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How Does smallcase Subscription Work?

How Does smallcase Subscription Work?
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The need for smart and efficient investment strategies has never been more critical. smallcase Subscription emerges as a game-changing solution, designed to empower smallcase investors with a new paradigm of financial opportunity. This innovative platform founded by Anugrah Shrivastava and Vasanth Kamath is poised to redefine how individuals approach investing in smallcase, offering a fresh perspective on wealth creation and management. Whether you’re a seasoned investor or just starting your financial journey, smallcase Subscription offers tailored solutions to match your goals, risk tolerance, and time horizon. Let’s begin to understand how smallcase works, smallcase pricing, and its subscription charges.

What is a small case Subscription?

First let’s understand the subscription of shares meaning. A smallcase subscription is a plan by a smallcase Manager that you can purchase to get access to the constituents of that smallcase and start investing in it. These fee-based small cases can also come along with timely portfolio updates called rebalance.

When Does the Investor Need a Subscription?

As an investor, if you choose to invest in fee-based smallcases, you mightl need a subscription plan.

This fee is charged to get you access to high-quality research, regular smallcase portfolio updates, and other perks from the smallcase manager whose subscription you buy. You may pay this fee to the smallcase manager.

How Does smallcase Subscription Work?

Once you have bought the subscription and invested in a paid smallcase, you might receive periodic rebalance updates based on the manager’s research & expertise. They can also be associated with benefits like portfolio tracking, SIP, investing more in a tap, etc.

Here’s how You Can Invest in a Subscription-Based smallcase:

  • Choose a subscription-based smallcase of your choice
  • Click on subscribe now (right lower corner of the app; right side on the web)
  • Enter your contact details
  • For a few managers, you may need to assess your risk profile. This can help you understand if the smallcase fits your risk appetite.
  • If the smallcase doesn’t fit your risk profile, we recommend subscription-based smallcases that can suit your risk appetite. You can either choose to invest in a smallcase from the suggestions or continue investing in the one you picked initially.
  • To invest, click on continue, enter your PAN number, choose your state, and pick from the subscription plans the manager offers.
  • An option is available at the bottom left corner to auto-renew the subscription
  • Now, click on Pay
  • An OTP is sent to the registered email ID; enter the same.
  • You will receive an agreement on the same ID once you have successfully invested in the smallcase

… and you’re done!

What are the smallcase Subscription Charges or Plans?

The small case charges vary for different managers & smallcases.

Currently, they are 2 types:

– AUM (Assets Under Management) based

– Flat fee-based

  • In AUM-based type, AUM-based smallcase subscription charges/fees can be based on the average monthly AUM of one’s portfolio.
  • The manager charges a small upfront fee of Rs 401/- and 1.5% of the investment amount from the subscriber every month on their investment value which becomes the subscription charge.
  • The charges can be a certain percentage of your annual net worth as a monthly fee along with GST. The percentage may vary from smallcase to smallcase and is decided by the manager.
  • For eg. Growth – The charges for Multi-Factor Tactical is an upfront fee of Rs 401/- and 1.5% of the investment amount. Which is charged from the subscriber every month on their investment value.
  • Here, you’ll have to pay a fee of Rs.401 upfront as the subscription fee to get access to the underlying stocks (one-time) and to invest in them. Once invested, the subscription fee can be collected monthly on the subscription start date (1.5% of the average monthly AUM divided by 12).
  • In the flat fee-based plan, you pay a fixed amount at the beginning of the service, which is available monthly/quarterly/half-yearly/ yearly plans as your subscription fees. For e.g. the charge for Mi_ST_ATH is Rs. 4,999/- for 3 months of subscription.

How Does the Subscription Renewal Work?

On the last day of your smallcase subscription, you will get a grace period of 7 days to renew the subscription plan of your fee-based smallcase.

smallcase subscription renewal process.

The option to renew is available under Accounts > Subscriptions > Renew. Where plans of subscription-based smallcases offered by the manager are visible. 

What Happens if I Don’t Renew my Subscription?

As mentioned above, if you don’t renew your subscription during the 7 days grace period, then your subscription can automatically get terminated at the end of this period.

If you are unsure about the specific terms and conditions of your smallcase subscription, we recommend reaching out to our customer support or checking the website for the latest up-to-date information on subscription renewal and its consequences.

What Happens After the smallcase Subscription is Cancelled?

Once the subscription is cancelled, the stocks are present in your Demat account. For a better understanding, the cancellation of shares meaning you are still the owner. However, you might not be able to receive any portfolio updates from the manager.

How to Reactivate My Past Subscriptions?

If your subscription to your paid smallcase has expired previously, you can directly go to profile -> subscriptions -> inactive subscriptions -> reactivate and follow the same steps used for subscription. Also, on the previous subscription expiry date, you might’ve received an email notification that would include a link to renew the subscription. This may renew the subscription to the same plan that you’d opted for originally (i.e. if you were subscribed to a quarterly plan, it would be renewed on a quarterly plan). If you want to change the subscription plan, you can go through the subscription flow by tapping on ‘Reactivate’ next to the respective smallcase on the ‘Inactive subscriptions’ screen.

Will I be Able to Invest in My smallcase After Cancelling My Subscription?

Yes, there is no restriction on this. However, you would not receive any rebalance updates from the manager’s side.

How Can I Cancel My smallcase Subscription?

To cancel a subscription to a particular paid smallcase or Manager, you can simply go to the Accounts section (click on your display picture) and open Subscriptions. Then you can select the one from your active subscription plans that you’d like to cancel.

Have more questions about subscriptions? Reach out to us at help@smallcase.com and we’d be happy to help!

To Wrap It Up…

smallcase Subscription represents a promising evolution in the world of investing. It is a platform that transcends traditional financial services, offering individuals a more accessible and informed approach to building their wealth. With its diverse range of curated portfolios, expert insights, and innovative technology, smallcase Subscription may empower smallcase investors of all backgrounds and experience levels to take control of their financial future. As always, please do your own research and/or consult a financial advisor before investing.


1. What is small case?

smallcase meaning is a modern investment product that represents an idea – an objective, theme, or strategy. You can learn more about smallcase today!

2.  How does smallcase make money?

smallcase makes money by charging a subscription fee to its users. The subscription fee is paid to the smallcase manager, who is responsible for creating and managing the smallcase. smallcase also generates revenue from transaction fees, which are charged when users buy or sell smallcases.

3. Is smallcase subscription worth it?

If you are looking for a convenient and easy way to invest in a basket of stocks, then smallcase may be a good option for you. However, it is important to note that there are smallcase rebalancing charges as well. 

4. What is the meaning of subscription in accounts?

In smallcase, a subscription is a recurring payment that is made to access the smallcase platform and invest in smallcases.

5. What do you mean by under subscription?

To state the meaning of under subscription, like times of India subscription renewal, refers to a situation where the number of subscribers or renewals falls short of the expected or desired level. 

6. How do smallcase subscriptions work?

Smallcase subscriptions work by providing access to expert-created portfolios, automatic rebalancing, and more.

7. Do we have to pay monthly in smallcase?

Yes, smallcase subscriptions are available on a monthly basis, allowing flexibility in managing your investment strategies.

8. Will I be able to invest in my smallcase after canceling my subscription?

Yes, you can invest in your smallcase after cancelling your subscription. However, you might not receive any rebalance updates from the manager’s side. 

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