Imagine a food delivery company that brings you food from your favourite restaurant.

Understanding an investment product can get confusing; so let’s start with an example you can relate with.

smallcase is basically the same, except in the sphere of investments.

On smallcase, we have 500+ stock portfolios (called smallcases) cooked up by expert chefs of the stock markets.

You can choose the one you want and/or need, and place your order on the smallcase platform.

And voila, we deliver the set of stocks in your invested smallcase straight into your demat account! 🥳

What are smallcases?

– smallcases are ready-made stock investment portfolios – Carefully researched and curated by proficient and experienced financial experts – Based on a specific theme or strategy – Easy way to invest in a diversified set of stocks or ETFs.

Why should I invest in smallcases?

1. 500+ smallcases based on various everyday ideas and strategies 2. Professionally-curated portfolios from SEBI-registered market experts 3. Intelligently diversified stock/ETF portfolios minimise risks and tackle volatility 4. Invest in just a couple of clicks

Why should I invest in smallcases?

1. You own the stocks; they’re directly credited into your demat account 2. Regular rebalances to keep your investments up to speed with markets (more on this later) 3. NO lock-in period 4. NO exit charges

smallcases are based on widely-adopted strategies and everyday ideas around you. Let’s explore?

Park your wealth or create wealth sustainably with simple investments

Bullish on a sector? Track and invest in top companies of growing industries

Invest in trending themes in indian stock markets

Love a brand? Invest in it!

Looking for a new investment idea? Discover hidden gems!

Investing is simple. All you’ve got to do is -

1. Add funds to your demat account 2. Select the smallcase you want to invest in 3. Subscribe to it if it’s a fee-based one, or 4. Hit the Invest Now button

…and done! You will have now invested in a diversified portfolio curated by a market expert.

Tracking and managing your smallcase is also done by your smallcase Manager! Once you invest, you can -

1. Track the performance of your smallcase 2. Manage the constituents to fit your needs 3. Rebalance your smallcase according to updates sent by the Manager

What is rebalance?

Your money should make the most of the markets.  Rebalancing is a way of keeping your investments updated with current market trends and conditions. smallcase Managers send regular rebalance updates for you to stay on top of the markets.  You can check out the frequency of updates sent on individual smallcase profiles.

All set to get started? Here are the two most loved smallcases by first-time investors -

These smallcases are low-risk, low-cost, and designed to tackle market volatility.

Equity & Gold

Create wealth with equities, stay protected with Gold. The sweet spot

All Weather Investing

One investment for all market conditions. Works for everyone

Still not convinced? Request a callback and  we’ll get in touch with you right away! 

Schedule a call