Welcome to the future of investing

Invest in ideas
with smallcases

Available on India's largest brokers

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investors
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investors
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investors

Stock investing made easy

A smallcase is a basket of stocks that reflects an idea

smallcases are portfolios of stocks or ETFs, weighted intelligently to track a theme, strategy or objective

Diversify & lower your risks

Investing in multiple stocks protects you against volatility in a specific stock

Zero management fees

Pay only when you transact, unlike paying everyday for mutual funds

Always stay in total control

Invest without lock-in & earn dividends directly in your bank account

Managed by India's
top financial experts

smallcases are built & managed by SEBI licensed professionals, using quantitative models & algorithms to screen & weight constituents

See All CreatorsHear the Creators

Don’t take our word for it

See what other investors are saying

Satish Suggala
@MindYoghurt

Finally got access to @smallcaseHQ and gotta admit, it 's the most beautiful investment product I've ever seen.

5:28 PM - 6 Jan 2017
Aakash Goel
@aakashlpin

first stock market investment today. in case you're a stock market noob like me, highly recommend @smallcaseHQ!

11:45 AM - 13 Jan 2017
Deepak Abbot
@deepakabbot

One product that impressed me a lot in last 1 yr & also benefitted me personally is @smallcaseHQ - never got interested in markets earlier 🥇

7:58 AM - 24 May 2017
sampad swain
@sampad

Lately, been playing w/ stocks & wealth mgmt apps. Amongst all,@smallcaseHQ is the shining star. Absolute recco on 💻 & 📱

9:40 AM - 4 Jul 2017
Gaurav
@Pen_Fighter

OK! I found @smallcaseHQ at this odd hour. ALAG LEVEL. Isn't it alike your own mutual fund?

2:27 AM - 10 Jul 2017
Nithin Kamath
@Nithin0dha

The best investment tech startup in India today.@smallcaseHQ hoping you guys are the catalyst to get the next million to the markets :)

12:16 PM - 15 Jul 2017
Bala Panneerselvam
@iBala

@smallcaseHQ love your product! Kudos!

3:45 PM - 26 Jul 2017
Shruti Ghatge
@s_ghatge

@smallcaseHQ! What a brilliant product. One of the best I've seen.

11:22 AM - 19 Sep 2017
Rupesh Malu
@Rupesh_Malu

Agree " mutual funds sahi hai ", but somehow started feeling smallcase better hai! ☺ What a product! Thanks @smallcaseHQ and@zerodhaonline !!

12:41 PM - 6 Oct 2017
Arpit Agarwal
@arpiit

Felt like Buffett when I logged on to @smallcaseHQ today 😀 There are only two kind of ppl - those who have a Smallcase and those who will!

12:00 PM - 6 Nov 2017
Aadil Bandukwala
@aadil

Take a bow @smallcaseHQ! What an incredible product! 🙏🏻 The ease at which you make equity investing happen - such a breath of fresh air!

9:03 AM - 4 Dec 2017
Vishant Pai
@vishantpai

They way I am promoting @smallcaseHQ I won't be surprised if I am mistaken as their business development executive. Impressive product. Keep up the great work you are doing. Happy new year.

10:42 AM - 1 Jan 2018
Shankar Ganesh
@_shankarganesh

Ladies and gentlemen, check out @smallcaseHQ. Even if you don't end up investing, you'll be impressed by how pretty it is! 😘

6:37 PM - 9 Jan 2018
Deepak Gupta
@DeepakG606

Great way for those early to investing to get exposure to sectors/themes thru @smallcaseHQ. Well researched and easy to buy and manage portfolios.

1:07 PM - 16 Jan 2018
Santosh Dogra
@SanDogra

Had an Amazing experience on building own #theme based#portfolio And guess what i can customise the amount i want to #invest and where to #invest@smallcaseHQ @AxisDirect_In

12:18 PM - 7 Jul 2018
Jitendra Vyas
@jitendravyas

Tried Stock investing first time by investing a small amount on@smallcaseHQ!

10:56 AM - 23 Aug 2018
freemarketbeliever
@samdesai62

A very simple, low cost asset allocation solution using ETFs is to go for All Weather Portfolio offered by @smallcaseHQ

8:44 AM - 29 Aug 2018
Ayushi Singh Rathore
@ayushirathore

Invested for the first time during muhurat trading. Adult feels max!@smallcaseHQ 🙌🏻

7:14 PM - 7 Nov 2018
asis panigrahi
@asisnitr

You can save this tweet of mine. @smallcaseHQ is the future of investing. They will beat the best performing mutual fund and pms hands down. Absolutely no comparison. The sooner people realise this, the better will be their cagr.

3:07 PM - May 28, 2019
ஸ்டாலின்னா அடிப்போம்..
@bondamani

Only the best ---> @smallcaseHQ Thank me after 10 years.

11:48 AM - Jul 1, 2019
Deepak Abbot
@deepakabbot

2 years to this tweet and @smallcaseHQ is still my top rated product

3:32 PM - Jul 14, 2019
Shivam Vahia
@ShivamVahia

@smallcaseHQ has to be the most unique "fintech" idea I've seen in India. Should've taken it seriously long back.

11:14 AM - Jul 15, 2019
Nupur
@NupurJoshii

Gotta say this. Smallcase is KILLING IT!!!! 🔥

2:35 PM - Oct 4, 2019
Sahil Kini
@sahilkini

smallcase is one of those rare businesses creating real value for customers/investors, through original thinking and great product design. Go @smallcaseHQ

11:40 AM - Nov 21, 2019

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We work with India's most trusted financial brands

When you invest in smallcases, stocks you buy are held in your existing demat account. Get started with your trading account

Frequently Asked Questions

Getting Started

What are smallcases?

smallcases are modern investment products that help you build a low-cost, long-term & diversified portfolio easily. Created by professionals, each smallcase is a ready-made basket of stocks/ETFs that reflects a theme, strategy or objective. Watch our explainer video here.

How to invest in smallcases?

A trading & demat account with any of our broker partners is all you need. Start exploring smallcases here. Once you have chosen a smallcase, click the Buy smallcase button & proceed. You can set filters to find a suitable smallcase or simply use the Find your smallcase tool.

Fees and Taxes

The charges for investing in smallcases are as per the broker’s guidelinesand only apply when you transact.Visit the help page on your broker platform for more information.
For smallcases of stocks, the taxes are the same as equities - Long-Term Capital Gains (> 1 year of holding) are 10% of the total gains (if gains for the year exceed ₹1 lakh) and Short-Term Capital Gains (< 1 year of holding) are 15% of the total gains.
For ETF smallcases, each ETF has its own taxation. Check the smallcase FAQs on your broker platform for a breakdown of the ETF taxes.

Can I buy smallcase as a SIP?

Yes, you can buy and start a SIP in a smallcase in 1 click. You'll see an option to start SIP while buying the smallcase. We'll send you a reminder notification on the platform aswell as an email on the due date; just confirm the payment and done. SIPs start for as low as 5k!

Understanding smallcases

smallcases vs Mutual Funds

smallcases & Mutual Funds both help you take portfolio exposure to equities, but unlike mutual funds, smallcases are:
Transparent - See exactly where your money is going
Customizable - Modify your portfolio as you wish
Direct Ownership - Get stocks in your demat account
Liquid - No lock-in periods, exit anytime. But, smallcases work best when used for long-term investing
Simple to understand - smallcases are based on simple ideas you can understand. For example, India’s growing affinity for branded products.

Watch this video for more.

Do you get dividends from smallcases?

Dividends for any of the constituent stocks in the smallcase will be credited directly to your bank account. We also have smallcases centered around dividend investing. See how you can track your dividend returns.

What is rebalancing?

Rebalancing is the process of reviewing the stocks/ETFs of a smallcase to ensure that it continues to reflect the underlying original idea. It takes into account fundamental factors,company updates, etc. to objectively narrow down on the right stocks/ETFs & their weightage.
Rebalancing is done by the research team/creator of the smallcase as per its schedule. It is not an automatic process; you would be notified via email when a smallcase you have invested in has a rebalance update available. You can review the changes and apply the update in 2 clicks. Learn more here.

Who manages smallcases?

smallcases are created & managed by SEBI-registered professionals who eat, sleep & breathe the stock market.The constituents in every smallcase pass stringent proprietary filters so that you don’t have to worry about making individual choices. Watch this video for more.

Investing with smallcases

Watchlist and Drafts

You can track the performance & risk a smallcase before investing by adding it to your watchlist. Similarly, when you create a smallcase, you can save them as drafts before investing to track how they perform. You can always edit your drafts.

Creating your own portfolio

If you have a list of (up to 50) stocks that you like or have been recommended by a trusted source, you can also create your own smallcase. You can also save it as a draft to track its performance before investing.

Orders and History

All orders placed for smallcases in the individual batches (buy, invest more, SIP, manage, rebalance, exit) can be found on the Orders page. If you expand a batch, you can see the quantities & prices of individual stocks.

Tracking a portfolio of stocks

When you buy a smallcase, an index value of 100 is assigned to it. Say, after a year, your index value is 124 - meaning your smallcase has returned 24%. With the index value,you don’t have to track stocks individually. There are other performance metrics available at the portfolio level to give you more detailed insights