Lokesh Sethia is an MBA in Finance and SEBI-Registered Research Analyst with 10+ years of experience finance and advisory industry. He is active in Indian stock markets over the years and helping private investors and traders towards their financial independence goals. With his immense experience as a financial advisor, he decided to help investors profitably in stocks and other asset classes and more importantly, helping them in achieving financial goals.
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Lokesh Sethia
Years of experience
12+
SEBI Registered
INH000020846
Lokesh Sethia is an MBA in Finance and SEBI-Registered Research Analyst with 10+ years of experience finance and advisory industry. He is active in Indian stock markets over the years and helping private investors and traders towards their financial independence goals. With his immense experience as a financial advisor, he decided to help investors profitably in stocks and other asset classes and more importantly, helping them in achieving financial goals.
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The portfolios showcased in the video are dummy portfolios provided solely for illustrative and informational purposes. It is not a recommendation, investment advice, or advertisement, and should not be relied upon for making any investment decisions
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Frequently asked questions
We are proving Equity related services.
We are looking for stocks that are in momentum as well as fundamentally sound.
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.
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.,
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.
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.
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