smallcase: Stocks, MFs, FDs

Name: smallcase: Stocks, MFs, FDs
Rating: 4.8 (30718 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

127.2
MB

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 a single 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 8.40% - 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

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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.

What's new? Introducing Wealth Office - a new home for your net worth, powered by AI. Track all your investments (stocks, MFs, FDs, bank accounts), assets (real estate, gold), liabilities (loans, credit cards) - all from a single dashboard. Ask questions and get AI-powered insights that help you understand your wealth better. Questions or feedback? Write to us at care@smallcase.com

Version 7.42.0

5 days ago

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Version 7.42.0

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Data Used to Track You

Data Linked to You

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