smallcase portfolio
BUILD WEALTH WITH SMART SMALLCASES
Invest in expert-curated Smallcase portfolios starting with just ₹500. Gain exposure to diversified themes, track performance easily, and stay aligned with your financial goals for long-term growth.
- Smallcase is a collection of stocks or ETFs built around a theme, idea, or strategy.
- You invest in professionally curated portfolios that reflect your financial goals.
- It’s simple, transparent, and easy to track directly from your Demat account.
- Start small and gradually build wealth with structured portfolios.
- Diversified Investment: Reduce risk by investing across multiple stocks/ETFs
- Expert-Curated: Portfolios designed by professionals and market experts.
- Transparent & Flexible: See all holdings, invest or exit anytime with ease.
- Goal-Based Approach: Choose portfolios aligned with themes like growth, income, or sectors.
- Thematic Smallcases – Based on ideas like “Digital India” or “EV Growth.”
- Sectoral Smallcases – Focused on industries like Banking, Pharma, or IT.
- Risk-Based Smallcases – Aggressive, balanced, or conservative options.
- Expert-Managed Smallcases – Managed by SEBI-registered advisors for you.
- Select a smallcase that matches your goals and risk appetite.
- Invest via your Demat account; all stocks/ETFs are purchased in your name.
- Track performance live and rebalance when recommended.
- Continue investing systematically or make lump sum contributions anytime.
PLAN
PLAN YOUR SMALLCASE WISELY
Easily choose and track Smallcase portfolios with expert guidance. Pick themes, sectors, or strategies that match your goals. Adjust your investments with market trends, stay diversified, and grow your wealth steadily with transparent, curated portfolios.
SMARTER INVESTING WITH SMALLCASE PORTFOLIOS
We offer more than just mutual funds — Smallcase portfolios let you invest in ready-made baskets of stocks and ETFs designed around themes, strategies, or goals. With transparent tracking, expert curation, and complete flexibility, you can grow your wealth while staying aligned with your financial objectives.
Can I start with a small amount?
Yes, you can begin investing in Smallcases with amounts as low as the minimum investment set for each portfolio (often starting around ₹2,000–₹5,000).
How is Smallcase different from Mutual Funds?
Unlike mutual funds, Smallcases let you directly own the stocks/ETFs in your portfolio, giving you full transparency and control.
Can I exit my Smallcase anytime?
Yes, you can sell all or part of your Smallcase anytime at live market prices.
Is Smallcase a safe investment?
Smallcases are market-linked, so returns depend on performance of underlying stocks/ETFs. They are best suited for long-term investing.