smallcase: Stocks, MFs, FDs 4+
Stocks & Mutual Funds App
Smallcase Technologies Private Limited
Designed for iPad
-
- Free
Screenshots
Description
smallcase is an all-in-one app that offers portfolios of stocks, fixed deposits & mutual funds that helps you build a stable portfolio and grow your money.
INVEST ACROSS MULTIPLE ASSETS
smallcases & stocks
- Invest easily in stocks with 500+ ready-made portfolios of stocks based on popular themes, sectors, and strategies
- Explore baskets of stocks 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 to invest in stocks 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 are created & managed by SEBI-registered investment experts.
Mutual Funds
- Direct Mutual Funds with zero commissions
- 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 Small Finance Bank, Shivalik Bank, Utkarsh Small Finance Bank, North East Small Finance Bank, and South Indian Bank
- Open and FD 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 in one place
- Get an investment score based on your investment discipline and diversification across stocks & mutual funds
GET LOAN AGAINST YOUR MUTUAL FUND INVESTMENTS
Zero-commission mutual funds and the ability to get loans against these mutual fund investments make smallcase a complete mutual fund app.
- Get cash for your short-term needs without breaking any investments
- Get a loan entirely online, in under 3 hours, at low interest rates
- Pay back the loan anytime you want, without any charges for early closure
GET A PERSONAL LOAN
Fulfil your cash needs with personal loans offering flexible repayment options & low interest rates
- Tenure: 6 to 60 months
- APR: 27%
- Registered Bank (Lender): Aditya Birla 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
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 7.8.0
In this release, we have improvised the flow for booking fixed deposits. We've also enhanced the accessibility to stock portfolios with a gold hedge by making amends around log-in for brokers like Zerodha, Groww & more. All in all, we've made it easier for you to search for stock portfolios, mutual funds & FDs so you can diversify with ease.
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.
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.
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.
Events
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
- 118.8 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.1 or later.
- iPad
- Requires iPadOS 15.1 or later.
- iPod touch
- Requires iOS 15.1 or later.
- Mac
- Requires macOS 12.0 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