smallcase: Stocks, MFs, FDs

Name: smallcase: Stocks, MFs, FDs
Rating: 4.8 (30856 reviews)
Author: Smallcase Technologies Private Limited

Stocks & Mutual Funds App

Free · Designed for iPad

31k Ratings
Ages

4+
Years
Category

Finance
Developer

Smallcase Technologies Private Limited
Language

EN
English
Size

134.4
MB

smallcase is a stock market 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 investments. All smallcases are managed by SEBI-registered investment experts, who offer timely rebalance updates – i.e., buy and/or sell suggestions – of the underlying constituents (stocks, ETFs and MFs) of the model 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. TRACK YOUR NET WORTH IN WEALTH OFFICE - Track all your assets and liabilities in one place – including stocks, MFs, ETFs, smallcase model portfolios, bank accounts, real estate, gold, Employee Provident Fund (EPF), and outstanding loans (home loan, personal loans, credit card, and more) - Import your existing stocks and mutual fund investments across multiple brokers and finance apps - Chat with AI about your investments, and get AI-powered insights on growing your wealth - Check your investment score and get smart alerts on your portfolio's performance INVEST IN MUTUAL FUNDS - Invest in zero-commission, direct mutual funds - Choose from multiple MF types – equity, debt, hybrid, ELSS funds & more - Compare mutual funds by category, past returns, and risk INVEST IN FIXED DEPOSITS - Open FDs with returns up to 8.3% - Get DICGC insurance up to ₹5 lakhs - Choose from multiple banks: Slice SF, Suryoday SF, Shivalik SF, South Indian, and Utkarsh SF Banks GET A LOAN AGAINST SECURITIES - Get a loan against mutual funds and stocks without breaking any investments - 100% online, in under 2 hours at low interest rates - Repay the loan at any time without any foreclosure charges Tenure: 6 months to 5 years Maximum Annual Percentage Rate (APR): 27% Registered Non-Banking Financial Company (NBFC) Lenders: - Aditya Birla Finance Ltd - Bajaj 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 market risk. Read all related documents carefully before investing. Consider all risk factors and consult your financial advisor before investing. Past performance is 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

31k Ratings

Great Concept and Transperancy
03/03/2020

Parthsh
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.
Great Concept and Transperancy
03/03/2020

Parthsh

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
14/08/2024

jac.ob.123
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.
Good concept , but as time goes shortfalls are more visible
14/08/2024

jac.ob.123

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
05/05/2021

NareshMedimi
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.
A lot to look forward
05/05/2021

NareshMedimi

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.
A bad experience about smallcase.
05/05/2021

Sirdroid
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.
A bad experience about smallcase.
05/05/2021

Sirdroid

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.

Wealth Office Enhancements: Your dashboard can now be customised by reordering the asset list to see what matters most. New Mutual Fund smallcases: - True Turtles Long Term Alpha Model - True Turtles Retirement 2050 Target Date - Roadmap to 25 Lacs Model - Roadmap to 1 Crore Model - CWA Smallcap Fund Picks Quant - CWA Nifty Next 50 Fund Picks Quant - CWA Thematic Fund Picks Theme - CWA Mutliasset Fund Picks Asset Allocation

Version 7.49.0

1 day ago

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Version 7.49.0

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