How to Invest in smallcase in India – Step-by-Step SIP & Lump-Sum Guide for 2025
This article talks about how to invest in smallcases, step by step, using the smallcase website, mobile app, or your broker’s platform. It also covers eligibility, fees, safety, NRI access, and key FAQs to help you decide if smallcases fit your investment needs.
Looking to invest in a theme-based portfolio like electric mobility or steady dividends without picking each stock? A smallcase is a ready-made basket of stocks, ETFs or mutual funds, built by a SEBI-registered manager and credited directly to your Demat account through your existing broker. This quick guide shows how to invest in smallcase using the smallcase website, the smallcase app, and any broker platform, along with the answers on safety, NRI access, and fees, to help you decide if it fits your investment goals
How to Invest in a smallcase Using the smallcase Website?
The smallcase website offers an intuitive platform for discovering and investing in theme-based portfolios. You can explore without connecting a broker and link one only when you’re ready to invest.
Step 1: Log in and explore
Visit smallcase.com and create an account or log in with your mobile number. You can explore smallcases without connecting a broker. Browse smallcase themes, collections, and investment options to find what interests you.
Step 2: Pick a smallcase that aligns with your investment goals
Pick from a variety of filters in the Discover page, including volatility, investment strategy, minimum investment amount and returns, to pick a smallcase that matches your goal. Explore smallcase collections, such as Ideal for New Investors and last month’s Most Invested themes, to quickly discover ideas.
Step 3: Open the smallcase and choose an amount
Open the smallcase page and click Buy, then choose lump sum or SIP. You can review smallcase fees and charges from the existing help link.
Note: Some smallcases are subscription-based. If applicable, you’ll see the subscription details and pricing before you proceed. To learn more about these fee-based subscriptions, read this article.
Step 4: Complete Manager Onboarding
If the smallcase is managed by a SEBI-registered professional, you’ll be guided through the Manager’s onboarding process before investing. This includes verifying your details, agreeing to the manager’s terms, and selecting a subscription plan. Once onboarding is complete, you can proceed to the next step.
Step 5: Connect your broker
Connect your broker account to proceed (if not already linked). Select your broker, log in with your credentials, and authorise smallcase to access your trading account. This permission is required so your orders can be placed and tracked directly through your broker. smallcase supports India’s top brokers, including Zerodha, Groww, Upstox, HDFC Securities, ICICI Securities and more.
Step 6: Review and confirm
Review your order details, including your investment amount and any applicable charges shown for your account, then confirm to place the order.
Step 7: Track and manage
View returns in Investments, adjust SIPs, apply rebalance alerts, or exit anytime without a lock‑in.
How to Invest in a smallcase Using the smallcase App?
The smallcase app on iOS and Android lets you discover, research, and invest on the go. You can explore without connecting a broker and link one at checkout when you decide to invest.
Step 1- Download and explore
Download the smallcase app from the App Store (iOS) or Google Play (Android). Create an account or log in with your mobile OTP. Explore smallcases without connecting a broker.
Step 2- Browse and shortlist
Swipe through the home screen to discover trending smallcases and smallcase collections. Pick from a variety of filters in the Explore, including volatility, investment strategy, minimum investment amount and returns, to pick a smallcase that matches your goal
Step 3: Open and start the order
Open the smallcase details screen and tap Buy to begin. You can learn about smallcase charges from the existing help link.
Step 4: Choose an amount and a plan
Enter a one‑time amount or set a monthly SIP. Note that smallcase charges may apply (including fee caps, as linked in the help article).
Step 5: Connect your broker
Connect your broker to proceed (if not already linked). Select your broker, authenticate, and grant access.
Step 6: Review and confirm
Review your order details, including your investment amount and any applicable charges shown for your account, then confirm to place the order.
Step 7: Track and manage
View returns in Investments, adjust SIPs, apply rebalance alerts, or exit anytime without a lock‑in.
How to Invest in a smallcase Using a Broker’s Platform?
Invest directly from your broker’s app or website. Many brokers have a built-in smallcase section where you can browse, research, and buy smallcases using your existing trading account and funds.
Step 1: Log in to your broker
Open your broker’s app or website and sign in.
Step 2: Go to smallcase
Navigate to the smallcase/thematic portfolios section.
Step 3- Browse and shortlist
Filter by theme, strategy, or minimum amount and select a basket.
Step 4: Review and start the order
Review holdings, weights, and past returns, then go to the smallcase within your broker’s app/website and select Buy to launch the order.
Step 5- Choose an amount and a plan
Enter your amount, choose lump sum or SIP, and review the charges shown by your broker. For information on smallcase fees, keep the existing help link.
Step 6: Link/enable if prompted
If required, enable/link smallcase access with your broker account.
Step 7: Review and confirm
Review your order details as displayed by your broker and confirm to place the order.
Step 8: Monitor and manage
Track returns, manage SIPs, rebalance, or exit from your broker dashboard (as supported).
Eligibility for Investing in a smallcase
To invest in smallcase, you must meet the following eligibility criteria:
- Active Demat account with a supported broker (e.g., Zerodha, Groww, Upstox)
- Valid PAN and completed KYC as per Indian regulations.
- Must be an Indian resident.
For NRIs, investing in smallcase is possible but requires a Demat and trading account compliant with NRI regulations, including PIS (Portfolio Investment Scheme) linkage and adherence to RBI and FEMA guidelines.
In a Nutshell
Investing in smallcase offers a simple and effective way to diversify your portfolio with expertly curated themes. With low fees and a user-friendly platform, smallcase is a great choice for both new and experienced investors. And if you still haven’t found the smallcase of your dreams yet, then fret not, you can always create one easily and the benefits of portfolio investing.
So, revolutionise your portfolio with smallcase today!
FAQs
smallcase investing offers a diversified portfolio of stocks, ETFs or mutual funds which can help reduce risk. Additionally, these smallcases are managed by experienced investment professionals, contributing to improved returns. You can easily get details if you want to track the progress of the stocks/funds in your smallcases.
The smallcase platform hosts model portfolios, also known as smallcases, that are created by SEBI-registered professionals, Research Analysts, and Investment Advisers. They follow SEBI’s guidelines for advisory and research services.
smallcase makes it easy to turn an idea into an investment. You can pick from ready-made model portfolios or create your own by choosing stocks, ETFs, or mutual funds around a theme you like. Just link your broker account, place one order to buy everything in the right proportions, and you’re set. You can track it anytime, make changes as needed, and share it to swap ideas with others.
Yes, smallcase is structurally safe. The shares you buy settle directly in your own Demat account, and every model portfolio is created by a SEBI-registered manager. Standard market risks still apply, so match the smallcase theme to your time horizon and risk tolerance.
Yes. An NRI can invest through smallcase by opening an NRE or NRO trading/Demat account with a partner broker that supports NRI services. Once the account is active and linked to smallcase, the investing flow is the same as for resident investors.
We’ve partnered with top Indian brokers like Zerodha, Upstox, Kotak Securities, HDFC Securities, and more to kickstart your journey on smallcase!
Investing in smallcases broadens your exposure to themes and strategies, moving beyond individual stock limitations.
smallcases aim for long-term wealth creation while also providing flexibility. Investors opt for smallcases because they offer no lock-in periods, allowing you to sell them at your discretion.
A transaction fee of ₹100 (up to 1.5% of the investment) applies to lump sum investments in new or existing smallcases. For SIPs starting from the same date, a ₹10 charge (capped at 1.5% of the transaction amount) applies, excluding auto-SIPs set up before this date.
The right allocation to smallcases depends on your goals, time horizon, and risk tolerance, since smallcases give direct equity exposure. For a specific percentage, please consult a SEBI-registered investment adviser; many investors start small or via SIP and increase gradually.
Yes, smallcase offers SIP. You choose a date and an amount to buy the basket in the set weights automatically. You can pause, edit, or stop it anytime. The platform and broker charges apply; learn more about them here.
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