smallcase: Investing made easy 4+

Invest/SIP in stock portfolios

Smallcase Technologies Private Limited

Designed for iPad

    • Free



smallcases are modern investment products that help you build low-cost, long-term, and diversified portfolios. Each smallcase is a professionally managed portfolio (or basket) of stocks/ETFs that reflects a theme, idea or strategy.

Believe EVs are the future of transportation? See the IT sector of India blooming? Confident of the increase in rural India’s consumption? You could turn simple, everyday opportunities into great investment ideas with smallcases!

- smallcase offers 500+ readymade stock investment portfolios to choose from, all of which are created and managed by SEBI-registered professionals

- Supported Demat accounts: smallcase currently supports Demat / trading accounts with 14 leading stock brokers in India, including Zerodha - Kite, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL (Indiainfoline) Securities, Angel Broking (now Angel One), Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, Edelweiss, and Trustline.

- Simply download the app, login with your Demat / brokerage / trading account, pick a smallcase for your idea, and invest in just 2 clicks!

- Just like a mutual fund investing app, smallcase enables you to start a Systematic Investment Plan (SIP) in the stock market!

- You can withdraw your investment anytime - no lock-in periods and zero exit fees

- You can track the performance of your share market investments, or even create and share your own stock portfolio

- Don’t have a Demat account yet? Just select a broker partner of your liking and open a Demat account on the smallcase app

Why choose smallcase for stock investing?

1) Trusted by 45 Lakh+ investors and available on 14 broking platforms

2) Start SIPs in the stock market, just like in mutual funds

3) Invest easily in simple ideas that you understand. smallcases are created & managed by SEBI registered professionals with vast experience, saving you from hours of research or from investing without understanding.

4) Diversified portfolios for new investors so that you do not put all your eggs in one basket (remember Warren Buffet’s rule?)

5) No lock-in period for any investment you make. Withdraw your money anytime, with zero exit fees.

- Join our community of over 45 lakh+ investors today! Just download the smallcase app and get started with investing in the Indian share market.

Popular smallcases for new investors:

1) All Weather Investing (AWI): A recession-proof way to build long-term wealth. The AWI smallcase is a portfolio of equity, gold & fixed income ETFs. One investment for all market conditions.

2) Equity & Gold: This smallcase invests 70% in equity & 30% in gold. Equity grows your wealth, and gold protects it from market volatility. Get the best of both worlds.

3) Top 100 Stocks: This smallcase invests in India’s most reputed companies, i.e. the top 100 companies by market capitalization. Get solid stability at medium volatility.

Features for seasoned stock market investors:

- Discover and choose from various investment strategies including Growth Investing, Sector Trackers, Dividend, Momentum, and Value Investing

- Discover an ecosystem of 180+ smallcase managers - including renowned names such as Windmill Capital, Weekend Investing, Capitalmind, Wright Research, Green Portfolio, Adroit Financial, Niveshaay, and many more

- Add/remove individual stocks of a smallcase before investing

- Create and share your own smallcase with friends and family

- Track historical performance of your created smallcase against benchmark indices

- Add any smallcase to your Watchlist, and monitor its live performance without investing

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

Questions, feedback & suggestions?
For any of the above, write to us at

What’s New

Version 5.1.1

We knew paying $8 for verification wouldn’t fly too well. Instead, you can verify yourself on smallcase. ¯\_(ツ)_/¯

In an effort to make accessing your investments even simpler, we’re switching to logging in with your phone number. It helps sync all your data so that one login is all you need.

Wondering what you can do with the extra time we freed up for you yet again? Eat a muskmelon, maybe.

Ratings and Reviews

4.8 out of 5
17.4K Ratings

17.4K Ratings

Parthsh ,

Great Concept and Transperancy

It is good idea and thought process one can take decisions on their own to decide where to invest and. PLEASE help out with SIP process into, amount oriented as to what amount of SIP gives what return outcome i.e. past investment SIP of particular shares in a smallcase has its return likewise. As in big amount smallcase for eg. Smart Beta or Middle class ones. We are not able to decide as to SIP amount as which share would be bought on what SIP amount are those performing or not in our SIP amount will performing share be included in SIP or not will low performing share be bought to bring down average.

Please request to developers to give broader analysis on “SIP” in smallcase.

NareshMedimi ,

A lot to look forward

I personally love smallcase app. It provides an opportunity to create a basket of stocks and invest based on ones acumen and appetite. One can also also choose from a bunch of well curated smallcase available. I though prefer making my own, and regularly investing. The user experience as such needs improvement. The create section is a little non intuitive, and if you want to make changes, it’s difficult. The create section needs serious consideration in terms of design and execution. One more irritable aspect is having lot of smallcase which do not exists anymore. I hope it’s a bug from the app persay, as I cannot open quite a few smallcases. I do hope the team is looking into these. I will definitely go ahead and support the smallcase app by continuing to invest through them. I do hope to enhance my experience with the app in the coming days.

Sirdroid ,

A bad experience about smallcase.

So, I like everyone got to know about smallcase somewhere online and after seeing the reviews and good reputation among investing gurus I decided to invest some of my savings into smallcase portfolio.
I invested around 24k in 'dividend stars' 'med volatility' as it looked promising with 23% cagr the app everywhere shows you that every smallcase is "free" but in reality its not. They are taking hidden charges.
I used upstox brokerage account which was a big mistake on my part as I did not do enough research and got lured into it by reading "free" everywhere. I think its bad marketing.
Now after investing my money, I was charged addl 266₹ for using smallcase of upstox and my wallet balance is -225₹ right now. In addition to that the small case fell -2%. So the smallcase charge is roughly about 1% of my total investment, which reduces my annual return by 1% already and in such small investment even 1% of return makes a difference additionally Upstox will charge around 350₹ for AMC which is another 1-2%.
Had I known there were charges I would have invested wisely or atleast be mentally prepared.
Well, let's see if I get any profit from this portfolio. Currently I am regretting my decision for using smallcase and upstox. I recommend zerodha as charges are much lower.
DOYR properly dont get lured into things nothing is free.

App Privacy

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 based on, for example, the features you use or your age. Learn More

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