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smallcase: Stocks, MFs, FDs 4+
Do more with your money
Smallcase Technologies Private Limited
Designed for iPad
-
- Free
Screenshots
Description
Grow your investment portfolio with readymade stock baskets, mutual funds, and fixed deposits.
smallcase is an all-in-one investment app that empowers you to do more with your money.
Invest your money across different asset classes - Stock Portfolios, Single Stocks, Mutual Funds, Fixed Deposits
Track all your investments in one place
Get a loan against your mutual fund investments
INVEST ACROSS MULTIPLE ASSETS
smallcases & stocks
Invest easily with 500+ ready-made stock portfolios based on popular themes, sectors, and strategies
Explore portfolios on themes like Atmanirbhar Bharat, strategies like Momentum, and sectors like Electric Vehicles
Pick a portfolio manager based on their experience, ideas, and past performance for your investments.
Discover investment ideas across different risk profiles and goals like retirement, buying a house, or an international trip
Buy individual stocks if you want to, or create a smallcase on your own.
SIP into multiple stocks in one tap
No need to open a new broking account, if you already have one. Just connect your existing DEMAT account. Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL (Indiainfoline) Securities, Angel One, Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, Nuvama & more brokers are supported
Note: All stock portfolios created & managed by SEBI-registered investment experts (RA, RIA, or PMS license holders)
Direct Mutual Funds
Explore 500+ Zero-commission direct Mutual Funds
Compare against other mutual funds across returns, expense ratio, and volatility
Fixed Deposits
Open high-interest Fixed Deposits with returns up to 9.1%
DICGC insurance up to 5 lakhs
Banks listed with us - Suryoday, Shivalik, and Utkarsh
Open with your existing bank account
TRACK YOUR INVESTMENTS IN ONE PLACE
Securely import your existing stocks and mutual fund investments across multiple broking and finance apps
Track your smallcases, stocks, and mutual funds investments in one place
Get an investment score based on your investment discipline and diversification
GET LOAN AGAINST YOUR MUTUAL FUND INVESTMENTS
You can now get easy loans against your Mutual Funds investments on the smallcase app.
Get cash for your short-term needs without breaking any investments
Get a loan completely online, under 3 hours at low interest rates
Pay back the loan anytime you want, without any charges for early closure
Do more with your money, on smallcase.
NOTE: Equity Investments are subject to 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 smallcases are exemplary and not recommendatory.
For further disclosures, visit: https://www.smallcase.com/meta/disclosures
Registered Address: smallcase Technologies Private Limited
#51, 3rd Floor, Le Parc Richmonde,
Richmond Road, Shanthala Nagar,
Richmond Town, Bangalore - 560025
What’s New
Version 6.44.0
Ahoy investors! A safe ship in the sea of investing has arrived at smallcase.
Introducing Fixed Deposits (FDs), your go-to asset for adding stability and risk-free returns to your portfolio. You can now book RBI-insured FDs on smallcase through a 100% digital, hassle-free process and cruise through market storms with confidence.
With FDs in the mix, smallcase has a fleet of diverse investment options for you including Mutual Funds and Stocks. More updates are on the horizon – stay tuned!
Ratings and Reviews
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.
Needs Improvement: Buggy Experience & Limited Features
I’ve been using the Smallcase app for a while now, and while the concept is great, the app falls short in a few key areas: 1.Connection Issues with Brokers: I’ve been facing persistent bugs while trying to connect with my Kotak Neo broker. This is a major setback as it disrupts the overall investment experience. 2.Limited Explore Section: The explore section is not very user-friendly. It lacks the ability to properly filter and select smallcases based on relevant criteria like rebalance timeline, fees, benchmark index, and more. The current filters feel irrelevant and don’t help in finding the right smallcase efficiently. 3.Transparency on Charges: The investment section should clearly show the total charges paid to the broker, including brokerage, all taxes, and DP charges. This is critical for tracking expenses and understanding the real cost of investments. 4.Multiple Broker Support: The app should allow users to connect multiple brokers, which would make managing and diversifying portfolios much easier. Overall, the Smallcase app has potential, but it needs significant improvements in these areas to truly enhance the user experience. Until then, it feels more like a work in progress rather than a fully developed investment tool.
Developer Response ,
Hi Ritu - Thanks for the elaborate feedback. Could you please give us more details on the first point by emailing us at help@smallcase.com?
Good concept , but as time goes shortfalls are more visible
This is a good aggregator concept. However I would like to have few additional features included. For SIP, there should be an option to “Apply SIP now” to make use of favourable market conditions. This can be limited to the number of registered SIP transactions itself. Invest more option, for me, is to put additional different amount to invest my non-cyclical additional income. If I am having monthly SIP and I see that market has dropped two days before SIP date, if I want to make use of the opportunity in my SIP, currently it’s not possible.
The report for transactions by smallcase is a useful feature to have. Currently I have to rely on broker reports which are not mapped to smallcases. So if two smallcases have invested in same stock, I will not be able to differentiate easily. Transaction report by smallcase will solve my problem here.
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
Information
- Provider
- Smallcase Technologies Private Limited
- Size
- 110 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 11.0 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
- Price
- Free