smallcase: Stocks, MFs, FDs

CASE Platforms: Invest with confidence

About this app

smallcase is a basket investing and model portfolio app that helps you build and track a diversified investment portfolio across stocks, ETFs, mutual funds, fixed deposits & more.

Connect and invest directly into model portfolios of stocks and ETFs via your Demat/broking account with Kite by Zerodha, Groww, Angel One, Upstox, ICICI Direct, and more.

- Invest & SIP across Stocks, Mutual Funds, ETFs & FDs
- Track your entire portfolio - stocks, FDs, mutual funds & smallcase model portfolios
- Get instant loans against securities like stocks & mutual funds

Your stocks, ETFs, and funds stay safe in your linked Demat account: Kite by Zerodha, Groww, Angel One, or any other partner you connect to smallcase.

INVEST IN SMALLCASE
- smallcase gives you access to model portfolios of stocks and ETFs, professionally built for diversification
- Find 500+ readymade portfolios based on strategies, sectors, and trending themes
- Explore theme-based investing ideas like Momentum, Atmanirbhar Bharat & Electric Vehicles
- Pick a portfolio manager based on experience, investment style & past performance
- Discover model portfolios across multiple risk profiles and goals like retirement, buying a house, or an international trip
- Set up SIPs in a basket of stocks with one tap
- Start your journey into basket investing by creating your model portfolio on smallcase

You can connect your existing Broking/Demat account with Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL Securities, Angel One, Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, Nuvama & more.

smallcase is integrated with Tickertape - a stock market research and analysis app that helps you make informed investment decisions. Tickertape is a wholly owned subsidiary of Smallcase Technologies Pvt. Ltd.

Note: All model portfolios are created and managed by SEBI-registered investment experts.

INVEST IN MUTUAL FUNDS
- Direct mutual funds with zero commission on mutual fund app
- SIPs or lump sum in equity, debt, and hybrid funds
- Compare funds by category, past returns, and risk

INVEST IN FIXED DEPOSITS
- Open high-interest Fixed Deposits (FDs) with returns up to 8.4%
- Get DICGC insurance up to 5 lakhs
- Choose from multiple banks: Slice SF, Suryoday SF, Shivalik SF, South Indian, and Utkarsh SF Banks

TRACK YOUR INVESTMENTS IN ONE PLACE
- Import your existing stocks and mutual fund investments across multiple broking and finance apps
- Track all investments (stocks, FDs, mutual funds & model portfolios) in one dashboard
- Check your investment score and portfolio performance anytime

GET A LOAN AGAINST SECURITIES
You can now get easy loans against your Stock and MF investments on the smallcase app.

- Get a loan against securities without breaking any investments
- 100% online, under 2 hours at low interest rates
- Pay back the loan at any time without any charges for early closure

GET PERSONAL LOAN
Get personal loans offering flexible repayment options & low-interest rates

Tenure: 6 months to 5 years
Maximum Annual Percentage Rate (APR): 27%

Registered Non-Banking Financial Company (NBFC) Lenders:
- Aditya Birla Finance Ltd
- Bajaj Finance Ltd

Example:
Interest Rate: 16% p.a.
Tenure: 36 months
Cash to be credited: ₹1,00,000
Processing Fee: ₹2,073
GST: ₹373
Loan Insurance: ₹1,199
Total Loan Amount: ₹1,03,645
EMI: ₹3,644
Total Repayment Amount: ₹1,31,184

NOTE: Equity Investments are subject to market risk. Read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisors before investing. Representations are not indicative of future results. The quoted model portfolios are not recommendatory.
For further disclosures, visit: https://www.smallcase.com/meta/disclosures

Registered Address: smallcase Technologies Private Limited
#51, 3rd Floor, Le Parc Richmonde,
Richmond Road, Shanthala Nagar,
Richmond Town, Bangalore - 560025

Ratings and reviews

1. Useless support. Staff members do not know how to resolve issues. 2. Lots of issues - it doesn't sync with backend systems properly if there is anything pending at backend. 3. Smallcase app is not flexible and user friendly. It doesn't allow to modify, move stocks from one to another, remove (not selling) & adding stocks (not buying) etc. 4. Selling subscriptions for high prices w/o certain return commitment. 5. Different smallcase shows return in different timescales - not consistent.

all numbers are shown wrong on this app. they show huge past profits were as its not true. I am using this app from more than year or so. now when I check returns I got in last yr compared to shown on app is no where near by. they are showing misleading numbers

UPDATE: Now everything is seamless and a wonderful concept for investment! pls keep it up. Update: Unable to login in my new phone Samsung S20 FE 5G running Android 12 with OneUI 4.0. Kindly update or fix bug. It is working flawlessly on my Redmi Note 5 pro. Fantastic way to manage our various portfolios under different baskets! Thanks a lot zerodha for such a beautiful concept and an even wonderful app.

What’s new

We have improved our login flow to make it easier for you to explore everything smallcase has to offer - model portfolios of stocks, fixed deposits, mutual funds, loan against mutual funds & loan against stocks.