smallcase - Save & Invest 7.77.0 - App Store

---

About smallcase - Save & Invest

smallcase is a great place to put your money to work. We have investment ideas across Indian Stocks & ETFs, Mutual Funds, Fixed Deposits, and for global diversification - US Stocks & ETFs. What makes smallcase stand out...

smallcase is a great place to put your money to work. We have investment ideas across Indian Stocks & ETFs, Mutual Funds, Fixed Deposits, and for global diversification - US Stocks & ETFs. What makes smallcase stand out from other investment apps is our ‘model portfolios’, also known as ‘smallcases’. These are baskets of Indian Stocks/ETFs, Mutual Funds or US Stocks/ETFs. These smallcases are created by investment experts, around an idea like a trending sector (Defence, Pharma, etc.), a theme (AI & Data Centers, Clean Energy, etc.) or a trusted strategy (Momentum, Value & Growth, etc.) To keep your investments fresh, these smallcases are periodically rebalanced by buy/sell recommendations of underlying stocks to keep up with market trends. INVEST IN INDIAN STOCKS & ETFs - Connect your existing broking or demat account, or open a new one. smallcase supports India's top 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, and more - Select an idea to invest in like Electric Mobility, and leave the underlying stock picking to experts. They will research across EV manufacturers, charging service providers, battery manufacturers, etc. to find the most suitable for the smallcase - SIP into multiple stocks in one go - Apply rebalance updates periodically to keep your investments fresh INVEST IN US STOCKS & ETFs - Open a free Global Investing Account and fund it via your Indian bank account - Invest in trending ideas unique to US markets like AI Supply Chain, Robotics, Country Rotation, etc. Leave the underlying stock picking to experts. - Since fractional shares are supported, start investing with just $50 - Your investments stay fresh with automated rebalancing when the smallcase manager triggers a buy/sell action of underlying stocks - Invest with confidence via the GIFT City framework, fully compliant with Indian regulations INVEST IN MUTUAL FUNDS - Invest in baskets of direct mutual funds with zero commission - Select an idea like Parking your Savings, Sector Rotation, Flexicap Picks, etc, and leave the selection of underlying mutual funds to experts - SIP into multiple mutual funds at once TRACK YOUR NET WORTH WITH WEALTH OFFICE - Get a 360° view of your finances across stocks, mutual funds, gold, real estate, FDs, EPF, loans, and credit health - Chat with Wealth Office AI to uncover insights about your wealth, forecast your net worth, and get roadmaps for your financial goals GET LOAN AGAINST SECURITIES - Get a loan against your stock and mutual fund investments, without selling them - Avail low interest rates starting at 9.99% p.a. - Repay at any time with no foreclosure charges Tenure: 36 months Maximum Annual Percentage Rate (APR): 13% Registered Non-Banking Financial Company (NBFC) Lenders: - DSP Finance Private Limited - The South Indian Bank Limited - Bajaj Finance Limited Example: Interest Rate: 16% p.a. Tenure: 36 months Cash to be credited: ₹1,00,000 Processing Fee: ₹2,073 GST: ₹373 Loan Insurance: ₹1,199 Total Loan Amount: ₹1,03,645 EMI: ₹3,644 Total Repayment Amount: ₹1,31,184 INVEST IN FIXED DEPOSITS - Open high-interest FDs with returns up to 8.5% p.a. - Get DICGC insurance up to ₹5 lakhs - Choose from Slice SF, Shivalik SF Bank, and more NOTE: Equity investments are subject to share market risk. Investments in global markets are subject to market, currency, regulatory, and jurisdictional risks. Read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisors before investing. Representations are not indicative of future results. The quoted model portfolios are not recommendatory. For full disclosures, visit: https://smallcase.com/meta/disclosures Registered Address: CASE Platforms Private Limited #51, 3rd Floor, Le Parc Richmonde, Richmond Road, Shanthala Nagar, Richmond Town, Bangalore - 560025

Version History Faster broker login: Connecting to your broker is now snappier New US stocks & ETF smallcases - ATLAS GLOBAL Model 7.77.0 3d ago Your portfolio now has a passport US stock & ETF smallcases are now live, with themes like AI, Robotics, Genomics and more. 7.76.0 Oct 2 Your portfolio now has a passport US stock & ETF smallcases are now live, with themes like AI, Robotics, Genomics and more. 7.75.0 Sep 30 Invest beyond Indian markets into themes like AI, Robotics, Genomics: We are now rolling out early access to US stock & ETF smallcases on the app. 7.74.0 Sep 19 Invest beyond Indian markets into themes like AI, Robotics, Genomics: We are now rolling out early access to US stock & ETF smallcases on the app. 7.73.0 Sep 10 Your portfolio now has a passport! US stock & ETF smallcases are now live, with themes like AI, Robotics, Genomics and more. 7.71.0 Aug 27 Invest beyond Indian markets into themes like AI, Robotics, Genomics: We are now rolling out early access to US stock & ETF smallcases on the app. 7.70.0 Aug 20 New FAQ section: Find answers to common questions across smallcases 7.69.0 Aug 18 SIP details at a glance: Now, check the amount & next due date of your MF smallcases SIP in the 'Manage your smallcase' section New Stock & ETF smallcases Dynamic Sector Rotation Theme CWA NanoCaps Quant Variant Perception Portfolio Model FINZ Defence Basket Theme 7.68.0 Aug 8 Search AI: Finding the right investing idea is now easier with Search AI chat. Ask questions, explore themes & discover relevant smallcases using simple prompts. New Stock & ETF smallcases Nirivantes Core Opportunities Model Nirivantes Prime Momentum Smart Beta Nirivantes Breakout Edge Smart Beta Super Stories Fundamental 7.67.0 Aug 3 Search AI: Finding the right investing idea is now easier with Search AI chat. Ask questions, explore themes & discover relevant smallcases using simple prompts. New Stock & ETF smallcases Nirivantes Core Opportunities Model Nirivantes Prime Momentum Smart Beta Nirivantes Breakout Edge Smart Beta Super Stories Fundamental 7.66.0 Jul 24 Search AI: Finding the right investing idea is now easier with Search AI chat. Ask questions, explore themes & discover relevant smallcases using simple prompts. New Stock & ETF smallcases Nirivantes Core Opportunities Model Nirivantes Prime Momentum Smart Beta Nirivantes Breakout Edge Smart Beta Super Stories Fundamental 7.65.0 Jul 17 Search AI: Finding the right investing idea is now easier with Search AI chat. Ask questions, explore themes & discover relevant smallcases using simple prompts. New Stock & ETF smallcases Nirivantes Core Opportunities Model Nirivantes Prime Momentum Smart Beta Nirivantes Breakout Edge Smart Beta Super Stories Fundamental 7.64.0 Jul 13 Search AI: Finding the right investing idea is now easier with Search AI chat. Ask questions, explore themes & discover relevant smallcases using simple prompts. New Stock & ETF smallcases Nirivantes Core Opportunities Model Nirivantes Prime Momentum Smart Beta Nirivantes Breakout Edge Smart Beta Super Stories Fundamental 7.63.0 Jun 29 New Stock & ETF smallcases Post-IPO Quality Theme AI & Data Center Value Chain Theme CWA Energy Next Theme CT Power Mega Trend Theme Bharat Tech Infra Tracker Drone Growth Model Divitiae Healthcare Compounder Momentum & Shield Smart Beta New Mutual Fund smallcases 7+ Year Debt Picks 1-3 Year Debt Picks 7.62.0 Jun 19 - Privacy Toggle: Tap to mask your net worth and sensitive values instantly across the app - Watchlist for Mutual Fund smallcases: Track curated MF baskets, monitor performance & fast track your next investment New Mutual Fund smallcases Dividend Yield Fund Picks 7.61.0 Jun 12 - Privacy Toggle: Tap to mask your net worth and sensitive values instantly across the app - Watchlist for Mutual Fund smallcases: Track curated MF baskets, monitor performance & fast track your next investment New Mutual Fund smallcases Dividend Yield Fund Picks 7.60.0 Jun 6 - Privacy Toggle: Tap to mask your net worth and sensitive values instantly across the app - Watchlist for Mutual Fund smallcases: Track curated MF baskets, monitor performance & fast track your next investment New Mutual Fund smallcases Dividend Yield Fund Picks 7.59.1 Jun 3 - Privacy Toggle: Tap to mask your net worth and sensitive values instantly across the app - Watchlist for Mutual Fund smallcases: Track curated MF baskets, monitor performance & fast track your next investment New Mutual Fund smallcases Dividend Yield Fund Picks 7.59.0 May 29 Introducing Wealth Office AI: Ask anything about your finances — or pick from ready-made prompts across Investments, Planning, Net Worth & more. New Stock & ETF smallcases EquiTrading Quant Drone Growth Model CT Defence Compounders Theme Aviation & Aerospace Quant GVSR: Largecap Stocks - Value Buys Fundamental New Mutual Fund smallcases Park Cash - 1 Week Park Cash - 3 Months Park Cash - 6 Months Park Cash - 1 Year Park Cash - 1 Year (Tax-Smart) Gulaq MF Gear 6A Quant CWA Smallcap Fund Picks Quant CWA Midcap Fund Picks Quant CWA Flexicap Fund Picks Quant CWA Largecap Fund Picks Quant CWA Thematic Fund Picks Theme CWA Multiasset Fund Picks Asset Allocation CWA Nifty Next 50 Fund Picks Quant 7.58.0 May 26 New Stock & ETF smallcases - Bharat Tech Infra Tracker - India Energy Backbone Model - India Gas Economy Model - WTCS Aggressive Equity Model - CWA Pharma Nextgen Theme - India Consumption Momentum Stocks Theme - SE Sector Rotation Theme - India Oil & Gas Infra Quant 7.57.0 May 14 New Stock & ETF smallcases - Bharat Tech Infra Tracker - India Energy Backbone Model - India Gas Economy Model - WTCS Aggressive Equity Model - CWA Pharma Nextgen Theme - India Consumption Momentum Stocks Theme - SE Sector Rotation Theme - India Oil & Gas Infra Quant 7.56.0 May 7 New Stock & ETF smallcases - Bharat Tech Infra Tracker - India Energy Backbone Model - India Gas Economy Model - WTCS Aggressive Equity Model - CWA Pharma Nextgen Theme - India Consumption Momentum Stocks Theme - SE Sector Rotation Theme - India Oil & Gas Infra Quant 7.55.0 May 3 New Stock & ETF smallcases - Bharat Tech Infra Tracker - India Energy Backbone Model - India Gas Economy Model - WTCS Aggressive Equity Model - CWA Pharma Nextgen Theme - India Consumption Momentum Stocks Theme - SE Sector Rotation Theme - India Oil & Gas Infra Quant 7.54.0 Apr 24 New Stock & ETF smallcases - Bharat Tech Infra Tracker - India Energy Backbone Model - India Gas Economy Model - WTCS Aggressive Equity Model - CWA Pharma Nextgen Theme - India Consumption Momentum Stocks Theme - SE Sector Rotation Theme - India Oil & Gas Infra Quant 7.53.0 Apr 17

---

Previous Versions

Here you can find the changelog of smallcase - Save & Invest since it was posted on our website on 2021-12-17 07:44:07. The latest version is 7.77.0 and it was updated on 2026-10-18 08:35:24. See below the changes in each version.

---

Related Apps

Here you can find apps that are similar with smallcase - Save & Invest.

---

Disclaimer