Sana Securities
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Achieve your investment goals with

Model Stock Portfolios

smallcases are curated baskets of stocks that are managed by Sana Securities Research Desk

Managed by

Rajat Sharma

SEBI Registered

INA100004608

Experience

12+ years

Investment Strategy

Growth

Rajat is the founder CEO of Sana Securities, a pan-Indian financial advisory and research firm. He is a well known stock market analyst and is widely regarded for consistently identifying early stage investment opportunities. Rajat is a regular commentator for print and television media including for ET Now, Bloomberg Quint, The Economic Times, Wall Street Journal, DNA, Business World, Asian Review, Hindu Business Line and Zee Business. Rajat is qualified as an attorney in New York, and India. Prior to founding Sana Securities, Rajat practiced as a financial markets attorney in London, Delhi and Mumbai where he advised financial intermediaries and corporate clients.

Get started in

3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective & risk profile.

02

Subscribe

Subscribe to the portfolio to get access to the constituents and future updates.

03

Invest

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

Confused about where to start?

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Easily track & manage your portfolio
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1-click portfolio execution
SIP to grow your investment
Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?
We recommend socks based on the market environment and foreseeable opportunities.
What is their investment philosophy?
The investment philosophy is Growth & up to 14 stocks across different market capitalisations
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 Sana Securities. 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?
Sana Securities 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 Sana Securities’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