Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by Windmill Capital Research Desk

Managed by

Windmill Capital

SEBI Registered

INH200007645

Experience

5+ years

Investment Strategy

Asset Allocation

Factor Investing +1

We build investment products and curated stock/ETF portfolios to help our users achieve their financial goals. Our aim is to be the one-stop-shop for all investing needs for a retail investor. Over 50 portfolios - from high-volatility, pure-equity strategies to low-volatility, asset allocation models, are currently managed by us. We use data, fundamental analysis and mathematical models while assessing sectors, companies, and various asset classes. This makes our approach cautious, yet ambitious! While data and algos help drive our decisions, our analysts step in when the machines fail. With their experience and eye for detail, we were able to avoid companies like Yes Bank, Manpasand Beverages etc which looked good on the outside but were ultimately proved to be wealth destroyers.

Our Mission

Investor Charter

Our Mission

Investor Charter

Get started in

3 simple steps

Choose

Choose a suitable portfolio that matches your investment objective.

Subscribe to the portfolio to get access to the constituents and future updates.

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Easily track & manage your portfolio

Instant portfolio notifications

1-click portfolio execution

SIP to grow your investment

Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?

Windmill Capital offers research products having varying levels of volatility and investment amounts. Products offered are factor portfolios, asset allocation portfolios, thematic & systematic portfolios and sector trackers.

What is the investment philosophy?

Windmill Capital focuses on asset allocation, factor based and smart beta portfolios

What is a smallcase?

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Windmill Capital. 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.

Who can subscribe to these smallcases?

Windmill Capital is creating exclusive smallcases which require a subscription in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form.

How do I track my smallcases?

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.

How can I cancel my eMandate?

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.