IIFL Research

Get access to investment portfolios created by research experts

Get to know

IIFL Securities Limited

IIFL Securities, a part of the IIFL group, is a key player in both retail and institutional segments with 4% share of daily cash turnover. The company is a leading player in the broking industry with more than a million accounts being opened since inception. The company provides execution, advisory and research service across products like equity, F&O, Commodity & Currency and Mutual Funds. The company is also one of the top distributors of AIF products, mutual and funds.

Ever since inception, its best in class research has been the key differentiator that has enabled IIFL to attract and build client relationships. The research team of 28+ individuals combined have innumerable years of experience having served in similar capacities at some of the top institutions in the past.

Enjoy a seamless investing experience

Get started in
3 easy steps

Choose

Choose a suitable portfolio that matches your investment objective.

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

Invest

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

Enjoy a seamless investing experience

Get started in
3 easy steps

All your questions answered

Frequently asked questions

What are the products offered?

IIFL Securities smallcases offers a bouquet of portfolios which enables investors to choose between various themes ranging from fundamentals, thematic, momentum and quant.

What is their investment philosophy?

For our portfolios that are curated for varying risk profiles, we rely on the bottom up investing approach which assist in driving in better performance even during down periods. As for our thematic portfolio, high preference has been given to qualitative and quantitative factors. Finally, other portfolios are created either using momentum based indicators or by quantitative research using a combination of 1mn+ data points.

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 Iifl Research. 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?

Iifl Research 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 Iifl Research’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.