Smallcase: A Comprehensive Guide to Investing in Customized Portfolios


Smallcase is a financial technology company that offers a platform for investing in diversified, thematic portfolios of s

tocks and exchange-traded funds (ETFs). Smallcases are essentially pre-packaged investment portfolios that are based on specific themes, such as “Rising Stars,” “India’s Electric Vehicle Revolution,” or “The Future of Healthcare.”


One of the primary benefits of smallcases is their diversification. By investing in a smallcase, you can own a basket of stocks or ETFs that are spread across different sectors and industries, rather than putting all your eggs in one basket by investing in a single stock. This can help reduce risk and increase the potential for returns.

Smallcase: A Comprehensive Guide

If you’re looking for a new and innovative way to invest in the stock market, you might want to consider using Smallcase. This financial technology company offers a platform for investing in customized portfolios of stocks and exchange-traded funds (ETFs). In this blog post, we’ll take a closer look at Smallcase and how it works.

What is Smallcase?

Smallcase is a platform that allows you to invest in carefully curated portfolios of stocks and ETFs. These portfolios, called “smallcases,” are designed to help you achieve your investment goals, whether it’s long-term growth or income generation. Each smallcase is built around a specific theme or investment strategy, such as “Technology Titans,” “Emerging Markets,” or “Dividend Yielders.”

One of the key benefits of investing in smallcases is the diversification they offer. By investing in a diverse range of assets, you can reduce the risk of your portfolio and potentially increase your returns. Smallcases are also designed to be easy to understand and manage, making them a great choice for both novice and experienced investors.

How Does Smallcase Work?

Using Smallcase is simple. First, you’ll need to create a Smallcase. Once you’ve created a Smallcase account, you can browse the available smallcases and choose the ones that best fit your investment goals and risk tolerance. You can also use the Smallcase platform to research different smallcases and track their performance.

When you’re ready to invest, simply select the smallcase you want to invest in and specify the amount you want to invest. Smallcase will then automatically purchase the individual stocks or ETFs that make up the smallcase, and your investment will be automatically rebalanced to maintain the desired asset allocation.

You can monitor the performance of your smallcases and make changes to your portfolio at any time through the Smallcase platform. You can also set up automatic investments, known as “smart-save,” to regularly invest a set

amount in your chosen smallcases.

What Are the Fees for Using Smallcase?

Smallcase charges a fee for its services, which is a percentage of the assets you have invested in smallcases. The exact fee will depend on the specific smallcase you invest in and the amount you invest. Smallcase also charges a one-time fee for setting up smart-save investments.

In addition to Smallcase’s fees, you’ll also need to pay the usual charges associated with investing in stocks and ETFs, such as brokerage fees. Smallcase does offer discounted brokerage rates for its users, however.

Smallcase is a great option for investors who want a simple and diversified way to invest in the stock market. The platform is easy to use and offers a wide range of smallcases to choose from, making it suitable for both novice and experienced investors.

However, it’s important to keep in mind that investing in smallcases carries the same risks as any other investment in the stock market. Before investing, be sure to consider your investment goals, risk tolerance, and financial situation. It’s also a good idea to do your own research and consider seeking


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