smallcase provides thematic and strategy-driven baskets of stocks and ETFs that are curated and periodically rebalanced by SEBI‑registered managers. Investors can add a selected basket to their existing brokerage account with a single click, while the platform maintains real‑time price linkage and automatic rebalancing to preserve target allocations. The service also includes integrated research tools, calculators, and compliance disclosures to support retail investors and advisors.
Funding
$50M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Retail investors often lack efficient access to professionally curated, theme‑based portfolios, requiring extensive research and manual trade execution to achieve diversified exposure. This fragmented process can lead to suboptimal asset allocation and higher transaction friction for investors using multiple brokerage platforms.
Solution
smallcase delivers market‑linked investment products that bundle stocks and exchange‑traded funds into thematic or strategy‑driven baskets, each managed by SEBI‑registered professionals. Investors can add a selected basket directly through their existing brokerage account with a single click, while the platform maintains real‑time price linkage and automatic rebalancing to preserve target weightings. The service includes a research hub with sector collections, calculators, and investment guides to aid selection and monitoring. By integrating portfolio construction, ongoing management, and compliance into one workflow, smallcase enables focused exposure without requiring deep market expertise.
Target Audience
The primary users are retail investors in India who trade through brokerage accounts, as well as financial advisors and wealth managers seeking ready‑made thematic solutions for client portfolios.
Features
- Thematic and strategy‑focused baskets (smallcases) of stocks and ETFs aligned to specific market insights.
- Ongoing curation and periodic rebalancing by SEBI‑registered managers to maintain intended allocations.
- Seamless API integration with major Indian brokerage platforms for one‑click trade execution.
- Real‑time market linkage that updates portfolio valuations and performance metrics instantly.
- Embedded research tools: sector collections, investment guides, calculators, and market insights.
- Transparent fee disclosure per smallcase, with transaction costs processed through the investor’s broker.
- Built‑in compliance and risk disclosures meeting SEBI regulatory standards.