smallcase: Stocks Investments 6.57.0

Enhance Your Investment Portfolio with Professional Guidance

smallcase presents itself as a comprehensive investment platform designed to optimize financial growth through pre-structured stock baskets, mutual funds, and fixed deposits.

• Facilitate investments and Systematic Investment Plans (SIP) across stock portfolios, individual stocks, mutual funds, and fixed deposits.
• Consolidate your financial oversight by tracking all investments in one location.
• Access loans against your mutual fund holdings for immediate liquidity.

Invest with smallcases

• Select from over 500 meticulously curated stock portfolios based on widely recognized themes, sectors, and investment strategies.
• Dive into thematic portfolios focused on initiatives such as Atmanirbhar Bharat, dynamic strategies like Momentum, and sectors including Electric Vehicles.
• Choose portfolio managers by evaluating their expertise, innovative ideas, and historical performance metrics.
• Uncover personalized investment opportunities tailored to varying risk appetites and objectives such as retirement planning, real estate acquisition, or international travel.
• Create customized smallcases with preferred stocks exhibiting strong growth potential.
• Effortlessly SIP into multiple stocks with a single action.

You can link your existing DEMAT account without the necessity of establishing a new brokerage account. The platform supports connections with prominent brokers, including Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL Securities, Angel One, Motilal Oswal, Axis Direct, Kotak Securities, 5paisa, Alice Blue, Nuvama, among others.

Direct Mutual Fund Investments

• Explore a selection of over 500 zero-commission direct mutual funds.
• Conduct comparative analyses of mutual funds based on performance metrics such as returns, expense ratios, and volatility.

Fixed Deposit Opportunities

• Open high-yield fixed deposits with returns reaching up to 9.1%.
• Benefit from DICGC insurance coverage up to ₹5 lakhs.
• Select from a variety of banks including North East SF Bank, Suryoday SF Bank, Shivalik SF Bank, South Indian Bank, and Utkarsh SF Bank.
• Initiate deposits conveniently through your existing bank account.

Investment Tracking Made Easy

• Securely import existing holdings of stocks and mutual funds across various brokerage platforms for comprehensive monitoring.
• Manage your investments in smallcases alongside stocks and mutual funds in a single interface.
• Receive an investment score reflecting your adherence to disciplined investing and portfolio diversification.

Loans Against Mutual Fund Investments

The smallcase app simplifies access to loans against your mutual fund investments:

• Cater to short-term cash needs without liquidating investments.
• Obtain loans entirely online within two hours at competitive interest rates.
• Repay loans flexibly without incurring early closure fees.

Personal Loan Options

Meet financial needs through personal loans featuring adjustable repayment plans and affordable interest rates:

• Tenure: 6 months to 5 years
• APR: 27%
• Lender: Aditya Birla Finance Ltd

Please note that equity investments carry risk. It is advisable for investors to review all related documentation thoroughly and consult financial advisors prior to investing. Past performance is not indicative of future results. The examples provided are for illustrative purposes only and are not recommendations.

For additional disclosures visit: smallcase Disclosures.

Registered Address: smallcase Technologies Private Limited
#51, 3rd Floor, Le Parc Richmonde,
Richmond Road, Shanthala Nagar,
Richmond Town, Bangalore - 560025