Wealthemoji LLP

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Vinayakk V Joshi

Vinayakk V Joshi, B.Com.,ACS,ACIS and SEBI Registered Research Analyst is a Managing Partner at Wealthemoji LLP. He is professionally qualified and a Member of The Association of Technical Analysis which is a member of The International Federation of Technical Analyst (IFTA) and also holding membership of The Institute of Company Secretaries of India and The Chartered Institute for Securities and Investment (CISI, London UK). Experience of more than 24 years in the field of Corporate Governance, Capital Markets, Ethics, and compliance under the Stock Exchange and SEBI and Companies Act,2013.

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Years of experience

SEBI Registered

INH000008330

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All your questions answered

Frequently asked questions

What are the products offered?

Wealthemoji offers products across various risk profiles and investment amounts. Products offered are factor portfolios, asset allocation portfolios, thematic & systematic portfolios, and sector trackers based on momentum and growth strategies.

What is their investment philosophy?

The core philosophy at Wealthemoji is to select the stocks which are in momentum and outperforming the benchmark index and having sound financials. , We use our proprietary parameters to select a stock from our curated universe of stocks. Our stock universe is within the TOP 500 companies based on market cap parameters.

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 the smallcase manager. 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?

The smallcase manager 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 the smallcase manager'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.