smallcase: Stocks, MFs, FDs

CASE Platforms: Invest with confidence

About this app

smallcase is a stock and mutual fund investment app that helps you invest in diversified model portfolios for long-term wealth creation. These model portfolios are baskets of stocks, ETFs, and mutual funds, built to reflect an investment theme, idea, or strategy.

Explore theme-based investing ideas such as Electric Vehicles, “Momentum Investing”, or “Precious Metals Tracker” – smallcase offers over 500 model portfolios for all kinds of investors.

All smallcases are created and managed by SEBI-registered investment experts, who offer timely rebalance updates – i.e., buy/sell recommendations – for your portfolio.

INVEST IN SMALLCASE
- smallcase gives you access to model portfolios of stocks, ETFs & mutual funds, professionally built for diversification
- 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 on smallcase

To invest in smallcases, simply connect your existing broking/demat account. smallcase supports India’s top brokers, including Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL Securities, Angel One, Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, Nuvama, and more.

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

MUTUAL FUND SMALLCASES
You can now invest in Mutual Fund smallcases - professionally managed baskets of direct mutual funds built around strategies, themes, or goals. They offer curated portfolios with the same diversification, SIP options, and transparency as stock & ETF smallcases.

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 FDs with returns up to 8.15%
- 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 smallcase.

- 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: CASE Platforms Private Limited
#51, 3rd Floor, Le Parc Richmonde,
Richmond Road, Shanthala Nagar,
Richmond Town, Bangalore - 560025

Ratings and reviews

I paid for subscription for many smallcases and have never been able to recover that. Always loss. I do my trade side by side and I am more profitable than them. Logging in my grow account when doing my update it tells to logout everyday and login again when I do that it tells device not registered. I was logged in before and now what happened. Save money and stay away.

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.

What would make a real difference? I strongly recommend creating and prominently displaying a unified 'Smallcase Index' that aggregates the performance of all your plans. This single index should clearly show overall returns across the entire portfolio, benchmarked against major indices, with historical data spanning at least 3-5 years where possible. By doing so, investors can easily see if Smallcase as a whole is delivering alpha (outperformance) or just tracking the market

What's new

Introducing Mutual Fund smallcases! Discover expert-curated portfolios of select mutual funds to help diversify and spread risk.
Invest smarter with ready-made portfolios designed to match your goals.