smallcase: Stocks, ETFs, SIP

smallcase - Invest & SIP in Stock & ETF portfolios

About this app

smallcases are portfolios of stocks & ETFs based on themes and strategies. These portfolios are created & managed by top investment experts in India and help you get started with investing in Indian stock markets.

smallcase has 500+ readymade stock baskets based on themes like IT sector, EV sector, Pharma Sector, Atmanirbhar Bharat, Dividend stocks, Green Energy, Momentum Investing, Value Investing, and more. These themes cut across bluechip, large-cap, mid-cap, and small-cap stocks.

smallcase works alongside your existing broker account (ex: Zerodha, Groww, Upstox, etc). In case, you don’t have a broker/Demat account, smallcase can help you open one.

SUPPORTED DEMAT ACCOUNTS

smallcase supports demat accounts with 15+ leading stock brokers in India, including Zerodha - Kite, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL (Indiainfoline) Securities, Angel One, Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, and Nuvama.

Stop trading, start investing!

- Install the app, connect your demat/brokerage/trading account
- Choose an investment idea you believe in
- Watchlist a smallcase in case you aren’t sure about investing and want to track the performance first
- Subscribe to a fee-based smallcase if you pick a smallcase with a research/advisory fee.
- There are free smallcases to choose from too.
- Invest in lumpsum or start an SIP, just as you would in a mutual fund.
- Track the performance of your stock market investments against benchmark indices.
- Get timely rebalance updates (buy, sell and weightage change triggers for your stocks) from your smallcase manager to update your portfolio over time depending on market movements and other factors.
- Need to withdraw your investment? Exit a smallcase and withdraw funds anytime you want. smallcases have Zero lock-in periods and Zero exit fees.

smallcase can help

IF YOU PREFER PORTFOLIOS OVER SINGLE STOCKS
smallcases are readymade portfolios created by investment experts.

IF YOU LACK TECHNICAL SKILLS REGARDING STOCK MARKET
All smallcases are created by SEBI-registered investment experts using different investment strategies. They do the heavy lifting around research and technical analysis for you.

IF YOU LACK TIME TO MONITOR STOCK MARKET MOVEMENTS
smallcases get periodically rebalanced by their managers. You can login with your broker account (ex: Zerodha, Upstox, Groww, etc) and update your portfolio.

IF YOU JUST LOVE SIP
SIP is a time-tested strategy for growing investments. smallcase lets you start an SIP into stock baskets, just like you would do with a mutual fund.

IF YOU WANT TO DIVERSIFY YOUR INVESTMENTS
There are over 500 unique investment ideas to explore on smallcase. If you want to diversify your investments or just try out an investment idea, you can find a smallcase that fits your needs.

IF YOU WANT FLEXIBILITY TO WITHDRAW MONEY ANYTIME
smallcases don’t have any lock-in period or exit charges. You can withdraw money to your bank account anytime you want by exiting a smallcase.

IF YOU WANT TO LEARN TO INVEST IN STOCK MARKETS
The best way to learn is by doing things. When you invest in a smallcase, the smallcase manager will give insights on how the portfolio is performing, which stocks are getting added or removed, and why? Over time you’ll learn how investment experts form their decisions toward investments.

IF YOU JUST WANT TO ORGANISE YOUR STOCKS
If you already invest in stocks and know how to pick stocks, you can use smallcase to create stock baskets of your own. You’ll be able to track its performance against market indices, start an SIP or even share the basket with your friends.

NOTE: Investing in Stocks & ETFs (Exchange Traded Funds) are subject to market risk. Read all the related documents before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.

Ratings and reviews

It is a great app but lack some features. When I do the rebalancing, I have feature to change number of stocks but not to change the price, it places market order directly. I would like to place limit orders also when doing rebalance to make sure I dont buy/sell at market price. Another feature is when I bought the stock as mentioned in rebalance but directly on broker rather than getting redirected by smallcase so I would like to add that information about buying the recommended stock.

It's a great platform for people like me who are new to investment but do not have the time to research about various stocks or ETFs. A very intuitive idea indeed. Neat, simple to understand and easy to use UI helps beginners like me to start investing.

What's the point of having OTP login if you can't send it on time. After hitting resend OTP, I get the first OTP which if I enter, it's incorrect. And then I am presented with OTP limit reached message. At this point I can't login at all. Atleast bring back the option of Broker login when it doesn't work. Why force users to use OTP if it doesn't work from your end. You yourself are blocking your users from using your own app.

What's new

Deck the halls; you’re getting rewards! ✨🎄

Share your love 💕 (and the spirit of investing) with our brand-new Invite and Earn program!

For every friend that you refer, earn ₹300 as a cash reward plus lucrative discounts on our most popular subscription plans! Your friend gets the same rewards too, once they invest. It’s a gift that keeps on giving (literally). 💸

So, why settle for just friends when you could have the benefits too? 😉