smallcase: Stocks, MFs, FDs 4+

Stock portfolios & investments

Smallcase Technologies Private Limited

Designed for iPad

    • 4.8 • 28.7K Ratings
    • Free

Screenshots

Description

Grow your investment portfolio with readymade stock baskets, mutual funds, and fixed deposits.


smallcase is an all-in-one investment app that empowers you to do more with your money.


Invest your money across different asset classes - Stock Portfolios, Single Stocks, Mutual Funds, Fixed Deposits

Track all your investments in one place

Get a loan against your mutual fund investments



INVEST ACROSS MULTIPLE ASSETS


smallcases & stocks

Invest easily with 500+ ready-made stock portfolios based on popular themes, sectors, and strategies

Explore portfolios 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 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 one 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 created & managed by SEBI-registered investment experts (RA, RIA, or PMS license holders)


Direct Mutual Funds

Explore 500+ Zero-commission direct Mutual Funds

Compare against other mutual funds across returns, expense ratio, and volatility


Fixed Deposits

Open high-interest Fixed Deposits with returns up to 9.1%

DICGC insurance up to 5 lakhs

Banks listed with us - Suryoday, Shivalik, and Utkarsh

Open 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 investments in one place

Get an investment score based on your investment discipline and diversification



GET LOAN AGAINST YOUR MUTUAL FUND INVESTMENTS

You can now get easy loans against your Mutual Funds investments on the smallcase app.


Get cash for your short-term needs without breaking any investments

Get a loan completely online, under 3 hours at low interest rates

Pay back the loan anytime you want, without any charges for early closure


GET A PERSONAL LOAN

Fulfill 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

What’s New

Version 7.3.0

In this release, we have improvised the flow for booking fixed deposits. We've also enhanced the accessibility to stock portfolios with a gold hedge by making amends around log-in for brokers like Zerodha, Groww & more.


All in all, we've made it easier for you to search for stock portfolios, mutual funds & FDs so you can diversify with ease.

Ratings and Reviews

See All
4.8 out of 5
28.7K Ratings

28.7K Ratings

Parthsh ,

Great Concept and Transperancy

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.

jac.ob.123 ,

Good concept , but as time goes shortfalls are more visible

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.

NareshMedimi ,

A lot to look forward

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.

App Privacy

The developer, Smallcase Technologies Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Identifiers

Data Linked to You

The following data may be collected and linked to your identity:

  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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