon, the total applicable DP charges for that scrip(stock) for the day will be Rs. 13.5 + 18% GST. If you sell 50 shares of X in the morning and 50 shares of Y in the afternoon, the total applicable DP charges for the day will be Rs 13.5 + Rs 13.5 = Rs 27 + 18 % GST since multiple scrips are being sold. So, in the video it is shown that 13.5 * 50. Can anyone help me, if I am correct or wrong?

@Brokenshadi 2 года назад

I agree

@OmGupta-xp7re 2 года назад

very useful thank you

@agarwalraghav03 2 года назад

Yes, you are correct...

@prakharrathore185 2 года назад

@@agarwalraghav03 because otherwise no one will ever buy stocks less than ₹100 if I have to pay 15₹ on every stock when selling it

@amitrana8563 2 года назад

thanks bro meri to fat gayi thi wo calculation dekh ke, i was like calculating because my smallcase manager is selling the stock like hell even 133 at one go... thanks btw

@nagarohitpinni5753 2 года назад

This is great video. Small cases are good products for starters. But they don't perform under all market conditions. In fact most of free small cases are poorly managed and don't yield returns any better than index funds. while, I don't know about subscribed small cases, index funds may have better real ROIs than small cases, considering all these expenses

@soumyadube7373 2 года назад

Hey Ankur, DP charges levied by NSDL is not the cost per share, its for the sale made for a particular stock in a day. Or am I missing out on anything ☺️

@joannebonnett5223 2 года назад

*Despite the economic crisis,this is a Still a good time to invest in stock and Crypto*

@georgeedward6246 2 года назад

The rich spend less and invest more

@melissabrockman6397 2 года назад

Investing in these economic crisis will be one of the best thing to do,

@carlaalpentista413 2 года назад

You're right I think stock and Crypto are the best to invest right now☺️

@rosabarrios9874 2 года назад

As stock's are good but crypto is better

@richardcolson5130 2 года назад

I wanted to trade crypto but got confused by the fluctuation in price

@anikudale1548 2 года назад

Sir I have completed my BE in civil engineering this year In month of July then I have decided to work on site I got a job but the payment was only 5k because I had no practical knowledge After some days I met my uncle , he asked what is your salary I said him I am getting 5k then he said that there is very slow growth in site even after 3 years your salary will be max 25-30k You should learn any coding language and go to the IT sector there you will get good salery as compared to site After than I left my job and joined a java language classes during classes I was continuosly thinking that I am doing something wrong from civil going to IT is it ok Then some of my civil friends stared to scare me that after doing IT classes you will get job but after that because u are from civil background they will fire you from job and they will not give you any promotions And if this happens then what will you do (tum na civil ke rahoge na IT ke) This thing has scared me too much I continued the classes for 15 days but due to fear I left the classes and went to my village Then I started searching on RU-vid career options for CIVIL engineer I found 22 options and I can't even cancel one of them and decide on of them I got too confused Then overthinking started and I was started feeling depressed In this I wasted 5 months now all my friends got jobs and I am having self doubt that now I can't do anything time is gone , many bad things comes to mind I don't know what to do now Please help me sir 🙏

@relaxzone680 2 года назад

Iss Channel pr jo Career ki playlist hai usme search kro

@ritesh20 2 года назад

Hi. I just hope a better future for you. U will earn big in life and do wonderful work in whichever field you go. Just have hope and do things you like🙂

@pankajpolara112 2 года назад

Get the admission admission in NISM Mumbai for the stock market related programs of 1 year and start your career in finance

@akashchakraborty2189 Год назад

A great detailed video... But what are the charges (except stt, etf and sebi) if I create a customised portfolio of my own choice in smallcase?

@jagathprasad256 2 года назад

Hey!👋 Will you do videos on fundamental analysis of crypto currencies

@vikashkumar-jr8lh 2 года назад

I don't think smallcase product is suitable for beginners. It always shows that portfolio which is currently in profit and also shows unrealistic return value. The portfolio which becomes old or started showing losses they no longer shows them. The problem is for those users who continue to invest in them. They unnecessarily pay huge charges and suffers losses. There is also no guarantee that 5-10 years down the line, the particular portfolio will still work or not. So my advice is to go for mutual fund or index funds. Smallcase still has to prove its worth. Don't waste your hard earned money. Invest wisely!!!

@Ash-jh3gh 2 года назад

So true. This is only suitable for investors with large capital and only some smallcases are worth it.

@graceflorence2255 2 года назад

*I must say that knowing you is my greatest achievement in life, i receive my profit $10,000 successful, all thanks to Mrs Linda may God keep on blessing you.*

@graceflorence2255 2 года назад

*I withdraw my profit every week thanks so much.*

@timothyben8454 2 года назад

Another great withdrawals today!! £73,500 i appreciate what you've done for me, you're the best and i promise to spread your good work, thanks so much Mrs Linda.

@gadomainasara8560 2 года назад

Yes I'm also a living testimony of expert Mrs Linda.

@gadomainasara8560 2 года назад

Mrs Linda has changed my financial status for the best.all thanks to my aunty who introduced her to me?

@gloriajohncy5989 2 года назад

Who's this professional, everyone is talking about? I always see her post on top comment on every RU-vid video I watched.

@azizkasem5924 2 года назад

Please make a video of ESOP vs RSU. What is the benefits and whether employee should opt or not?

@asen80gmailcom 2 года назад

Great video again!

@alok3009 2 года назад

Thanks for making this video. This helps immensely

@mdnadeemahemed493 2 года назад

Thank u sir for this video. I really need this video. Really appreciated it

@tammywilson6030 2 года назад

Thanks~~~~

@ashutoshmishra1787 2 года назад

Thanks for the informative video I want to know about is SIP is a good option for gold and equity small case

@gurjitsingh8770 2 года назад

Liked the way you explained about smallcase charges. Can you also please make a video related to tax implication of smallcase.

@HarishBhimaniReal 2 года назад

Excellent elucidation. I could not find the Tata Group Smallcase you've mentioned.

@umarajivrao8107 4 месяца назад

Mr.Warikoo, I have recently subscribed to your channel and needless to say I am happy with all the knowledge I am getting through your videos. I have question in small case- how do you know when to exit from a particular small case.