Aurum Capital
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Achieve your investment goals with

Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Aurum Capital Research Desk.
Managed By

Aurum Capital

SEBI Registered

INH000008118

Experience

40+ years

Investment Strategy

Thematic

Fundamental +1

Jiten Parmar: Jiten is an entrepreneur and a passionate long-term equity investor. Jiten has been investing in the market since 1993. He started investing in the Indian equity market since 2002 and prior to that, he invested in the US markets. He has conducted various sessions presenting his approach to investing, what investors should look out when analyzing companies, and the behavioral aspects of investing. Jiten is very well-known in the Indian equity markets and has shared his knowledge and experiences in various forums. Jiten is also a successful entrepreneur. He started his entrepreneurship journey in the mid-90s when he co-founded an IT firm in the USA. Later, he successfully exited by selling it to a Nasdaq-listed company at the peak of the tech cycle. He returned to India and started several successful ventures spanning multiple industries including real estate and flexible laminates industries. 

Niteen S Dharmawat: Niteen has worked with leading groups including CRISIL and L&T among others. He started his equity market journey 20 years ago as a hobby and ended up pursuing CFA, from CFA institute, USA. His focus is long-term, value investment ideas with sound fundamentals. He is a seasoned professional with areas of expertise spanning across research, corporate sales, marketing, and key account management. As a part of his social responsibility, he conducted several free investor education sessions. He is a continuous learner in the equity market and believes that "Everything else can stop but learning".

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3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective.

02

Subscribe

Subscribe to the portfolio & get access to the constituent stocks & weights.

03

Invest

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

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SIP to grow your investment
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All your questions answered

Frequently asked questions

What are the products offered?
Aurum Capital is presenting the following smallcases currently., 1) Cyclical Bets Portfolio (this focusses on cyclical sectors which have staged a turnaround), 2) Contra-cyclical Bets Portfolio (this will focus on sectors which are in a cyclical downturn and expected to turnaround in the future)
What is their investment philosophy?
Aurum Capital is a company which focuses on the value+growth strategy in selecting their stocks. We also look at mis-priced bets, cyclical turnarounds as part of our strategy.
What is a smallcase ?
A smallcase is a basket of stocks/ETFs* in a specified weighting scheme 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.
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.
More questions? Check out help section