Ethical Advisers
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Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Ethical Advisers Research Desk

No. of complaints as per SEBI guidelines

At the beginning of the month


Received during the month


Resolved during the month


Pending at the end of the month


Reasons for pendency


Managed by

Dick Hosy Mody

SEBI Registered




Investment Strategy



Dick Hosy Mody, a 30 year veteran in the Indian equity markets. Dick has a solid educational background,having held All India Merit Ranks in India Chartered Accountancy Exams,& is a qualified Company Secretary).

Over the past 3 decades, he has gained rich investing experience while based in global financial centres,including Mumbai, London, New York, San Francisco and Florida with top Global Investment banks including JP Morgan, Morgan Stanley, Deutsche and Raymond James, largely in his capacity as Head of Sales / Executive Director-North America,UK regions. His endeavour is to thus bring to clients; his extensive experience and knowledge, gained while personally acting as an advisor to some of the most respected Institutional asset managers across India, the US, UK, Asia and the Middle East.

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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?
The Resilient Pack: This smallcase is a perfect answer to the current market volatility and we believe that we are in for an extended period of uncertainty given the global lockdown and it's economic impact. As we sense better clarity and visibility on global macro, we shall launch additional strategies from our existing data-base/watchlists.
What is their investment philosophy?
We identify businesses which we believe have a strong competitive positioning and thus provide sustainable long term cash-flows. Besides, the following attributes are non-negotiable for the company to be on our watchlist: - Management track-record - Reasonable visibility of future growth - Strong fundamental attributes, incl profitability, return on capital and leverage - Treatment of minority shareholders, via transparency, dividend payouts and buybacks From the watchlist, we would then cherry pick companies based on their valuations and create an intelligent portfolio depending on the strategy offered.
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 Ethicaladvisers. 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?
Ethical Advisers 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 Ethical Advisers’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.
Are there lock-in periods?
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section