smallcases are baskets of stocks/ETFs based on themes and strategies. smallcases are managed by top investment experts in India.
Do you believe EVs are the future of transportation? Think the IT sector is going to grow? Explore stock portfolios of top stocks following that particular theme or idea on smallcase.
There are more than 500 such ideas to explore on smallcase. Just pick an idea that appeals to you and start investing in stocks. It’s that easy!
START INVESTING WITH SMALLCASE
Connect your existing broker account. Smallcase has partnered with14+ leading stock brokers in India, including Kite, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL (Indiainfoline) Securities, Angel Broking (now Angel One), Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, and Edelweiss.
If you don’t have a broker/DEMAT account, smallcase can help you connect with a broker of your choice to open a trading and DEMAT account.
Pick an investment strategy you believe in and an expert (Smallcase Manager) you trust. Choose a combination of an investment idea and an investment expert that you feel comfortable with.
Ensure your minimum investment amount is enough to justify any subscription fees attached with the smallcase
Invest in lump sum or start a SIP
You will get rebalance updates from the expert managing the smallcase from time to time. Rebalancing is the process of reviewing the stocks/ETFs & their weights of a smallcase to ensure that it remains true to the theme or strategy. In an ever-evolving market, rebalancing helps make sure that the constituents of the portfolio align with the underlying idea of the smallcase in the best possible manner.
You can exit a smallcase whenever you need to withdraw your funds with no strings attached. No lock-in and no exit charges.
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 advisor before investing. Representations are not indicative of future results. The quoted smallcases are exemplary and not recommendatory.
WHAT SMALLCASE CAN DO FOR YOU
65 Lakh+ Indians are using smallcase for investing in portfolios. You'll be in good company.
You would have heard a lot about SIP in Mutual Funds. With smallcase, you can now SIP in stocks too. Pick a stock basket, and start SIP. It's that easy.
Some of the top investment experts in the country create and manage stock baskets on smallcase. You get affordable access to their expertise and readymade portfolios.
Diversified portfolios can withstand fluctuations in the stock market. Unique investment ideas on smallcase can help you with that diversification.
If you want to learn more about stock investing, nothing beats practical experience. smallcase managers always inform and explain why a stock is getting added or removed from your portfolio. Learn how decisions are being made by actioning rebalances on your own portfolio.
You are always in control. You’ll know exactly where your money is invested. The stocks and ETFs will reflect in your broking and DEMAT account. You can exit smallcases and withdraw money without worrying about exit loads and lock-ins.
BENEFITS IN STORE FOR SEASONED INVESTORS
Discover and choose from various investment strategies, including Growth Investing, Sector Trackers, Dividend, Momentum, and Value Investing
Get access to top investment experts from Windmill Capital, Weekend Investing, Capitalmind, Wright Research, Green Portfolio, Adroit Financial, Niveshaay, and many more.
Want to organize stocks based on your own idea? Create your own stock basket and start a SIP on it. You can share it with your friends too.
Track how your own stock basket is performing against benchmark indices.
