smallcase: Stocks, MFs, FDs

CASE Platforms: Invest with confidence

About this app

smallcase is a model portfolio-based investing app that helps you build and track a diversified investment portfolio using stocks, ETFs, mutual funds & more.

Connect and invest directly via your Demat/broking account (Kite by Zerodha, Groww, Angel One, Upstox, ICICI Direct & more) to explore readymade model portfolios of stocks and ETFs, created by SEBI-registered investment experts.

- Invest & SIP across Stocks, Mutual Funds, ETFs & FDs
- Track all your investments in one place: stocks, model portfolios, FDs & mutual funds
- Get an instant loan against your stock and mutual fund investments

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

INVEST ON 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 themes like Atmanirbhar Bharat, Momentum, or 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 portfolios are created and managed by SEBI-registered investment experts.

INVEST IN MUTUAL FUNDS
- Direct mutual funds with zero commission
- SIPs and one-time investments 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 brokers (like Zerodha, Groww, etc.)
- Track your stocks, mutual funds, FDs, and model portfolios on a single dashboard
- Check your investment score and portfolio performance anytime

GET LOAN AGAINST SECURITIES
You can now get easy loans against your Stock and MF 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

It was working fine but now the app doesn't even open. I am on 23 ultra and both the phone and the app are updated to the latest version. plz solve this.

I would give 5 star but I am giving 3 star because of customer service. Connecting to customer care takes so much time. It takes usually 5-8min to connect with the customer service. @smallcaseteam do work in cx support because you guys only provide chat option which is very time consuming, give also customer care no. so people can directly connect to you guys easily. I am changing my review from 3 star to 2 star because they are still not working to improve the customer service.

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.