Jainam

Jainam offers diversified portfolio of 20-22 stocks - larger Mid Cap from the universe of NSE 500 to generate superior risk adjusted returns for the clients with horizon of 5 years or more.

Our investment philosophy is to invest in businesses having significant ‘Size of Opportunity’ while ensuring that the earnings growth, return ratios, quality of business and price-value gap remains high. , Our Stock Selection Approach: 1. Market Cap - Since we have a mid/large cap portfolio, we select stocks which have a market cap of more than or equal to 3000 cr. 2. Debt - We do not prefer to invest in heavy debt companies so we select stocks which have Debt/equity ratio of less than 0.8. 3. Return Ratios - We prefer the return ratios to be equal to or more than 15%. 4. Operating Cash Flows - Along with a good PAT, it is important for a company to generate operating cash flows. So we prefer stocks with positive operating cash flow. 5. Equity Dilution - We do not prefer companies which dilutes its equity on regular basis as it shows the company’s inability to generate enough cash flow. 6. Promoter Holding - We prefer companies with high promoter holding and no pledge. 7. Transparency - Companies which are transparent in terms of their business activities and related party transaction are preferred. 8. Asset Light model - Companies which are asset light are more preferable as it will generate higher margins. Although it also depends upon the industry whether a company is asset light or heavy. 9. Management - A company with a good management which works in favour of shareholders is bound to grow in future so we select stocks which has a good management record

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

Jainam 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 Jainam’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.,

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.

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.