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Smallcase Portfolios
Invest in baskets of stocks or ETFs based on specific themes, strategies, or ideas, managed by SEBI-registered professionals. (Minimum Investment varies)
Collection of diverse items in packages representing Smallcase portfolios

Smallcases are modern investment products that help you build a diversified, low-cost, and long-term portfolio. Each smallcase is a curated basket of stocks or Exchange Traded Funds (ETFs) reflecting a specific market theme, investment strategy, or objective. These portfolios are created and managed by SEBI-registered investment advisors or research analysts.

Key Features

  • Thematic & Strategic Baskets: Invest in ideas like 'Make in India', 'Electric Mobility', dividend yield strategies, momentum investing, etc.
  • Professionally Managed: Portfolios are created and managed by SEBI-registered experts.
  • Diversification: Provides diversification within a theme or strategy by holding multiple stocks/ETFs.
  • Direct Ownership: Stocks/ETFs are held directly in your own Demat account.
  • Regular Rebalancing: Managers review and rebalance the portfolios periodically based on the underlying strategy. You receive rebalance updates to execute.
  • Variable Minimums: Minimum investment amounts vary per smallcase, making it accessible for different investment sizes.

Our Smallcase Services

  • Portfolio Discovery & Comparison: Helping you explore and compare smallcases based on themes, risk levels, and manager philosophy (Requires Smallcase API integration).
  • Goal-Based Recommendations: Suggesting suitable smallcases aligned with your specific financial goals (e.g., long-term growth, dividend income).
  • SIP Integration Guidance: Assisting in understanding how to invest via SIPs in smallcases through your broker.

Tools & Resources

How it Works

You can browse various smallcases on the platform, understand their underlying methodology, and invest using your existing Demat and trading account through a supported broker. You pay a fee (often subscription-based) to the smallcase manager for their research and management services.

Who Is It For?

Smallcases are suitable for investors looking for theme-based or strategy-driven equity exposure with professional oversight, direct ownership, and transparency, typically with an investment horizon of 3+ years.

Interested in Smallcase Portfolios?
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