Stock investing
done right

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

Simple to understand

smallcases are modern investing products based on simple ideas you can understand.

Managed by professionals

smallcases are created by India’s leading finance experts & backed by solid research.

Designed for you

smallcases are fully customizable. Edit your smallcase constituents any time or create your own smallcase.

Curated by India's
top investment managers

smallcases are created & managed by leading professionals who are SEBI-licensed research analysts and investment advisors

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Don’t take our word for it

See what other investors are saying

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

9:40 AM - 4 Jul 2017
visit tweet by Gaurav

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
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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
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@smallcaseHQ love your product! Kudos!

3:45 PM - 26 Jul 2017
Shruti Ghatge
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@smallcaseHQ! What a brilliant product. One of the best I've seen.

11:22 AM - 19 Sep 2017
Rupesh Malu
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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
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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
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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
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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
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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
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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
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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
Tanmay Bhat
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Fallen in love with @smallcaseHQ- what a smooth, smooth product. Anybody else here using it?

8:07 PM - 30 Jun 2020
visit tweet by freemarketbeliever

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

7:14 PM - 7 Nov 2018
asis panigrahi
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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..
visit tweet by ஸ்டாலின்னா அடிப்போம்..

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

11:48 AM - Jul 1, 2019
Deepak Abbot
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2 years to this tweet and @smallcaseHQ is still my top rated product

3:32 PM - Jul 14, 2019
Shivam Vahia
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@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
visit tweet by Nupur

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

2:35 PM - Oct 4, 2019
Sahil Kini
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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
Rahul Chaudhary
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Haven't seen a better product than @smallcaseHQ in a while. Stunning.

5:32 PM - Jul 16 2020
Aditya Behere
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@smallcaseHQ is one of the best new products that I've tried 😍

9:09 AM - Nov 29 2019
Rishi Verma
visit tweet by Rishi Verma

No matter how much I praise @smallcaseHQ It will still be less for them. Fantastic App, they have made investing so much simple and sharing your fav stocks too. Gamechanger in the fintech ecosystem.

3:48 PM - May 19 2021
visit tweet by Madhurima

So, I have been using @smallcaseHQ for investing some money and it's one of the best I would say for rookies like me. Go ahead and try it out.

8:14 AM - May 29 2021

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We work with India's
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When you invest in smallcases, stocks you buy are held in your existing demat account. Get started with your trading account

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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. 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 guidelines and 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!

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. Want to learn more? See our blog on Rebalancing 101.

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