smallcase - Save & Invest

Stocks & Mutual Funds App

Free · Designed for iPad. Not verified for macOS.

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

Ratings & Reviews

  • 4.8
    out of 5
    757 Ratings

SIP details at a glance: Now, check the amount & next due date of your MF smallcases SIP in the 'Manage your smallcase' section New Stock & ETF smallcases Dynamic Sector Rotation Theme CWA NanoCaps Quant Variant Perception Portfolio Model FINZ Defence Basket Theme

Version 7.68.0

The developer, Smallcase Technologies Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Identifiers

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Smallcase Technologies Private Limited
Size
  • 140.2 MB
Category
  • Finance
Compatibility
Requires iOS 15.6 or later.
  • iPhone
    Requires iOS 15.6 or later.
  • iPad
    Requires iPadOS 15.6 or later.
  • iPod touch
    Requires iOS 15.6 or later.
  • Mac
    Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © smallcase Technologies Pvt. Ltd. 2021
  • Developer Website
  • Privacy Policy

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