Jarvis Invest

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Sumit Chanda

Sumit Chanda is the Founder & CEO of JARVIS INVEST, an Artificial Intelligence based Equity Portfolio Advisory Platform. Sumit has an experience of over 16 years in the BFSI industry, into devising strategy for various functions, Investments and managing asset portfolios. Leveraging technology as a multi-function delivery platform. He specializes in strategy & implementation in fund management & research, sales & operations, IT implementation & Affiliations. Sumit is focused towards re-architecting the mainframe investment & advisory process. Leveraging technology to streamline the equity investment practices & provide a trustworthy sustainable model for the masses. He drives a simple objective, “Make India Invest Smartly”

Years of experience

18+years

SEBI Registered

INA000013235

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All your questions answered

Frequently asked questions

What are the products offered?

JARVIS offers a portfolio of stocks that has the potential to deliver optimal risk adjusted returns using its Artificial Intelligence based stock selection & asset allocation model.

What is their investment philosophy?

The investment philosophy of the strategy is to advice investors on creating a personalized portfolio of equity stocks, debt & gold depending on the risk profile of the investors, to generate capital appreciation over medium to long term.

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 Jarvis Invest. 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?

Jarvis Invest 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 Jarvis Invest’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.