smallcase: Stock Investments 4+

Invest & SIP in stock baskets

Smallcase Technologies Private Limited

Designed for iPad

    • Free

Screenshots

Description

Build your investment portfolio with readymade stock baskets on the smallcase app.

INVEST WITH SMALLCASES
Think of smallcases as building blocks for your overall investment portfolio.
They are readymade baskets of stocks and ETFs created by SEBI-registered investment experts. The smallcase managers periodically rebalance the portfolios to keep up with the market changes.

smallcases are a great way to invest for your goals, no matter what they are.
You can use smallcases to:

PARK YOUR EMERGENCY CASH
smallcases offer a safe and liquid way to invest your emergency funds.


SAVE FOR ANY SPECIFIC GOAL
Whether you're saving for retirement, a down payment on a house, or a child's education, smallcases can help you reach your goals.


INVEST IN A LONG-TERM SHIFT IN MARKETS
smallcases give you access to trending sectors and themes, like electric vehicles and green energy.


HAVE AN EXPERT MANAGE YOUR INVESTMENTS
smallcases are managed by a team of experienced investment professionals, so you can rest assured that your money is in good hands.


EXPLORE UNIQUE OPPORTUNITIES
smallcases offer unique investment ideas on themes and sectors like dividend-paying stocks, EV industry, Green Energy sector, Atmanirbhar Bharat theme, Momentum Investing, Value Investing, etc.

With so many options to choose from, there's a smallcase for everyone!

To start investing in smallcases, you need to connect your existing demat account. We support most of the popular brokers in India like Kite by Zerodha, Groww, Upstox, and more.

If you don't have an existing broking account, you can log in to smallcase and we can help you create a stock broking account.

TRACK YOUR INVESTMENT PORTFOLIO
You can now track your investments including Mutual Funds investments and stock investments on the smallcase app.

With tracking, you get access to:
- Category ranking of your investments across returns, expense ratio and volatility
- Price trends, Sharpe ratio and more to evaluate your portfolio health
- Loans against your Mutual Fund investments

GET LOAN AGAINST YOUR MUTUAL FUND INVESTMENTS
You can now get easy loans against your Mutual Funds investments on the smallcase app.

- Start tracking your Mutual Fund investments. Doesn't matter which app you used to invest in them.
- Check your loan eligibility
- Get a loan against your mutual fund investments at low interest rates
- Payback the loan anytime you want, without any charges for early closure

SIP INTO STOCK BASKETS
- Just connect your current broking account from the supported brokers like ike - Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL (Indiainfoline) Securities, Angel One, Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, and Nuvama
- Choose from 500+ expert-curated stock & ETF portfolios or create your own stock basket
- Start an SIP that invests your money into multiple stocks in one go!

WATCH BEFORE YOU LEAP
Not sure which stocks to invest in? Use the 'Watchlist' option to track any smallcase or create your own smallcase to start tracking the performance of the stocks you are interested in.
Once you are confident of your choices, you can start an investment in them.

Download the app today, and take your first step towards building a robust investment portfolio!

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

What’s New

Version 6.33.0

The OG of investing has officially entered the chat – introducing Mutual Funds on the smallcase app! Now you can buy, sell, and manage mutual funds right here on smallcase.

Search for new mutual funds or sync your existing investments to invest or manage your holdings hassle-free.

Mutual Funds are just the beginning – we're assembling a powerful lineup to take your investments to new heights. To smallcases and beyond!

P.S. We’re slowly rolling this out to everyone, stay tuned.

Ratings and Reviews

4.8 out of 5
23K Ratings

23K 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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