Small Case
Features Of Small Case
- Easy to Invest: Smallcases allow for quick and easy investment into a basket of stocks in one transaction.
- Diversification: Smallcases offer a simple way to diversify portfolios across multiple stocks and sectors.
- Transparency: All the stocks and their weightages in a smallcase are clearly stated, providing complete transparency.
- Expert-Curated: Smallcases are created by experts in various sectors and themes, providing a level of assurance in the selection of stocks.
Benefits Of Small Case
- Lower Risk: By investing in multiple stocks in one transaction, smallcases reduce the risk of investing in individual stocks.
- Convenience: Smallcases provide an easy and convenient way to invest in stocks, without the need for extensive research or analysis.
- Cost-Effective: Investing in smallcases is cost-effective compared to traditional forms of stock investing.
- Regular Monitoring: Smallcases are regularly monitored and rebalanced by the experts, ensuring that the portfolios remain aligned with the theme.
- Lower Risk: By investing in multiple stocks in one transaction, smallcases reduce the risk of investing in individual stocks.
- Convenience: Smallcases provide an easy and convenient way to invest in stocks, without the need for extensive research or analysis.
- Cost-Effective: Investing in smallcases is cost-effective compared to traditional forms of stock investing.
- Regular Monitoring: Smallcases are regularly monitored and rebalanced by the experts, ensuring that the portfolios remain aligned with the theme.
6 Year Experience
We have been serving our clients from last 6 years.
Certified Advisor
We are a certified Investment advisor.
10K+ Happy Clients
We have helped more than 10K clients to grow their wealth.
Smallcase is a fintech platform that enables investors to invest in a diversified portfolio of stocks or exchange-traded funds (ETFs) that align with their investment objectives and risk appetite. Smallcase provides a range of thematic, sectoral, and model-based investment options to investors.
Smallcase works by offering a basket of stocks or ETFs that represent a specific investment strategy or theme. Investors can select the smallcase(s) they wish to invest in, and the platform will execute the trades on their behalf. The underlying securities are held in the investor’s demat account.
Smallcase charges a one-time fee for creating and maintaining a smallcase. The fee ranges from Rs. 100 to Rs. 200, depending on the smallcase. There are no additional charges for buying or selling stocks or ETFs in the smallcase.
Investing through Smallcase has several benefits, including access to diversified and thematic investment options, low fees, transparency, and ease of use. Smallcase also provides investors with real-time updates on their investments and insights into the performance of their chosen smallcases.
To get started with Smallcase, investors need to have a demat account with a registered broker and complete the KYC (Know Your Customer) process. Once the KYC process is complete, investors can log in to the Smallcase platform and select the smallcases they wish to invest in.
Like any investment, investing through Smallcase carries risks, including market volatility, the performance of the underlying stocks or ETFs, and the risk of loss. Smallcase provides investors with detailed information on the risks associated with each smallcase, and investors are encouraged to read this information carefully before investing.
Yes, investors can sell their Smallcase holdings anytime they wish. The selling process is similar to the buying process, and the proceeds from the sale are credited to the investor’s demat account.
Smallcase is a registered broker with the Securities and Exchange Board of India (SEBI). The platform is also regulated by the Reserve Bank of India (RBI) and adheres to all regulatory guidelines.
