True cost of Smallcase Investing EXPOSED | Ankur Warikoo

[@warikoo]

Here are the smallcases, I spoke about in the video: 1. Straight Flush: windmillcapital.smallcase.com/smallcase/SCMO_0007?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false 2. Value and Momentum: windmillcapital.smallcase.com/smallcase/SCMO_0010?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false 3. Brand Value: windmillcapital.smallcase.com/smallcase/SCNM_0007?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false 4. Low risk smart beta: windmillcapital.smallcase.com/smallcase/SCSB_0003?rmId=612cd12368f2b17a19fa706c&distributor=scinfluencer&showSubscription=false You can open demat account on zerodha using this link zerodha.com/open-account?c=ZM… And start investing in smallcase through this link: link.smallcase.com/q0APd9Z6ffb Here are the two small cases I personally invest in: Smallcase Weekend Investing - Mi_NNF10 - link.smallcase.com/BtqsTL4VPgb Smallcase Capitalmind Momentum - link.smallcase.com/e/U0oH9UOgocb

[@alexchaudhary8552]

Sir, how can a non-indian enter into Indian Stock Market?

[@anasqureshi4653]

Isshe video ke filhaal sabse zayda zaroort thi :)

[@dineshicg]

Brilliant…thanks

[@afsar2hot]

when did you start investing in Momentum Strategy for the first time With Capital Mind Momentum???

[@mayankgovindagrawal5849]

I will recommend you to learn about charges before making video yourself. CDSL charge per scrip not per stock.

[@FrankEword0v]

Its worse here, our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.

[@JunlaiAiguo]

People believe their currency has the worth it does because they have no other option. Even in a hyperinflationary environment, individuals must continue to use their hyperinflationary currency since they likely have minimal access to other currencies or gold/silver coins.

[@Josephtimothyq5]

Inflation is gradually going to become part of us and due to that fact any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire.

[@SandraMarySM6]

I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!

[@Josephtimothyq5]

My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

[@SandraMarySM6]

Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.

[@shivangsingh8810]

I'm 18 years old and in my first semester of college. Thanks to you I knew about smallcase from 11th standard. And I am happy to share that I invested in my first smallcase on Diwali and also in my first stock. Though it was from the money I got from my father. I hope that I can invest much more in the future with the money that I earn on my own. It would be very helpful if you could share how one should plan ones retirement and how to build a portfolio of investments diversified in all asset classes.

[@somusamba6118]

Buying stocks on any festival is the most dumbest thing anyone can do.. good luck

[@lokeshkumar-dq7yl]

@@somusamba6118 If you can't advise young people without sarcasm, nit picking, don't do it then.

[@ShashiKantSinghPrayagraj]

All the best for the future ahead.

[@manishpoudel7466]

Are you buying one small case againand again or you are buying a new smallcase everytime

[@shubhingh]

Instead of investing money in stocks, invest in yourself, your learning and your experiences. If you invest well enough in yourself you will have enough capital to invest. Generating 50% of return with just 5000 is not worth much but same return on investing 50000 is worth something. Investing in yourself can make the difference of being able to save 5000 and 50000 that you can put in stock market.

[@anvesh87]

@10:15 Demat charges per stock (irrespective of quantity/shares sold on one day) when you sell is Rs.13.5 + GST. However, @12:00 Sir erroneously says this charge is per stock sold, and will increase with no. of shares. It is flat Rs.13.5 + GST per scrip in actual.

[@hardikshah580]

Could you please elaborate this!!

[@jisnudeepmandal]

May be he meant SCRIP by stocks

[@jisnudeepmandal]

@@hardikshah580 When you sell a delivery stock you have to pay the charges to the depository i.e CDSL OR NSDL This amount is charged per scrip (i.e company) not on the number of stocks For example, let's say, you sell 1 ITC share and 1 BPCL share, then you'll have to pay 13.5 + 13.5 = 27 But, if you sell 2 ITC shares, you'll have to pay only 13.5 That means, more the number of companies, more you pay. In my case angel broking charges me some amount in addition to CDSL which costs me something around ₹23.5, don't know about zerodha or upstox, I said 13.5 bcz Ankur said so in his video

[@warikoo]

You are right. Sorry for the error

[@kanavgupta4930]

really i was also thinking the same..... if there is 13.5 per stock then its so much costly but in reality it is just based on company... plzz correct me plz if i am wrong like if i sell 2 dmart stock in a day only then i have to pay 13.5 only but if i sell the 2 dmart stock on different days then i have to pay 13.5+13.5 = 27 rs

[@indrajeetniture1632]

Video is great with good explanation. But just small correction, DP changes are applicable per sell order not on per share. If u sell 1 share or 1000 in single order it will charge 15.93 rs on zerodha as DP charge for holding sell........

[@mohammedshadab769]

Zerodha has zero brokerage for equity delivery check zerodha calculator

[@indrajeetniture1632]

@@mohammedshadab769 Yes you are right 'no brokerage'. But DP charges are not kind of brokerage. When you sell holding they will apply this hidden charges. Please check your statements when you sell your holdings.

[@lokeshsinghallife]

This conversation helpfull thnks

[@roadrunner0072]

@@indrajeetniture1632 DP charges are selling charges by the broker. If you don't want to pay it, don't sell😂 And it's common for all Brokers

[@ggmittal]

Inderjeet Ji, thanks for the clarity. 🙏

[@nileshnagare7447]

We need to consider Short Term Capital Gain Tax if rebalancing is done within year or LTCGT if rebalancing done after year. This tax is not applicable if fund manager does rebalancing in Mutual Fund or it's distributed among all investors of MF.

[@nikhilgaur2832]

Hey Ankur, great video once again. Can you please make a video stimulating some years investing in a smallcase, assuming the period of rebalancing and calculating the net capital gain we would earn after all the charges (all three that you've mentioned in the above video) as well as taxes (STCG (after rebalancing) and LTCG). That would br really great and helpful. :)

[@warikoo]

Sure. Soon

[@rmisaluja]

I too wanted a similar kinda video Ankur. Thanks a lot for all your videos. I have finally started to think about investing after watching your videos.👍

[@FreeThougghts5862]

@@warikoo yes warikoo please tell us about net return we get after short term capital taxes paid in another video.

[@zeultimo]

@@warikoo is it time?

[@zeultimo]

Oops, not in a hurry, especially when you have a jam packed schedule as you have the Vipasana getaway [rather get closer to yourself] from the 17th Nov.

[@rahulchakraborty8916]

Really, fantastic content!!! This guy is a gem! What a clear presentation of such a complicated issue! 😊😊👍👍

[@rahulchakraborty8916]

@WHatsApp ➕①⑨②⓪③③③②⑦①②‬ Sure sir, I definitely will! So glad to see your response and concern. Namaste! 😊😊🙏🙏

[@gauravshaw8549]

Ankur sir please make a video on WazirX.

[@Carversal_Pro]

Abhi sponser nhi mila na . Jaise ind money ka mila tha. Wazir x par to puri playlist he sir ki. Crypto masterclass naam ki.

[@Funny_react88]

Padhh bhi bsdk

[@misaayuzawa2103]

Thank you so much Ankur, for taking the time and effort to make this. I started my investment journey after I binge watched your videos. Safe to say you've helped make investing more accessible to the younger gen, while helping navigate through what a beginner might have thought to be too difficult and risky.

[@tinamoore5417]

I am seeking some investment guidance. It seems like I am never able to identify trends, options always go against me, and I can't utilize scanners efficiently. I am looking for a simple reproducible passive income strategy that supplements my income and eventually replace my wage income.

[@harrymehlburger3122]

Get a coach that's the most ideal way to jump into the market these days.

[@amirbrooks6530]

@@harrymehlburger3122 But how does one get a reliable coach considering the heavy presence of scam in our media space today?

[@tinamoore5417]

@@amirbrooks6530 good question dear, how do we know good or fake coach?

[@harrymehlburger3122]

@@amirbrooks6530 It's a big concern for us all, however a name like Jeannette Michelle Monroe is exceptional. You can look her up online and subsequently contact her from there..

[@tinamoore5417]

@@harrymehlburger3122 Just researched her accreditation online and qualifications on FINRA and SEC, she seems really solid and i have sent her a mail already hopefully she replies soon enough

[@mayurbanta]

Hi Ankur, I started using Small case after watching your videos. Thank you very much. Is it possible for you to create a video on Mutual Funds expense ratio charges with your magic on Spread Sheets.

[@nileshdeshmane1349]

The reason it's expensive is because these regulatory charges will be charged to you at time of purchase rebalance and exit of small cases. Which leaves you with very small return or no returns at all. Hence I feel it's an expensive solution. Sorry to be vocal in thoughts.

[@akashekhar]

Other than the one time 100+GST and subscription (which is optional) charges, all other charges are levied by the broker, even if you don’t use Smallcase.

[@vishalj27]

I think they are not for investing a small amount. It will give a good return if the invested amount is in lakhs or crores.

[@SS-ex5on]

Wrong

[@asifkhan3272]

Sabse bada charges manager fees he 2k to 3k for 3 month and 6k for 1 years of buying small case

[@dnyaneshsutar2005]

Everything will change but nothing will change is "EXCEL EXCEL KHELTE HAI"😂

[@swapnil.agrawal]

Since I have already an smallcase for which I have paid subscription, Why can’t smallcase show actual returns deducting all taxes+ subscription + small case fees. This will give more realistic overview to investors on the exact/actual returns they are getting from an particular smallcase.

[@chetan3847]

in terms of charges what do u think is better? MF or Smallcases?

[@priyaverma7976]

I want to start smallcase investment, can you please tell if we change subscription type, what happens to the previously owned stocks which were bought by previous subscription

[@chetan3847]

@@priyaverma7976 you track and handle that portfolio yourself.

[@priyaverma7976]

@@chetan3847 okay, thanks for response

[@shubhamsaini9088]

What I don't understand is, you sound like a professional & I believe you are well versed with stock investing. So, why you don't do your own research instead of investing through small case?

[@dheerajsharma1036]

Hi Ankur, If you may please create a full playlist on KZbin on how to do complete fundamental analysis of a company and how to pick correct stocks.

[@AbhishekVerma-hx7rc]

he clearly mentions in his videos he is not a finance expert,so no videos like selecting stocks will be made.

[@dheerajsharma1036]

@@AbhishekVerma-hx7rc Sure, got it 👍

[@pradyumnas7068]

@@AbhishekVerma-hx7rc can u please suggest a youtuber who does that?

[@dheerajsharma1036]

@@pradyumnas7068 Asset Yogi did that

[@pradyumnas7068]

@@dheerajsharma1036 thanks for the info.. 🙏

[@abhinavkumarjha2622]

Why one should invest in Small cases compared to good Mutual Funds considering different taxes and fees we have to pay additionally in smallcases

[@akashtripathi__]

Hello @warikoo, If you so close to smallcase please ask them to implement this feature. If I create my own smallcase and in future I want to edit it i e remove a stock without selling my existing holding is not possible. Whats the use of creating my own smallcase if I don't have control over it to add and remove stock as many times I want Also I want to know can we maintain 2 brokers from single smallcase account

[@PradeepSinghRajputOfficial]

Agree. There are many aspects that Smallcase needs to improve.

[@truthvader565]

Ankur ji I admire you, learned a lot from your videos I know you may mean scrip and not stock but it was confusing for me so posting this comment Delivery charges are per scrip(you can say company) in zerodha. So wanted to give a bit of clarity because the terminology and example in the video point to dp charges per stock but it is per scrip.... so if you sell 10 stocks of a company you will be charged a fixed fees of 15.. and same happens even if you sell 100 stocks of the company...Below are the charges for 1000 shares sold Buy 1000 Sell 1100 No of shares 1000 Total gross profit 100000 Total charges 2353.52 Net P&L 97646.48 Charges breakdown Brokerage 0.00 STT 2100.00 Exchange txn charge 72.45 Clearing charge 0.00 Stamp duty 150.00 SEBI charges 2.10 DP 15.93 GST 13.04 As you can see the dp charges are 15.93 per scrip...and not per stock if it was per stock the charges would be 15000/-

[@Villainouspanda]

Just an update, OTF charges are now changed on Smallcase. Its ₹ 200 + 36 (GST) & for transaction below ₹ 8000, it'll be 2.5% + GST.

[@pradyumnas7068]

hi @dhruv walia, this Otf should be paid once in a lifetime or paid for every small case bought? i mean do we need to pay 236 rs for each small case?

[@Villainouspanda]

@@pradyumnas7068 Yes, OTF will be charged for every separate smallcase. However, if you bought a smallcase and then invested some more money in same smallcase later, you won't be charged OTF again.

[@Villainouspanda]

@Wàrłkoo FAKE ACCOUNT 😂😂

[@pradyumnas7068]

@@Villainouspanda thanks for the info

[@Devdebashis]

Very much awaited video.

[@mayankpandya4460]

After watching whole video, I got the complete idea about the cost of smallcase. I would like to say that for a small or medium investor it's costly.

[@edwinjoy2547]

Just Wonderful 🤩. The amount of research and hardwork you pour into your videos is mind blowing. Thanks a lot

[@user-nl4yw6mc3y]

⬆️⬆️✍️thanks for the comment .. Contact the What'sap line above for more information , and new investment plan..

[@dhruvingala33]

Hello Ankur sir , CDSL charges are on per script but not on per Quantity on sell of securities. You may update these information as it is convenient to you! Thanks for the video!! 😁🤗

[@tammywilson6030]

Thanks~~~~

[@nikhilpanhale]

Yes correct, charges are not per stock. approx 16Rs charge for complete transaction ( No of shares not matters)

[@shauryananda207]

Next video on When to exit a smallcase? Please!

[@Amir.........]

You still doesn't talk about how every time rebalancing cost my return too.

[@dumbfella895]

Its self explanatory, in rebalancing you buy and sell stuff so when you sell stuff you have to pay those brokerage and regulatory charges

[@makodad]

@@dumbfella895 You are forgetting the capital gain taxes.

[@ShivamJangra]

@@makodad do you pay taxes if you keep reinvesting this money in the stocks and don't withdraw to your bank?

[@rhlkhanna786]

@@ShivamJangra Yes. Everytime you sell a stock it becomes a realised gain irrespective of the amount lands in your bank or not

[@PradeepSinghRajputOfficial]

Agree. Especially these momentum stocks, which need to be adjusted frequently.

[@aratiraut453]

Hi ankur sir, the way you explain is great and very easy to understand. Planning to do my first investment in smallcase but have 1 doubt what is good time to exit/close the particular smallcase

[@darkknight4205]

Hi Ankur, First of all, thank you for creating such amazing content. Your videos are entertaining, at the same time they teach us a lot about managing our finances carefully. I have recently started my investment journey, and came to know about Smallcase through your videos. I have a small question about the All Weather Investing smallcase - how is it's liquidity situation? I mean, if someone wanted to sell his/her holdings in this smallcase, what are his/her chances of finding a buyer readily? I have the same question for all smallcases containing ETFs.

[@komalborle3168]

Thanks for 1 stop explanation for charges ,amazing compilation ,Thanks .

[@vikashkumar-jr8lh]

I don't think smallcase product is suitable for beginners. It always shows that portfolio which is currently in profit and also shows unrealistic return value. The portfolio which becomes old or started showing losses they no longer shows them. The problem is for those users who continue to invest in them. They unnecessarily pay huge charges and suffers losses. There is also no guarantee that 5-10 years down the line, the particular portfolio will still work or not. So my advice is to go for mutual fund or index funds. Smallcase still has to prove its worth. Don't waste your hard earned money. Invest wisely!!!

[@Ash-jh3gh]

So true. This is only suitable for investors with large capital and only some smallcases are worth it.

[@Dexahydrocortisone]

Sir, I am student (inspired by you to invest) Sir my Q is 1) sip overdue(it's not possible to maintain invest routinely, /monthly) Is there any charges 2) I invest 10,000 , I don't want to invest more than that for 4-5 years. Is small case fine/charge more me for not maintaining account. Plz give direction 🙏

[@sudhakarsivaraman4089]

Hi Ankur, Thank you for the Details on Smallcase. Just a question, so if I have to invest in 3 smallcase themes, then do they charge (118 * 3 ) or is it only 118 irrespective of the no of smallcase we subscribe into.

[@onceajordan]

118*3 Now this fees is double

[@rohanmajumdar3928]

Dear ankur this video is excellent. I started investing in smallcase after watching your video. This is a very easy and user-friendly interface. Thanks again for the video. All the best for your future videos. 🙌

[@ImRan_Ma1ik]

1.5x is my default speed😊😊good to see someone recommending speed up👍🏼👍🏼

[@pradyumnas7068]

@Wàrłkoo lol

[@nalinithaker9862]

Thanks Ankur. Key point missed is how long to remain with the small case and procedure to exit or transactions among smallcases

[@sumitpandey9009]

The only thing that annoys me about Smallcase is if I've made an SIP of 5,000 monthly, the day I'll have to invest on Zerodha, it might turn into 6,000 someday even 7,500. Depends on how stock market opened up. Never is 5,000.

[@Ash-jh3gh]

That's because stock prices increase or decrease and you can't buy fractional stocks in India. So minimum 1 unit of each stock

[@sumitpandey9009]

@@Ash-jh3gh I know. It just becomes very inconvenient in monthly budget planning of your savings when suddenly the installment increases by 3k-5k. Unlike a mutual fund where if it's 5k, it won't be anything else any month. Otherwise the smallcases are giving me good returns right now, even though the week was bearish.

[@balu6u]

@@sumitpandey9009 hi, may I know small case in which you have invested

[@sumitpandey9009]

@@balu6u Hi. I believe in a bit of stability + risk at the age I am. So Brand Value + Value & Momentum is what I've gone with. Unfortunately the first one is paid now I believe. But you can enter it when the sensex falls down. Till then, go with something else. All Weather is the safest as Ankur says. My reservation with the SIP stays though.

[@pradyumnas7068]

hi sumit , please tell me about subscription charge. suppose i subscribe to a smallcase at 2k/3months , i invest some 50k in it for 3 months. Then after 3 months what will happen ? i need to pay the subscription amount only if i need to invest more money in it right?

[@worldtop-je5of]

This guy is ousm .. i don't have words for you sir .. Great information through great guy .. ❤️❤️

[@anikudale1548]

Sir I have completed my BE in civil engineering this year In month of July then I have decided to work on site I got a job but the payment was only 5k because I had no practical knowledge After some days I met my uncle , he asked what is your salary I said him I am getting 5k then he said that there is very slow growth in site even after 3 years your salary will be max 25-30k You should learn any coding language and go to the IT sector there you will get good salery as compared to site After than I left my job and joined a java language classes during classes I was continuosly thinking that I am doing something wrong from civil going to IT is it ok Then some of my civil friends stared to scare me that after doing IT classes you will get job but after that because u are from civil background they will fire you from job and they will not give you any promotions And if this happens then what will you do (tum na civil ke rahoge na IT ke) This thing has scared me too much I continued the classes for 15 days but due to fear I left the classes and went to my village Then I started searching on KZbin career options for CIVIL engineer I found 22 options and I can't even cancel one of them and decide on of them I got too confused Then overthinking started and I was started feeling depressed In this I wasted 5 months now all my friends got jobs and I am having self doubt that now I can't do anything time is gone , many bad things comes to mind I don't know what to do now Please help me sir 🙏

[@relaxzone680]

Iss Channel pr jo Career ki playlist hai usme search kro

[@ritesh20]

Hi. I just hope a better future for you. U will earn big in life and do wonderful work in whichever field you go. Just have hope and do things you like🙂

[@pankajpolara112]

Get the admission admission in NISM Mumbai for the stock market related programs of 1 year and start your career in finance

[@JackRyan333]

Kindly make video on how expense ratio can eat your profits ...secrets of mutual funds.

[@LearnerKJS]

I think you may want to update this video or may be create a new one with clear examples(that you generally do to help the community as always:) ) with below changes in smallcase charges effective 21st Nov 2022. For every smallcase, a transaction fee of ₹100 (capped at 1.5% of the investment amount) will be applied when you invest a lump sum amount to your new or existing smallcase investment, effective 21st November 2022. For SIPs, a charge of ₹10 (again capped at 1.5% of the amount transacted), effective 21st November 2022. Any auto-SIP set up before this date will not incur this fee.

[@dishathakur3164]

Finally going to buy my first small case all Thenks to Mr. Warikoo🍩😁

[@rahulchatterjee4684]

Ankur I’m so glad that you made this video. This is something none of us ( or probably most of us) have no idea about. Extremely detailed & explained with lots of ease. Thanks for your hard work & for spreading some valuable information ℹ️

[@TheRedLotus.official]

Loving your content

[@krishna7862]

If the user creates if own SmallCase then apart from the Transaction Charges & Brokerage Charges, are there any other charges? Since the user is the creator I believe there will no subscription Charges. Please comment Ankur Warikoo. By the way one more great video. I am literally confused of the charges for a smallcase and have been hesitant to invest. Thank you for the clarification.

[@PradeepSinghRajputOfficial]

You're right.

[@LSS-AS]

Just loved the way you explain,

[@udaychandra8234]

Dp charges is fixed per delivery trade and it is 15.93 , it doesn't depend on no of stocks...if i buy penny stocks worth 10000 and may be it becomes many stocks then I may pay as the stocks I sold...kuchi bhiiiii, don't give information without proper information sir!

[@varuntaneja7073]

My only doubt is that , does the total money put in shown on any smallcase we have purchased include all the charges we have paid or the money put in after paying those charges.

[@joannebonnett5223]

*Despite the economic crisis,this is a Still a good time to invest in stock and Crypto*

[@georgeedward6246]

The rich spend less and invest more

[@melissabrockman6397]

Investing in these economic crisis will be one of the best thing to do,

[@carlaalpentista413]

You're right I think stock and Crypto are the best to invest right now☺️

[@rosabarrios9874]

As stock's are good but crypto is better

[@richardcolson5130]

I wanted to trade crypto but got confused by the fluctuation in price

[@raghavendranaidu9179]

Hi Ankur, Fantastic explanation thankyou , just invested in all weather investing small case .

[@prakharrathore185]

11:18 slight correction here. DP Charges are levied at Rs. 13.5 (+ 18% GST) per day per scrip (stock) for the stocks sold from your holdings. If you sell 50 shares of X in the morning and 50 shares of X in the afternoon, the total applicable DP charges for that scrip(stock) for the day will be Rs. 13.5 + 18% GST. If you sell 50 shares of X in the morning and 50 shares of Y in the afternoon, the total applicable DP charges for the day will be Rs 13.5 + Rs 13.5 = Rs 27 + 18 % GST since multiple scrips are being sold. So, in the video it is shown that 13.5 * 50. Can anyone help me, if I am correct or wrong?

[@Brokenshadi]

I agree

[@OmGupta-xp7re]

very useful thank you

[@agarwalraghav03]

Yes, you are correct...

[@prakharrathore185]

@@agarwalraghav03 because otherwise no one will ever buy stocks less than ₹100 if I have to pay 15₹ on every stock when selling it

[@amitrana8563]

thanks bro meri to fat gayi thi wo calculation dekh ke, i was like calculating because my smallcase manager is selling the stock like hell even 133 at one go... thanks btw

[@nitingonsalves8668]

Too good captain.I started investing in small case post watching your video & Enjoying investing through it . Hatttts off to small case team and to you@NG

[@viragnirmalkar]

How to invest in US market through small case?

[@iamnaveenshankar]

There's something called "Global opportunities" I 🤔

[@viragnirmalkar]

Share Us a Link of Global Opportunity

[@mohanch5413]

Clarity given by Ankur & his Presentation styles are Excellent. I watch your videos frequently. Great Going Ankurji

[@bubblebath2892]

You should have mentioned charge of Rs13.5 is " per scrip " ( or per company ) and not based on per stock (number wise ) E.g if I sell 5 stocks of wipro = Rs.13.5 will be charged but if I sell even 1 stock of 5 different companies = will be charged 13.5*5 = Rs67.5 for 5 stocks (1 stock per company )

[@jdsartworld7210]

Yes exactly , I have the same question , dp charge suppose to be per company right? If it's per stock in small case or Zerodha then it's a lot of charge

[@utsavgoyal8503]

Please make a video on best free smallcases available, as for beginners we don't have high corpus to invest and the charges of smallcases you mentioned in your videos will drastically reduce our ROI.

[@puneetgarg8305]

Sir Please Recommend Demat Account For Beginner Investors

[@azharuddintantray]

Groww

[@darshanjain8458]

please make it on vested

[@mandarhadke75]

Hi Sir, I think demat charges are irrespective of quantity sold, pls correct me if I'm wrong.

[@AnantKumarS]

Yes he made a mistake in the calculation. It is just 15.93 and not multiplied by 5

[@FunWithAnikaA]

It's a mistake by him

[@rizwanpathan4118]

@@AnantKumarS Wt ankur mean is 5 different stocks

[@ketanpote9537]

@@AnantKumarS amount is actually for individual scrips not quantity of shares

[@mandarhadke75]

@@FunWithAnikaA - My intension was just to clarify my query and not to point Ankur's mistake. 😊

[@pranaysai3302]

Great video Sir....but I felt the title was misleading...imho it should have been costs EXPLAINED and not EXPOSED😅...

[@aritradas2303]

Hello Sir! Firstly thank you very much for teaching the concept of smallcases in such a detailed manner. I was sceptical about investing in smallcases but now I am certain that this is the best product for those who are novice in stock market. 🙏🙏 Sir I have just one question that if I do a monthly SIP in a smallcase then will the smallcase charge me the smallcase fee every month or only once?? Kindly if you could reply to this query of mine asap then I can start my investing journey... Thanking you once again. ❤️❤️

[@aritradas2303]

Thank You So Much Sir.....Loads of Love ❤️❤️ and Stay Healthy 💪💪💪

[@user-HBD]

@@aritradas2303 depends if its a paid subscription then yes. If its a free smallcase then, no.

[@gurmeetchawla8362]

@warikoo jee thanks again for yet another great video. Where is the statement which can be used from the smallcase to file my taxes.

[@sarthakgoyal6691]

Hey Ankur, usually mutual funds have around 1% expense ratio. If I want to subscribe to a paid smallcase with fees 6k per year, I'll have to put in 50k per month so that the total subscription cost becomes 1% of invested amount. If I want to invest less than 50k per month, should I still go for smallcase?

[@Manu-ik8nn]

While you are right, Mutual funds are highly diversified and risk averse as such generate lower return comparative to small case investing. In first year your expense ration might be say 3% on let say 20K per month investing. But 3 years down the line, it will come down to below 1%. This is due to the fact that small case subscription fee is not proportional but fixed unlike MFS Hence for long term investing, I am definitely gonna advice smallcase. Once a portfolio crosses 10L, expense ration will be about 0.6% and will decrease with time further

[@sarthakgoyal6691]

@@Manu-ik8nn Thank you so much for replying back. I think you put it perfectly when you said that in mutual funds the expense ratio is variable but it is fixed in smallcase. I still feel that the expense ratio won't keep going down in smallcase with time because the subscription is yearly. So in 3 years, my invested amount becomes 3x but so does my subscription cost. So in that case my expense ratio would still remain 3%. Let me know if I'm thinking on the wrong lines here. Thanks!!

[@shreyassureshkadaiah7289]

Mr.Warikoo pls make a vedio on which bank sector's account (public or private) is better for integration with dmat account

[@raginisharma9302]

Can you really read my mind or what . This is exactly what I have been thinking about - thank you. So if one starts a SIP of small case then also , all charges except subscription would apply -is that correct?

[@abhishekbhimani7838]

Correct

[@raginisharma9302]

@@abhishekbhimani7838 thank you

[@ppmmbb999]

Thank you for the info on the transaction charges in Smallcase

[@KINJANBHAVSAR]

Hi Sir, Suppose if we do SIP of 3000, does they charge 118 Rs for each SIP + other charges?

[@ashutoshpatnaik5977]

no only first time

[@mahendradatta2726]

Hi Warikoo... Please make one more video on Web 3.O and Crypto Mining

[@graceflorence2255]

*I must say that knowing you is my greatest achievement in life, i receive my profit $10,000 successful, all thanks to Mrs Linda may God keep on blessing you.*

[@graceflorence2255]

*I withdraw my profit every week thanks so much.*

[@timothyben8454]

Another great withdrawals today!! £73,500 i appreciate what you've done for me, you're the best and i promise to spread your good work, thanks so much Mrs Linda.

[@gadomainasara8560]

Yes I'm also a living testimony of expert Mrs Linda.

[@gadomainasara8560]

Mrs Linda has changed my financial status for the best.all thanks to my aunty who introduced her to me?

[@gloriajohncy5989]

Who's this professional, everyone is talking about? I always see her post on top comment on every KZbin video I watched.

[@kishori-xc4ii]

nice info ... @warikoo : please talk on STCG tax , how they will calculated in mutual fund house .... so its better to compare us with mutual fund and smallcase

[@TechnoidicTales]

15:54 love him for portraying his originality in this final cut 😂

[@kanavgupta4930]

😂😂

[@sudiptaghosh7155]

Excellent piece... loved it. Commission and charges are generally missed while investing. Focus is always on returns. Thank you so much Ankur.

[@suhasdd]

Surely these videos has helped will start using smallcase going forward.. thanks for the videos.

[@darshanjain8458]

please make it on indmoney

[@SURABHISRIVASTAVA-eu6wj]

Thank you for such a knowledgable insight on Smallcase features.

[@suyogkapsikar6059]

Cost adjusted return field does not include subscription fee.. I think that's a major component

[@sreejithiyer7540]

Hii Ankur!!! Can you make a video on investing with patience( With examples). I have always had a question that when is it time to sell if the investment are not generating returns even after long period. It is easier to say to do cost averaging or to keep patience when the market is hunky Dory! Can we- "the new age investors" get the taste of long periods of market consolidation or fall beforehand! And 'to-do' things during those period! Thankyou. You're the best! Keeep on going just 9 years for 10 million!

[@tammywilson6030]

Thanks~~~~

[@eagerbeaverlearner5184]

Addicted to your vdoz..!!! Even I am watching ue Tedx show.. thanks 🙏 fa sharing ue knowledge.

[@KarthikHegde77]

PERSONAL OPNION: The biggest drawback of smallcase has to be short term capital gain tax on each rebalance. Especially for retail investersors, who don't have audits or who file tax themselves, will have to also declare the short term trades while filing for tax, and also pay 15% on top. If smallcase can somehow avoid this, then its actually an good investment option. EX : if you have a smallcase of 20 stocks, every quarter rebalance can lead about 20 short term trades( assuming 5 stocks sold in every rebalance.) Then you have to declare them all 20 in your IT. if you invest in more smallcases, managing this becomes even more difficult.

[@LoveYouEnglishLessons]

I love listening to you. It's a kind of ritual now. Keep educating.

[@abhichohan8837]

Ankur sir, I've a doubt here: are there any SmallCase charges during rebalancing?

[@harishkalda5288]

How to start SIP IN SMALL CASE, plz give demo

[@swetasaraf1837]

Please speak on how we can enter the EV market through stocks

[@mrinmoyjyotidas2557]

Thanks Ankur Sir...mera to pura doubts clear ho gya...thanks a lot

[@omkarkolhapure6088]

Please make a video on SIP through smallcase

[@prasadmathkar8185]

Can you please make a video on the dynamics and costs involved in creating your own smallcase

[@jojo-eb6yf]

Can you please make video on small case subcription charges vs mutual fund expense ratio.

[@krishngarg701]

Hello @ankur warikoo, thank you for the video, just wanted to if I Invested money in dividend scheme, am I entitled to get dividends or just returns and no dividend

[@anuragjain9359]

Sir how do you manage to speak so slow. Please make a video on it. I really want to learn. Thank you so much.

[@bigul_siwach]

And here I was wondering why is my zerodha fund showing a minus 83 amount 🤦‍♂️🤦‍♂️🤣 Thank you sir❤️

[@HarishBhimaniReal]

Excellent elucidation. I could not find the Tata Group Smallcase you've mentioned.

[@atuldhankhar]

Sir, can we sell the smallcase anytime we want to...? And do we have to sell each stock Individually or can sell the whole basket in a single go? Kindly tell...?

[@mrrishiraj88]

Namaste, Ankur Ji!🙏

[@Deccan_Boy_In_UK]

What is the use of take subscription small case. How they work. Tips, follow ups etc. Need details. Thanks

[@shiladityagida]

Put bubble or something on phone’s screen when scroll up or down so we can see clearly where did you click to open what you are showing.

[@Arjun-bg5vz]

A detailed excel comparison between Stock vs MF vs Small case (net returns after all expenses and subscription) will show the true picture. Ankur. -can you please do this for us?

[@Arjun-bg5vz]

@Wàrłkoo get lost, scammer! We know this is a fake account, stop fooling people

[@debjyotiroy842]

Hey Ankoor, Big fan !!! A small request, can you please make a video on small term long term capital gain charges and other details pertaining to that ? Thank you

[@NaveenKumar-dd4go]

Thanks Ankur , what's the opinion on Naked Trader smallcase ? how SIP works on smallcase ? Can you please make video on that . Thanks alot

[@vatsalbalde6368]

I wonder what would happen for the Penny stocks or stocks

[@rsh24]

Kindly compare these charges with mutual fund charges .That would help a lot.Thanks