Negen Capital

Get access to investment portfolios created by research experts

Get to know

Negen Capital

Negen Capital wants to bring a new approach to this old system of investing in a rapidly changing business environment and is extremely focused just on investing and creating value. Negen Capital PMS has been the:

- Best performing fund June 2020

- Best performing fund August 2020

- Best performing fund in India (Apr - Nov) +91%

- FY21 performance was +188%

- FY22 performance +57%

Negen PMS was awarded a 5-star rating by CRISIL & PMS Bazaar in the multi-cap category for 2 consecutive years FY21 & FY22

- Best performing fund June 2020

- Best performing fund August 2020

- Best performing fund in India (Apr - Nov) +91%

- FY21 performance was +188%

- FY22 performance +57%

Negen PMS was awarded a 5-star rating by CRISIL & PMS Bazaar in the multi-cap category for 2 consecutive years FY21 & FY22

Years of experience

20+years

SEBI Registered

INA000017417

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?

Negen Capital offers Negen Opportunistic SIP smallcase which focuses on Special Situations and Value investing., Negen Capital also offers a second smallcase called 'Mega Trends' which will look to invest in companies operating in emerging areas of the economy which will see structural growth like QSR, Asset/Wealth Management, Farm land related sectors, Defence, IT etc.

What is their investment philosophy?

The product is a mix 'Value + Growth' & Demerger focused investing to maximize return and minimize risk., Its a multicap approach., 'Demergers' offer a great way to invest in unexplored areas of market and can offer outsized returns at times. Some of the many recent demergers are Borosil Renewables, Adani Green, Adani Gas, Suven Pharma, Suven Life, Hemisphere, Greenpanel, Tata Consumer, Tata Chemicals, Max India, Aarti Surfactants and many more big winners. Not many people invest in demergers but our Negen smallcase will give investors a chance to invest in Demergers regularly., The product is useful for clients with moderate to slightly higher risk appetite. Strategy could see volatility like any equity product. , This smallcase will aim to avoid SIN companies like Meat Processing, Tobacco, Alcohol and Gambling as we do not believe in those (This is not a guarantee but an aim)., World is changing rapidly and our investing approach needs to be different from the crowd. Negen Smallcase will attempt to be different.

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 Negen Capital. 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?

Negen Capital 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 Negen Capital’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.