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 a theme, idea, or strategy.

Explore thematic investing ideas such as Electric Vehicles, “Momentum Investing”, or “Precious Metals Tracker” – smallcase offers 500+ model portfolios to diversify your equity or debt investments.

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

INVEST IN SMALLCASES
- 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 risk profiles and goals like retirement, buying property, or trips abroad
- Set up SIPs in a basket of stocks, ETFs, or mutual funds with one tap
- Start your basket investing journey with smallcase

Connect to your existing broking/demat account or open a new one to invest in smallcases. 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 investment goals. They offer curated investment portfolios with the same diversification and transparency as stock & ETF smallcases.

INVEST IN MUTUAL FUNDS
- Invest in zero-commission, direct mutual funds
- Choose from multiple MF types – equity, debt, hybrid, ELSS funds & more
- Compare mutual 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 online (shares, FDs, mutual funds & model portfolios) in one dashboard
- Check your investment score and get smart alerts on your portfolio’s performance

GET A LOAN AGAINST SECURITIES
You can now get loans against your Stocks and Mutual Funds on smallcase.

- Get a loan against securities without breaking any investments
- 100% online, under 2 hours at low interest rates
- Repay the loan on stock or mutual funds at any time without any foreclosure charges

GET PERSONAL LOAN
Get personal loans offering flexible money 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 share 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://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.

worst app. there is no option for rating or giving a review of a smallcase in the app so the credibility of the smallcases is questionable because the customer can not give rating to his own smallcase . the app hangs a lot and also sends you to an external link for rebalancing of the stocks.

They mislead the customers by claiming that things will be done in a certain time - but they never keep their promises. something which should have been done in 2 hours has taken 18 hours and still counting + there is no easy way to connect with the customer care executive, you need to raise the ticket for which the TAT is 24 hours you need to wait for 24 hours to actually hope that someone will email you something and that usually doesn't happen and you end up raising another ticket.

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.