What is smallcase and how to invest using the platform?

Currently, seven brokers collaborate with the smallcase and are offering this platform. These include Kotak Securities, HDFC Securities, 5 Paisa, Edelweiss, Zerodha and Axis Securities.

Bengaluru-based Smallcase Technologies is paving the way for modern investors, allowing them to choose from professionally crafted stocks that reflect an investment idea or strategy.

Currently, seven brokers collaborate with the company and are offering this platform. These include Kotak Securities, HDFC Securities, 5 Paisa, Edelweiss, Zerodha and Axis Securities.

How does Smallcase work?

Smallcase accounts allow an investor to buy and sell tradable securities based on predefined combinations.

To use the platform, follow these steps:

For example, in this smallcase, Zero Debt Title selected high ROEs with debt-burdened companies and an established track record of high income growth. Source: smallcase.com

 

Fee: For all-weather investment and smart beta smallcase: Rs 50 + GST
For all other smallcases (thematic / sectoral / model-based, equity and gold smallcases): Rs. 100 + GST ​​(Source: Zerodha)

These are lump sum fees for a smallcase. For further orders in the same smallcase, no additional charge will apply.

However, regular brokerage and other charges for buying and selling stocks will be deducted for every order.

Why you should go to smallcase route

Caution: It should be noted that the Smallcase platform may not be suitable for a first-time or new investor, as it may not be sufficiently qualified to understand the risks associated with the product. It is advisable to consult a financial advisor before investing through this product.

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