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Managing & Tracking smallcases
Do's and Don'ts of investing in smallcases
Do's and Don'ts of investing in smallcases

Tips to stay on track with your smallcase investments

Angith avatar
Written by Angith
Updated over a week ago

👍 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 Total returns, 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.

👎 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 the 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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