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ALL WEATHER INVESTING

Build a foundation with a portfolio of equity, gold & fixed income ETFs

5Y CAGR

11.44%

Invest Now


INVEST IN IDEAS
WITH SMALLCASES

Get simple, smart investment portfolios curated by experts

Login
See smallcases

Available on

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rated4.75 stars

Supported on India's largest brokers

Angel One
Groww
HDFC Securities
Kotak Securities
Upstox
Zerodha
+11

Don’t have a broker account?Open Broker Account




A SMALLCASE IS A BASKET OF STOCKS THAT REFLECTS AN IDEA

smallcases are portfolios of stocks or ETFs, that track a theme, strategy or
objective




SIMPLE TO UNDERSTAND

smallcases are modern investing products based on simple ideas you can
understand.


MANAGED BY PROFESSIONALS

smallcases are created by India’s leading finance experts & backed by solid
research.


DESIGNED FOR YOU

smallcases are fully customizable. Edit your smallcase constituents any time or
create your own smallcase.

There is a smallcase for everyone

Looking to start with a small investment or thinking of low volatililty? Choose
from a diverse menu


LOW VOLATILITY

Go for stable returns at low volatility levels



THEMATIC

Explore portfolios on disruptive ideas & long-term trends



LOW INV. AMOUNT

Start small budget investments for less than ₹5000!



TRACKERS

Take exposure to important sectors of the economy


CURATED BY INDIA'S
TOP INVESTMENT MANAGERS

smallcases are created & managed by leading professionals who are SEBI
registered research analysts and investment advisors

View All ManagersWatch Case by Case


Everything you need to invest


SIMPLE, QUICK & DELIGHTFUL INVESTING FOR YOU

BUY MULTIPLE STOCKS IN 1 CLICK

Place orders for up to 50 stocks in 1 click as a smallcase and save time



TRACK SMALLCASES ANYTIME, ANYWHERE

Track & manage seamlessly with a real time index value, inclusive of corp.
actions & dividends



INVEST REGULARLY WITH SIPS

Invest in a disciplined manner by starting a SIP on your smallcase for every
week, month or quarter



CREATE YOUR OWN SMALLCASE

Be your own fund manager & invest in your ideas by creating a smallcase of up to
50 stocks




Don’t take our word for it


SEE WHAT OTHER INVESTORS ARE SAYING

Satish Suggala
@MindYoghurt


Finally got access to @smallcaseHQ and gotta admit, it 's the most beautiful
investment product I've ever seen.

5:28 PM - 6 Jan 2017
Aakash Goel
@aakashlpin


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11:45 AM - 13 Jan 2017
Deepak Abbot
@deepakabbot


One product that impressed me a lot in last 1 yr & also benefitted me personally
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@sampad


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@Pen_Fighter


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mutual fund?

2:27 AM - 10 Jul 2017
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@Nithin0dha


The best investment tech startup in India today.@smallcaseHQ hoping you guys are
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12:16 PM - 15 Jul 2017
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@iBala


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3:45 PM - 26 Jul 2017
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@s_ghatge


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@Rupesh_Malu


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12:41 PM - 6 Oct 2017
Arpit Agarwal
@arpiit


Felt like Buffett when I logged on to @smallcaseHQ today 😀 There are only two
kind of ppl - those who have a Smallcase and those who will!

12:00 PM - 6 Nov 2017
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@aadil


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9:03 AM - 4 Dec 2017
Vishant Pai
@vishantpai


They way I am promoting @smallcaseHQ I won't be surprised if I am mistaken as
their business development executive. Impressive product. Keep up the great work
you are doing. Happy new year.

10:42 AM - 1 Jan 2018
Shankar Ganesh
@_shankarganesh


Ladies and gentlemen, check out @smallcaseHQ. Even if you don't end up
investing, you'll be impressed by how pretty it is! 😘

6:37 PM - 9 Jan 2018
Deepak Gupta
@DeepakG606


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1:07 PM - 16 Jan 2018
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@SanDogra


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i can customise the amount i want to #invest and where to #invest@smallcaseHQ
@AxisDirect_In

12:18 PM - 7 Jul 2018
Tanmay Bhat
@thetanmay


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here using it?

8:07 PM - 30 Jun 2020
freemarketbeliever
@samdesai62


A very simple, low cost asset allocation solution using ETFs is to go for All
Weather Portfolio offered by @smallcaseHQ

8:44 AM - 29 Aug 2018
Ayushi Singh Rathore
@ayushirathore


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@asisnitr


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3:07 PM - May 28, 2019
ஸ்டாலின்னா அடிப்போம்..
@bondamani


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11:48 AM - Jul 1, 2019
Deepak Abbot
@deepakabbot


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3:32 PM - Jul 14, 2019
Shivam Vahia
@ShivamVahia


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Should've taken it seriously long back.

11:14 AM - Jul 15, 2019
Nupur
@NupurJoshii


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2:35 PM - Oct 4, 2019
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@sahilkini


smallcase is one of those rare businesses creating real value for
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@smallcaseHQ

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@BehereBaba


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@rishivrm9


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3:48 PM - May 19 2021
Madhurima
@madhurimah99


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best I would say for rookies like me. Go ahead and try it out.

8:14 AM - May 29 2021

As seen on

forbes
fortune
livemint
moneycontrol
economic-times
cnbc


WE WORK WITH INDIA'S
LEADING FINANCIAL BRANDS

When you invest in smallcases, stocks you buy are held in your existing demat
account. Get started with your trading account

Angel One
HDFC Securities
ICICIdirect
Kotak Securities
Upstox
Zerodha
See All Brokers


FREQUENTLY ASKED QUESTIONS

GETTING STARTED

What are smallcases?

smallcases are modern investment products that help you build a low-cost,
long-term & diversified portfolio easily. Created by professionals, each
smallcase is a ready-made basket of stocks/ETFs that reflects a theme, strategy
or objective. Watch our explainer video here.

How to invest in smallcases?

A trading & demat account with any of our broker partners is all you need. Start
exploring smallcases. Once you have chosen a smallcase, click the Buy smallcase
button & proceed. You can set filters to find a suitable smallcase or simply use
the Find your smallcase tool.

Fees and Taxes

The charges for investing in smallcases are as per the broker’s guidelines and
only apply when you transact.Visit the help page on your broker platform for
more information.
For smallcases of stocks, the taxes are the same as equities - Long-Term Capital
Gains (> 1 year of holding) are 10% of the total gains (if gains for the year
exceed ₹1 lakh) and Short-Term Capital Gains (< 1 year of holding) are 15% of
the total gains.
For ETF smallcases, each ETF has its own taxation. Check the smallcase FAQs on
your broker platform for a breakdown of the ETF taxes.

Can I buy smallcase as a SIP?

Yes, you can buy and start a SIP in a smallcase in 1 click. You'll see an option
to start SIP while buying the smallcase. We'll send you a reminder notification
on the platform aswell as an email on the due date; just confirm the payment and
done. SIPs start for as low as 5k!

Do you get dividends from smallcases?

Dividends for any of the constituent stocks in the smallcase will be credited
directly to your bank account. We also have smallcases centered around dividend
investing. See how you can track your dividend returns.

What is rebalancing?

Rebalancing is the process of reviewing the stocks/ETFs of a smallcase to ensure
that it continues to reflect the underlying original idea. It takes into account
fundamental factors,company updates, etc. to objectively narrow down on the
right stocks/ETFs.
Rebalancing is done by the research team/creator of the smallcase as per its
schedule. It is not an automatic process; you would be notified via email when a
smallcase you have invested in has a rebalance update available. You can review
the changes and apply the update in 2 clicks. Want to learn more? See our blog
on Rebalancing 101.

Who manages smallcases?

smallcases are created & managed by SEBI registered professionals who eat, sleep
& breathe the stock market.The constituents in every smallcase pass stringent
proprietary filters so that you don’t have to worry about making individual
choices. Watch this video for more.

INVESTING WITH SMALLCASES

Watchlist and Drafts

You can track the performance & risk a smallcase before investing by adding it
to your watchlist. Similarly, when you create a smallcase, you can save them as
drafts before investing to track how they perform. You can always edit your
drafts.

Creating your own portfolio

If you have a list of (up to 50) stocks that you like or have been recommended
by a trusted source, you can also create your own smallcase. You can also save
it as a draft to track its performance before investing.

Orders and History

All orders placed for smallcases in the individual batches (buy, invest more,
SIP, manage, rebalance, exit) can be found on the Orders page. If you expand a
batch, you can see the quantities & prices of individual stocks.

Tracking a portfolio of stocks

When you buy a smallcase, an index value of 100 is assigned to it. Say, after a
year, your index value is 124 - meaning your smallcase has returned 24%. With
the index value,you don’t have to track stocks individually. There are other
performance metrics available at the portfolio level to give you more detailed
insights

Have more questions or some feedback?
We are just an email away

Write to us

Or visit our Help Center

smallcase Technologies builds platforms & investment products to invest better
in Indian equities. A smallcase is a basket of stocks/ETFs curated to reflect an
idea

Investing in Stocks/ETFs (Exchange Traded Funds) are subject to market risks.
Read all the related documents before investing. Investors should consider all
risk factors and consult their financial advisor before investing


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Richmond Road, Shanthala Nagar,
Richmond Town, Bangalore - 560025

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