Solomon Investments
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Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by Solomon Investments Research Desk

Managed By

Solomon Henry Pinto

SEBI Registered

INA000010016

Experience

6+years

Investment Strategy

Asset Allocation

Technical +1

Solomon Henry Pinto is the Chief Financial Planner & Wealth Adviser at Solomon Investments, a family managed business with over 25 years of experience in financial distribution and wealth advisory. Solomon is passionate about spreading financial literacy among his peers and clients. He believes that wealth and wealth creation should always have a positive impact on one’s life. 

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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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All your questions answered

Frequently asked questions

What are the products offered?
The Wisdom Portfolio , This portfolio is a concentrated Portfolio of up to 25 stocks/ETFs. This is an active investment strategy and we would be investing across the market capitalization spectrum following a bottom up stock picking approach. We follow a mix of technical and fundamental parameters while selecting the stocks which can be seen in our investment philosophy., The Wisdom ETF Portfolio, In this portfolio we would make wise asset allocation bets in promising exchange traded funds listed on NSE. This portfolio is a passive investment strategy and is best suited for systematic investing., Three Wise Kings Portfolio, Active + Passive. One King (ETF) would be NIFTYBEES. Two kings (stocks) selected as per research.,
What is their investment philosophy?
The Wisdom Portfolio is a equal weighted concentrated Portfolio of up to 25 stocks/ETFs. We would be investing across the market capitalization spectrum, following a bottom up stock picking approach. , The Wisdom ETF Portfolio would consist of 10-15 ETFs listed on NSE. We would take asset allocation bets by incorporating promising ETFs in Equity International, Cash, Debt and Gold Segments. , Three Wise Kings Portfolio is a Active + Passive portfolio. One King (ETF) would be NIFTYBEES. Two kings (stocks) selected as per research.,
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 Solomon Investments. 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?
Solomon Investments 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 Solomon Investments’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