Dos and Don’ts of investing in smallcases?

Tips to stay on track with your smallcase investments


👍 Do’s


Start SIP: SIPs are great for long-term goals. You can start a SIP while investing in a smallcase, or anytime later after investing


Track News & Dividends: Every smallcase comes with a performance summary of Index Value, Dividends, News and more


Watchlist: If you want to track and monitor the smallcase before investing, you can add it to your Watchlist


Rebalance Regularly: Rebalance updates keep your portfolio aligned with the original idea


Check Portfolio Health: Portfolio Health Helps you achieve maximum efficiency in your wealth creation journey



👎 Don’ts


Don’t skip SIP or Rebalance updates: Make sure that you always complete your SIP and apply the rebalance updates so that your financial goals remain on track


Don’t exit too soon: smallcases are built for long term investing, hence it is ideal to give your portfolios time to perform and grow your wealth


Don’t sell stocks directly on your broker platform: For all transactions relating to smallcases transact directly on smallcase platform


Don’t invest and forget: Even though smallcases are long-term investments, they should be evaluated periodically to make sure they are on track



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