smallcase: Stocks, MFs, FDs

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
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