EquityEdge Ventures

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Yash Jalan

Our smallcase manager, who is a SEBI registered Research Analyst in our firm EquityEdge Ventures (Registration no. INH000013192), brings over 10 years of Quantitative Model based Investing Experience in Equity Markets.

He is Chartered Accountant by Qualification. Having worked with Top Corporates during past decade, he brings in In-depth Understanding of Company Fundamentals and Strong Reading of Technical Chart Patterns.

Using Quantitative research based Models for Equity Investment, he helps you identify Right Stocks with optimum Entry and Exit points.

Helping Retail Investors Grow Wealth with Growing Indian Equity Markets.

Using Quantitative research based Models for Equity Investment, he helps you identify Right Stocks with optimum Entry and Exit points.

Helping Retail Investors Grow Wealth with Growing Indian Equity Markets.

Latest from EquityEdge Ventures's desk

Years of experience

10+ years

SEBI Registered

INH000013192

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

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All your questions answered

Frequently asked questions

What are the products offered?

In our Smallcase product, we recommend 12-15 stocks with Solid Fundamentals and satisfying our Quantitative criteria, indicating strength and momentum. Majority of our selection is from Nifty500 basket.

What is their investment philosophy?

We believe that with regular Compounded return on Portfolio can create Wealth in Long Term, To outperform Markets on a regular basis, investment into Multi Cap selection of stocks covering Large, Mid and Small Cap stocks may be right approach, Since Mid or Small Cap stocks may also carry greater risk than Large Cap stocks, our approach remains to maximum the selection of stocks that have Solid Fundamentals and meet or Quantitative analysis criteria, Most of our Stock recommendation remains from Nifty500 stocks, Depending on Market and Global scenarios, we may also sometime pick Mutual Fund or ETFs as part of our recommendation,

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 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.

Who can subscribe to these smallcases?

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.,

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.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.