Smallcase Basket Services

Curated Investment Portfolios at Your Fingertips

CityIndex’s Smallcase Basket Service allows investors to access pre-built, theme-based or strategy-driven baskets of stocks designed for specific goals, sectors, or market themes. These baskets combine the expertise of our research team with the convenience of digital execution, making investing simpler, faster, and smarter.

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Core Features

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Curated Stock Baskets

  • Professionally designed baskets based on research themes, such as EV, Green Energy, Pharma, Fintech, or Market Leaders.
  • Combines small-cap, mid-cap, and large-cap stocks to optimize growth and risk.
  • Designed to reflect sectoral trends, market cycles, and macroeconomic insights.
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Easy Execution & Management

  • Invest in the basket directly through Smallcase platform integration.
  • Automatic portfolio updates when CityIndex research team recommends adjustments.
  • Track performance, weightage, and sector allocation in real time.
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Risk Management & Diversification

  • Each basket is designed with risk-graded stocks to balance high-growth picks with stable investments.
  • Built-in sector and market diversification to reduce concentration risk.
  • Optional inclusion of ETFs or mutual funds for stability.
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Regular Research Updates

  • Monthly or quarterly updates to the basket based on latest market research.
  • Analyst insights shared via email and WhatsApp alerts.
  • Periodic online meetings to discuss basket performance and strategy.
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Flexible Investment Horizon

  • Suitable for 1–3 year investment horizon, depending on the basket theme.
  • Some baskets may be shorter-term, focusing on tactical or sector-specific opportunities.
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Benefits to Investors

Hassle-free execution

Invest in ready-made, research-backed portfolios.

Theme-driven growth

Align investments with trending sectors and macro themes.

Risk-adjusted allocation

High-growth small/mid-cap picks balanced with safer instruments.

Professional insights

Continuous updates and quarterly analyst calls for informed decision-making.

Diversified exposure

Across sectors, market caps, and instruments.
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Who Should Opt for Smallcase Basket Service?

Notes & Disclaimer

Notes:

  • Each basket is research-driven and regularly updated.
  • Past performance of a basket does not guarantee future returns.
  • Capital allocation should match individual risk profile and investment horizon.

Disclaimer:

  • CityIndex Research & Advisory Pvt. Ltd. provides research and advisory; Smallcase execution is separate.
  • Investments involve risk; capital is at risk and returns are not guaranteed.
  • Investors should read basket details carefully and consider their financial goals, risk appetite, and investment horizon before investing.

Coming soon