AlgoSmith

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AlgoSmith By William O Neil India Pvt. Ltd.

For more than 50 years, our founder William J. O'Neil has been educating U.S. investors on the proven investing method he created. His investing classic "How to Make Money in Stocks" has sold more than 2 million copies worldwide. We are expanding to India to offer a tool focused on Indian stocks. Our goal, however, remains the same:
To provide individual investors with the knowledge and information they need to achieve success in their investments and in their financial lives.

Years of experience

50+years

SEBI Registered

INA200005125

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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.

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All your questions answered

Frequently asked questions

What are the products offered?

AlgoSmith is an automated Stock portfolios service from William O Neil India which provides tailored strategies to invest in based on an investor's Risk Appetite and Growth requirements.

What is their investment philosophy?

AlgoSmith strategies are backed by over 60 years William O Neil Research and 10 years of fundamental data collected for Indian and Global Markets. Our Data Scientists, Equity Analysts and Technology team is working continuously to make sure we bring the best strategies for you. We have built and combined robots and algorithms which use intricate dynamics to provide accurate stock market advice.

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 AlgoSmith. 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?

AlgoSmith 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 AlgoSmith'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.