smallcase - Save & Invest

smallcase is a stock and mutual fund investment app that helps you invest in diversified model portfolios for long-term wealth creation. These model portfolios are baskets of stocks, ETFs, and mutual funds, built to reflect a theme, idea, or strategy.

Explore thematic investing ideas such as Electric Vehicles, Momentum Investing, or Precious Metals Tracker - smallcase offers 500+ model portfolios to diversify your equity or debt investments.

All smallcases are created and managed by SEBI-registered investment experts, who offer timely rebalance updates - i.e., buy and/or sell recommendations - for your portfolio.

INVEST IN SMALLCASES

- smallcase gives you access to model portfolios of stocks, ETFs & mutual funds, professionally built for diversification

- Pick a portfolio manager based on experience, investment style & past performance

- Discover model portfolios across risk profiles and goals like retirement, buying property, or trips abroad

- Set up SIPs in a basket of stocks, ETFs, or mutual funds with one tap

Connect to your existing broking/demat account or open a new one to invest in smallcases. smallcase supports India’s top brokers, including Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL Securities, Angel One, Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, Nuvama, and more.

smallcase is integrated with Tickertape - a stock market research and portfolio analysis app that helps you make informed investment decisions. Tickertape is a wholly owned subsidiary of CASE Platforms Pvt. Ltd.

MUTUAL FUND SMALLCASES

You can now invest in Mutual Fund smallcases - professionally managed baskets of direct mutual funds built around strategies, themes, or investment goals. They offer curated investment portfolios with the same diversification and transparency as stock & ETF smallcases.

INVEST IN MUTUAL FUNDS

- Invest in zero-commission, direct mutual funds

- Compare mutual funds by category, past returns, and risk

INVEST IN FIXED DEPOSITS

- Open high-interest FDs with returns up to 8.5%

- Get DICGC insurance up to 5 lakhs

- Choose from multiple banks: Slice SF, Suryoday SF, Shivalik SF, and Utkarsh SF Banks

TRACK AND FORECAST YOUR NET WORTH WITH WEALTH OFFICE

- Get a 360° view of your finances - track stocks, MFs, gold, real estate, FDs, EPF, loans, and credit health - in one place with Wealth Office

- Chat with Wealth Office AI - uncover insights about your wealth, forecast your net worth and get actionable roadmaps for your financial goals

- Import your existing stock and mutual fund investments across multiple broking and finance apps

- Check your investment score and get smart alerts on your portfolio’s performance

GET LOAN AGAINST SECURITIES

- Get a loan against your stocks and mutual funds without selling them

- 100% online, under 2 hours at low interest rates

- Repay the loan at any time without any foreclosure charges

Tenure: 36 months

Maximum Annual Percentage Rate (APR): 13%

Registered Non-Banking Financial Company (NBFC) Lenders:

- Bajaj Finance Ltd

- DSP Finance Ltd

Example:

Interest Rate: 16% p.a.

Tenure: 36 months

Cash to be credited: ₹1,00,000

Processing Fee: ₹2,073

GST: ₹373

Loan Insurance: ₹1,199

Total Loan Amount: ₹1,03,645

EMI: ₹3,644

Total Repayment Amount: ₹1,31,184

NOTE: Equity investments are subject to share market risk. Read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisors before investing. Representations are not indicative of future results. The quoted model portfolios are not recommendatory.

For further disclosures, visit: https://smallcase.com/meta/disclosures

Registered Address: CASE Platforms Private Limited

#51, 3rd Floor, Le Parc Richmonde,

Richmond Road, Shanthala Nagar,

Richmond Town, Bangalore - 560025