Sana Securities
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Model Stock Portfolios

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

No. of complaints as per SEBI guidelines

At the beginning of the month


Received during the month


Resolved during the month


Pending at the end of the month


Reasons for pendency


Managed by

Rajat Sharma

SEBI Registered



12+ years

Investment Strategy


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.

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3 simple steps



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



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



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

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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 basket of stocks/ETFs* in a specified weighting scheme 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.
Are there lock-in periods?
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section