Trendlinez

Get access to investment portfolios created by research experts

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Harshul Vohra

Harshul is the co founder and the head of research at Trendlinez. He is a Certified Research Analyst and a Certified Alternative Investment Manager® (AIM) from the Association of International Wealth Management Of India. With more than 10 years of experience in financial markets, his analysis ranges from identifying investment opportunities to strategizing portfolios across various asset classes. You can read more about the team here.

Years of experience

10+ years

SEBI Registered

INH100006436

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All your questions answered

Frequently asked questions

What are the products offered?

TrendlineZ offers three unique Investment Portfolio:, TrendlineZ Value - It is a low-moderate risk custom weighted active portfolio based on value investing principles and technical analysis., TrendlineZ Balanced - It is a low risk conservative strategy with dynamic asset allocation between equity and debt., TrendlineZ Passive - It is a low risk core portfolio with dynamic asset allocation in ETF's

What is their investment philosophy?

TrendlineZ Investment Philosophy is to strive for value and growth. Capital protection is the most important objective of Trendlinez investment strategies.

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 Trendlinez. 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?

Trendlinez 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 Trendlinez’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.