What is Smallcase?
Smallcase is a modern investment product that allows you to invest in portfolios of stocks and ETFs, reflecting a theme, strategy, or objective. Each smallcase is a carefully curated portfolio that is managed and rebalanced by SEBI-registered professionals. It's like owning a mutual fund, but with complete transparency and control over the individual stocks in your portfolio.
Theme-Based Investing
Invest in specific sectors, market trends, or investment strategies through expertly curated portfolios aligned with your vision.
Full Transparency
Know exactly which stocks you own, their weightage, and performance. Complete visibility into your investments at all times.
Expert Rebalancing
Portfolios are actively monitored and rebalanced by professionals to maintain optimal performance and risk solutions.
Why Choose Smallcase?
Smallcase combines the best of mutual funds and direct equity investing, giving you professional solution with complete control and transparency.
Professional curation by SEBI-registered advisors and research analysts
Diversification across multiple stocks with a single click
Regular updates and rebalancing notifications from experts
How It Works
Getting started with Smallcase is simple and straightforward. Follow these easy steps to begin your investment journey.
1
Choose Your Smallcase
Browse through 200+ curated portfolios and select the one that aligns with your investment goals and risk appetite.
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2
Review & Invest
Review the stocks, their weightage, historical performance, and invest with a single click from your broker account.
3
Track Performance
Monitor your portfolio's performance in real-time and receive rebalancing updates from expert managers.
Grow Your Wealth
Stay invested for long-term growth or exit anytime. Your stocks remain in your Demat account with full control.