smallcase - Save & Invest

CASE Platforms: Invest with confidence

About this app

smallcase is a great place to put your money to work. We have investment ideas across Indian Stocks & ETFs, Mutual Funds, Fixed Deposits, and for global diversification - US Stocks & ETFs.

What makes smallcase stand out from other investment apps is our 'model portfolios', also known as 'smallcases'. These are baskets of Indian Stocks/ETFs, Mutual Funds or US Stocks/ETFs. These smallcases are created by investment experts, around an idea like a trending sector (Defence, Pharma, etc.), a theme (AI & Data Centers, Clean Energy, etc.) or a trusted strategy (Momentum, Value & Growth, etc.)

To keep your investments fresh, these smallcases are periodically rebalanced by buy/sell recommendations of underlying stocks to keep up with market trends.

INVEST IN INDIAN STOCKS & ETFs
- Connect your existing broking or demat account, or open a new one. smallcase supports India's top brokers including Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL Securities, Angel One, Motilal Oswal, Axis Direct, Kotak Securities, 5paisa, Alice Blue, Nuvama, and more
- Select an idea to invest in like Electric Mobility, and leave the underlying stock picking to experts. They will research across EV manufacturers, charging service providers, battery manufacturers, etc. to find the most suitable for the smallcase
- SIP into multiple stocks in one go
- Apply rebalance updates periodically to keep your investments fresh

INVEST IN US STOCKS & ETFs
- Open a free Global Investing Account and fund it via your Indian bank account
- Invest in trending ideas unique to US markets like AI Supply Chain, Robotics, Country Rotation, etc. Leave the underlying stock picking to experts.
- Since fractional shares are supported, start investing with just $50
- Your investments stay fresh with automated rebalancing when the smallcase manager triggers a buy/sell action of underlying stocks
- Invest with confidence via the GIFT City framework, fully compliant with Indian regulations

INVEST IN MUTUAL FUNDS
- Invest in baskets of direct mutual funds with zero commission
- Select an idea like Parking your Savings, Sector Rotation, Flexicap Picks, etc, and leave the selection of underlying mutual funds to experts
- SIP into multiple mutual funds at once

TRACK YOUR NET WORTH WITH WEALTH OFFICE
- Get a 360° view of your finances across stocks, mutual funds, gold, real estate, FDs, EPF, loans, and credit health
- Chat with Wealth Office AI to uncover insights about your wealth, forecast your net worth, and get roadmaps for your financial goals

GET LOAN AGAINST SECURITIES
- Get a loan against your stock and mutual fund investments, without selling them
- Avail low interest rates starting at 9.99% p.a.
- Repay at any time with no foreclosure charges

Tenure: 36 months
Maximum Annual Percentage Rate (APR): 13%

Registered Non-Banking Financial Company (NBFC) Lenders:
- DSP Finance Private Limited
- The South Indian Bank Limited
- Bajaj Finance Limited

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

INVEST IN FIXED DEPOSITS
- Open high-interest FDs with returns up to 8.5% p.a.
- Get DICGC insurance up to ₹5 lakhs
- Choose from Slice SF, Shivalik SF Bank, and more

NOTE: Equity investments are subject to share market risk. Investments in global markets are subject to market, currency, regulatory, and jurisdictional risks. 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 full 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 got some of my money trapped in this app. I'm not receiving any OTPs. And always says something went wrong. Only customer care they have is bots. which never solved any issues. edit: I have already emailed customer service. it's just the same old copy paste messages. there is no customer care to call. It's been 3 years btw. Still trying to get out of this mess alone.

It used to be a good app but right now it has removed the option of sip which used to be a great feature for us small investors. The are just becoming more greedy. Find any better alternative, not the same as previous.

Sooo Frustrating!!! ... I have been trying to sell my MF on this App. First it shows 'Order Placed'. And then I receive a message saying - 🚨 Your Exit order for *** could not be filled. Please try placing the order again. --- Even after multiple attempts over the past few days, I have been experiencing the same issue. What about market timing??? What's the use if I cannot sell my assets at right time??? I have even tried reaching out to support. But not received any resolution. Losing Trust !!!

What’s new

Your portfolio now has a passport 🌎
US stock & ETF smallcases are now live, with themes like AI, Robotics, Genomics and more.