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smallcases are intelligent baskets of right stocks that are managed by Estee Advisors Research Desk

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Managed by

Estee Advisors

SEBI Registered



12+ years

Investment Strategy


Estee Advisors LTD is one of the leading names in the quant-based investment management and execution service provider. It was founded by Mr. Sandeep Tyagi in May 2008, when SEBI Permitted Algotrading in India. The firm has a strong track record in the Indian capital market with two major awards 'Best Performing NSE IFSC Member' and ‘Best Institutional Member for NSE' from NSE. It operates on all Indian major exchanges including NSE, BSE, and MCX-SX. The company offers quant-based alternative investment products in Indian equity and futures markets, using a well-defined analytics process undertaken by highly qualified finance and computer science professionals. Estee has a presence in all three verticals of business, i.e. Asset Management, Proprietor Trading, and Execution Service. One of its products I-Alpha has not given a single negative return month since its inception in 2009

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3 simple steps



Choose a suitable portfolio that matches your investment objective.



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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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?
Estee Long Alpha & Estee Long Alpha Lite
What is their investment philosophy?
Long Alpha is a directional strategy that aims to consistently outperform the benchmark equity index while maintaining low volatility. It is a quantitatively managed fund that implements a systematic rule-based trading model to remove human subjectivity.
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 Estee Advisors. 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?
Estee Advisors 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 Estee Advisors’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 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.
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