Jupiter expands into guided stock investing with smallcase Gateway
Summary
Jupiter is an all-in-one money app offering savings accounts, UPI, credit cards, loans and investment products including mutual funds and digital gold to over 3 million registered customers.
As their customers increasingly looked to invest directly in stocks and ETFs, Jupiter wanted to offer a more guided and disciplined investing experience i.e through model portfolios (smallcase) helping them navigate the market without having to independently choose from over 2,000 securities listed on the exchanges.
The Challenge
Jupiter wanted to expand its investment proposition to stocks and ETFs while providing customers with curated investment options within its existing app experience.
It needed a way to introduce professionally created portfolios without building the underlying model portfolio infrastructure from scratch.
The Solution: smallcase Gateway
Jupiter integrated smallcase Gateway’s smallcase distribution module to offer free and paid model portfolios (smallcases) to its customers.
Through the integration, customers can discover and invest in curated portfolios of stocks and ETFs, bringing a guided investing experience into the Jupiter ecosystem.
Through smallcase, Jupiter Money could gain access to a broad catalogue of model portfolios created by 140+ research providers.
Based on Jupiter’s user profile and investment preferences, smallcase also helped identify and curate the most relevant smallcases for its customers.
Jupiter additionally offered paid smallcases, creating a new monetisation stream through a share of the subscription fees paid by users.
Gateway’s end-to-end infrastructure enabled Jupiter to offer a seamless investing experience while focusing its efforts on driving discovery and cross-selling smallcases to its existing user base.
Business Outcome
With smallcase Gateway, Jupiter expanded its investment offering from mutual funds and digital gold to managed stock and ETF portfolios.
The integration gives its customers a more guided route into market-linked investing while enabling Jupiter to broaden its wealth proposition within the same app.
The Takeaway
smallcase Gateway enables digital platforms to expand into stock and ETF investing through ready-to-integrate model portfolio infrastructure.
