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Paterson

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Paterson

Welcome to Paterson.

We are a 90+ year old SEBI-registered wealth management organisation helping high earners and retail investors with expertly curated portfolios to meet all financial needs.

Our secret sauce?

A rigorous investment framework that combines compelling business stories, superior earnings, smart valuations, and timely triggers ensuring meaningful wealth creation.

Powered by an in-house team of seasoned analysts and portfolio managers, we don’t just pick stocks, we craft strategies that protect, grow, and evolve your wealth.

Our smallcases

We offer a wide range of thematic smallcases across sectors, designed to suit different risk appetites and financial goals, bringing you the benefits of professional asset allocation and active management with the convenience of a simple digital experience.

With Paterson, it’s not just investing - it’s intelligent, personalised wealth management made accessible for all ambitious individuals.

All Things Wealth. One Trusted Partner.

Click here to follow us on Twitter

Welcome to Paterson.

We are a 90+ year old SEBI-registered wealth management organisation helping high earners and retail investors with expertly curated portfolios to meet all financial needs.

Our secret sauce?

A rigorous investment framework that combines compelling business stories, superior earnings, smart valuations, and timely triggers ensuring meaningful wealth creation.

Powered by an in-house team of seasoned analysts and portfolio managers, we don’t just pick stocks, we craft strategies that protect, grow, and evolve your wealth.

Our smallcases

We offer a wide range of thematic smallcases across sectors, designed to suit different risk appetites and financial goals, bringing you the benefits of professional asset allocation and active management with the convenience of a simple digital experience.

With Paterson, it’s not just investing - it’s intelligent, personalised wealth management made accessible for all ambitious individuals.

All Things Wealth. One Trusted Partner.

Click here to follow us on Twitter

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Latest from Paterson's desk

Years of experience

90+ years

SEBI Registered

INA000015747

Enjoy a seamless investing experience

Get started in
3 easy steps

01

Choose

Choose a suitable portfolio that matches your investment objective.

02

Subscribe

Subscribe to the portfolio to get access to the constituents and future updates.

03

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

The portfolios showcased in the video are dummy portfolios provided solely for illustrative and informational purposes. It is not a recommendation, investment advice, or advertisement, and should not be relied upon for making any investment decisions

Enjoy a seamless investing experience

Get started in
3 easy steps

All your questions answered

Frequently asked questions

What are the products offered?

We currently offer 5 high-conviction smallcases, each built on a strong thematic foundation and backed by rigorous research and real performance:, Satellite, Monopolies, Value Migration, Socially Responsible Investing, All-Season, These smallcases are designed to beat traditional investment options like mutual funds by combining:, Concentrated portfolios, Superior stock selection, Timely rebalancing, Strict adherence to the core theme, In addition, we offer customised portfolio advisory services, tailored to your goals and risk profile.

What is their investment philosophy?

We don’t think in percentages. We think in multiples., Our investment philosophy is rooted in identifying stocks with the potential to deliver outsized returns by riding the dual engine of:, Strong earnings growth, Valuation re-rating, To do this consistently, we use our proprietary SEVT framework, which guides every stock selection. It includes:, Long-term Stories – Structural narratives and market shifts that unfold over time, Strong Earnings Growth – Backing the story with solid financials, Reasonable Valuations – Buying with a margin of safety, Visible Triggers – Identifying catalysts yet to be priced in,

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.

More questions? Check out help section