👍 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
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 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.