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smallcase - Invest in ideas

We are on a mission to change how India invests.

smallcases are a simple & easy way to invest in ready-made stock/ETF portfolios. Created by SEBI-licensed experts, smallcases are stocks/ETFs baskets based on a theme, model or strategy. They help you build a diversified, low-cost, long-term portfolio in 2 clicks.

Join a community of 5,00,000+ investors by logging in with your broker account. Whether you are a new investor, a Mutual Fund investor or a share market investor, there is a smallcase for you. Just download the smallcase app and get started with investing in the Indian share market.

All smallcases are created by SEBI-licensed professionals.

Choose from over 50+ investment ideas:
* thematic - long-term themes like growing middle class, rising rural demand, increasing internet penetration, affordable housing, electric mobility, smart cities, GST, incredible India
* model-based - investing strategies like growth, value, income/dividends, momentum, Benjamin Graham’s investment philosophy
* sectoral - IT, banking, pharma, metals, media
* holdings-based - Mutual Funds(MF), Venture Capital(VC), Private Equity (PE) holdings
or create & customize your own smallcase.

Explore curated collections of smallcases:

Ideal for New Investors
ETF smallcases
Long Term investing
Government reforms

And more..

✔️Discover ideas

Category : Finance

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Reviews (28)

Abh. A. Apr 30, 2022     

Great concept but if only they could minimize the clutter and make the UI a bit more clear. maybe change the news section to a special tab and not on the home screen. Like how kite is, clear and easy to understand.

Rav. R. Mar 10, 2022     

Pros: - Great concept Cons: - Wrong data showing at many places. Ex: CAGR %, Rebalancing time, etc - Have to login every time for each new page in web app - User experience can be improved. - Small cases are not auto updated, you have to fill Google form manuallfor each stock with quality of stock. I can't believe this.

Raj. K. May 20, 2022     

In previous version price of any smallcase was shown down left corner, but in this updated version it is not so we can not understand the price of smallcase unless we tap invest now tab this is very annoying.

Deb. R. May 12, 2022     

Everything is good except one major problem, in the "Discover - See All Smallcases" section the already invested Smallcases don't show up, so it becomes really difficult to evaluate relative performance of the invested Smallcases vis a vis others.. I suggest you include the already invested Smallcases in the Discovery section lists like all other Smallcases as per their relative performance, you can mark the invested Smallcases with the word 'Invested' maybe.

Sum. S. May 5, 2022     

Theives. They charge rs. 100 plus gst without our consent. When asked for refund they shared multiple steps where I can see that this charge is mentioned, however, this charge should be mentioned clearly on the app launch page or a warning message should display while making the transaction that these charges will be applied. Clearly they are hiding these charges and promotes themselves by saying that smallcase provides free service.

Yas. K. M. May 8, 2022     

Hello Team, kindly please show/include BSE only stocks in the screener, as it will be helpful to create a much better smallcase with more diversity. Stocks which are both NSR & BSE available are there, yet purely BSE based shares are not available in the screener. Kindly include them too.

Baw. Y. Mar 22, 2022     

The app is good and I love the idea based investing concept. I just have one feature request, can you please allow us to add an optional label/description to the smallcase ? I invest based on targets (house buying, emergency fund, etc.). It would be easier for me to categorise my smallcase profits if a label is allowed.

Ksh. N. Apr 24, 2022     

After so many tries.... I am still not able to login using my broker account. The smallcase app asks to chose a broker, followed by Gmail id to login into the broker. But after selecting the Gmail account, it redirects back to the same step to select the Gmail account. Even the customer service couldn't help with this issue. How should avail the services if I can't even make an account on this app?

Moh. K. May 20, 2022     

Worth less customer support. I have some doubts on my latest transaction done with small case since its not reflecting in my dashboard. Not able to get any help from small case. Tried checking with the fund manager company also.. they will bluntly say that they r busy currently and I will have to wait.. There PR team would just send customarily send same response to all messages since there reprentatives wouldn't have time to reach out to us. Like the one I have got. On my complaint here

Ree. K. Feb 7, 2022     

I am reviewing it at 3 stars because I like its concept and its a startup but basic functionality of your app is corrupted. I am not able to login through groww, it gets stuck at otp screen and I didn't receive it, tried multiple times to login. Redirect the login page through broker app and not through weblink. Hire 2 members for basic customer service functionality , people may have questions.

Kau. K. Mar 19, 2022     

Really liked this concept where in you get to invest in ideas of stocks, app works nicely but web version is better and I got rebalancing updates in notifications so no issues found there. Also the subscription fees are too high for certain smallcases!

San. S. May 17, 2022     

Great app.. But the text area in create smallcase feature is not allowing me to enter the text please fix this bug

Sun. A. Mar 7, 2022     

Started using this. Love the interface. Provides a nice collection of stocks with certain target to invest in. but would love to know more details about which stocks are chosen after every rebalancing and the goal of the smallcase. And smallcase on crypto would be a great.

raj. k. May 4, 2022     

Confusing to understand return generated, lack of customer support esp. for NRI clientele, Patchy UI, No clarity whether the rebalance is applied, lack of automated rebalance. Really frustrating to use

dur. s. May 5, 2022     

very bad experience,. no notification, no customer care, just money money all they want, stucked, want to get out. BAKWAS APP, all are paid youtubers who are promoting this, just avoid.

Bis. P. Dec 30, 2021     

The idea itself is great, but a lot needs to bw done into the app. The app doesn't give the feeling that I am in control. Also, its irritating to see the suggestion in the app. For ex. it recommends me to invest in a core smallcase.. but in my case I might be already having my investment via direct stocks or MF or some other means... I just don't want the suggestion any more.. but there is no way to get rid of such suggestions. It feels creepy.

Raj. A. Apr 5, 2022     

Really love this app.. Just 1 problem is that all the small cases are very expensive to start with. Please add in small cases in amounts of 10000 where beginners can afford to take part in those stocks as well. Overall lovely app. Nice interface. Nice transactions. It connects directly to your de mat account. Its a 5star app

Pra. B. May 15, 2022     

I must say, you guys nailed it. Super fluid modern UI and seamless integration with Zerodha, it feels like I never left Zerodha interface. Keep up the good work and bring more and more Indians into investing in stock market 👍👍 Though as an experiences investor, I know the risks involved, but please display a disclaimer or arrange class for newbies so that they know what they are investing in.

Roh. G. Feb 28, 2022     

Its pretty friendly to use and i really like it as of now. Its a request can you guys please come up with another app for Crypto trading & holding. There are a lot of other apps for that matter but I've personally come to trust you guys. If you could come up with an app or a basket for crypto that would make this more fun to invest.

Sid. W. Feb 4, 2022     

When I use to play understanding the smallcase videos in full screen mode it goes automatically screen off and my phone goes in re-start mode. I think there might be some application software issue.

Udi. K. May 19, 2022     

The best platform in India for individuals new to investments. Can make the app experience more minimalist and intuitive

Ana. V. R. Jan 6, 2022     

Technical glitches in the app. On the due date of payment of SIP, it keeps redirecting back to the same page. And the solutioj provided is to logout anf login. On doing that one cant login again and it keeps redirecting back to tbe login page. No response given for queries in the help section as well.

Sri. R. May 9, 2022     

Excellent is the only word I can use to rate this app! Rich in transparency!

Avi. K. Jan 27, 2022     

The app is awesome and really a game changer. some improvements can still be done. like deeper integration with the kite app on Android instead of asking for login every time

kri. m. Feb 2, 2022     

Little difficult for newcomers. I'm a Newcomer to your platform and to stock investments in general. I have invested in mutual funds before but pure stocks is a totally new domain for me. Your platform can have easy explanations of things like ETF and BeES which were completely new terms to me. I did my own research outside smallcase and came to know about these things. It might be a good platform for experienced investor but for a novice like me it found it confusing and difficult.

Bha. P. Jul 7, 2021     

Excellent app, makes investing experience much easier. Just one feedback for the app - while trying to invest more in customized smallcases, if there can be an option to invest below the min. amount (by entering it on our own) that can adjust the stock weights subsequently, that would make it perfect for me. Sometimes, there is just a small amount of capital that I want to invest in a smallcase and investing a wholesome min. amount is not feasible. Kindly look into this feedback.

Ale. S. May 23, 2022     

Are there STCG taxes if due to rebalance a stock has to be sold and a new stock has to be purchased and we make any gains through this when the rebalancing is done especially when its quarterly in the 1st year of our investing in a smallcase? If yes then I think smallcase is not good for people who are starting their investing journey. Mutual funds seem to be a better option for them

Jai. P. May 9, 2022     

very confusing app. please keep simple, user friendly and use easy for new customer.... some times much hectic.