Stock investing made easy
smallcases are portfolios of stocks or ETFs, weighted intelligently to track a theme, strategy or objective
smallcases are modern investing products based on simple ideas you can understand.
smallcases are created by India’s leading finance experts & backed by solid research.
smallcases are fully personalized. Change stocks any time or create your own smallcase!
Everything you need to build your portfolio
Discover smallcases from different types, volatility levels & strategies and invest with the core-satellite approach
Protect your investments when the markets come crashing
Quantitative strategies built with blue-chip stocks, with an aim to beat the market
Investing isn't expensive; start with under ₹500
All your desired investment strategies curated into smallcases
smallcases are built & managed by SEBI licensed professionals, using quantitative models & algorithms to screen & weight constituents
Everything you need to invest
Place orders for up to 50 stocks in 1 click as a smallcase and save time
Track & manage seamlessly with a real time index value, inclusive of corp. actions & dividends
Invest in a disciplined manner by starting a SIP on your smallcase for every week, month or quarter
Be your own fund manager & invest in your ideas by creating a smallcase of up to 50 stocks
Don’t take our word for it
Finally got access to @smallcaseHQ and gotta admit, it 's the most beautiful investment product I've ever seen.
first stock market investment today. in case you're a stock market noob like me, highly recommend @smallcaseHQ!
One product that impressed me a lot in last 1 yr & also benefitted me personally is @smallcaseHQ - never got interested in markets earlier 🥇
Lately, been playing w/ stocks & wealth mgmt apps. Amongst all,@smallcaseHQ is the shining star. Absolute recco on 💻 & 📱
OK! I found @smallcaseHQ at this odd hour. ALAG LEVEL. Isn't it alike your own mutual fund?
The best investment tech startup in India today.@smallcaseHQ hoping you guys are the catalyst to get the next million to the markets :)
@smallcaseHQ! What a brilliant product. One of the best I've seen.
Agree " mutual funds sahi hai ", but somehow started feeling smallcase better hai! ☺ What a product! Thanks @smallcaseHQ and@zerodhaonline !!
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!
Take a bow @smallcaseHQ! What an incredible product! 🙏🏻 The ease at which you make equity investing happen - such a breath of fresh air!
Ladies and gentlemen, check out @smallcaseHQ. Even if you don't end up investing, you'll be impressed by how pretty it is! 😘
Great way for those early to investing to get exposure to sectors/themes thru @smallcaseHQ. Well researched and easy to buy and manage portfolios.
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
Fallen in love with @smallcaseHQ- what a smooth, smooth product. Anybody else here using it?
A very simple, low cost asset allocation solution using ETFs is to go for All Weather Portfolio offered by @smallcaseHQ
Invested for the first time during muhurat trading. Adult feels max!@smallcaseHQ 🙌🏻
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.
Only the best ---> @smallcaseHQ Thank me after 10 years.
2 years to this tweet and @smallcaseHQ is still my top rated product
@smallcaseHQ has to be the most unique "fintech" idea I've seen in India. Should've taken it seriously long back.
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.
A trading & demat account with any of our broker partners is all you need. Start exploring smallcases. 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.
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.
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!
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. Want to learn more? See our blog on Rebalancing 101.
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.
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.
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.
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.
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