Achieve your investment goals with

Curated Stock Portfolios

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

Managed By

Ronak Gala

SEBI Registered

INA000011079

Experience

7+ Years

Investment Strategy

Quality

Fundamental +1

Ronak Gala is the Chief Investment Strategist of Tarrakki (Plutonomic Savtech) - a SEBI Registered Investment Advisor.

He has been an active investor in the Indian stock markets for over 10 years. For more than 7 years out of those he has been a professional equity portfolio manager. He has previously worked with Tata Capital, Dolat Capital and Supreme Capital in diverse profiles including Product Development, Proprietary Trading and Equity Portfolio Management.

He did his graduation in commerce from the prestigious Narsee Monjee College in Mumbai and then went on to complete his MBA in Capital Markets from NMIMS Mumbai.

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Choose

Choose a suitable portfolio that matches your investment objective

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

Invest

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

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SIP to grow your investment

Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?

Tarrakki currently offers only one smallcase through it's Equity Advisory service.

What is their investment philosophy?

The core investment philosophy of Tarrakki can be defined in one phrase - Growth at reasonable Price., Our research team is always on the look out for companies run by clean management that are on the cusp of a growth spurt. Once we find these companies we do a thorough check for the growth prospects and a detailed cash flow based valuation to see which ones are trading at reasonable valuations and invest in them.

What is a smallcase ?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

How can I cancel my eMandate?

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