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
Written by Gowri
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 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