How Teji Mandi launched and expanded with smallcase Gateway
Teji Mandi, a subsidiary of Motilal Oswal Financial Services Limited, was founded by Vaibhav Agrawal in 2021 as a model portfolio provider. Since then, it has expanded its offering to include individual stock recommendations.
smallcase Gateway and Publisher have been part of Teji Mandi’s technology backbone from day one, helping the company launch its app within two months and subsequently expand into new investment products.
The Challenge
As a new investment platform, Teji Mandi wanted to get to market quickly while keeping its focus on what differentiated the business: investment research and the user experience.
Rather than build the infrastructure required to create, execute and manage model portfolios internally, it needed a technology layer that could orchestrate the end to end lifecycle management for model portfolios (smallcase) The Solution: smallcase Gateway + Publisher
Teji Mandi uses smallcase Publisher to create and manage its model portfolios( smallcases), while Gateway powers portfolio discovery, investing, rebalancing and portfolio t tracking within the Teji Mandi app.
Together, the two products provided the infrastructure required to launch its model portfolio business, enabling Teji Mandi to go live with its app within two months.
This allowed the team to focus its resources on research and optimising the customer journey while relying on smallcase for the underlying investment orchestration.
Expanding on the Same Infrastructure
As Teji Mandi’s product offering evolved, its Gateway integration evolved with it.
When the company expanded into individual stock recommendations in October 2024, Gateway provided a natural extension to the existing infrastructure, enabling users to place stock orders directly from the Teji Mandi app.
Teji Mandi could therefore expand from model portfolios into stock recommendations without having to build a new execution layer for the product.
Business Outcome
Starting with smallcase Gateway and Publisher enabled Teji Mandi to:
- Launch its app within two months, with out of the box model portfolio creation, investing and tracking into its product from day one
- Teji Mandi has become one of the largest platforms for active stock portfolio management, with over 1lakh+ investors and over INR 600 Cr in AUM
- Focus engineering and product resources on research and customer experience
- Expand into stock recommendations using its existing Gateway infrastructure
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