smallcase

smallcase is an Indian fintech company building an investment platform and financial ecosystem for investors. Its About page says it was founded in July 2015 by three IIT Kharagpur graduates to use technology to introduce a new generation of investors to Indian equity markets. The company says it launched in 2016 and is headquartered in Bangalore. The platform’s central offering is smallcases: ready-made model portfolios of stocks, ETFs and mutual funds curated or managed by investment experts. Its website describes smallcases as managed by SEBI-registered experts and presents stock, ETF and mutual-fund portfolios across different themes and strategies. The site also offers direct mutual funds, fixed deposits, and access to stocks and ETFs through an existing broker account. Its additional tools include portfolio tracking, a wealth-management feature called Wealth Office, and the ability for users to create and track their own smallcases. The company positions itself as an investment-product layer connecting investors with advisors, brokers and other market participants. Its About page describes its products as being used by established brands across the Indian capital-markets landscape. The website presents the service for the Indian market and promotes its app as a way to manage investments in one place. The supplied materials do not identify a parent company, owner, current executives, or the names of the three founders.

smallcase was founded in July 2015 by three IIT Kharagpur graduates. According to the company’s About page, its starting ambition was to use technology to introduce a new generation of investors to Indian equity markets. The company describes itself as a fintech business building a trusted financial ecosystem involving advisors, brokers and other market participants, with products intended for investors and users across India’s capital-markets landscape. The company says it launched in 2016. Its named product concept, smallcases, consists of ready-made model portfolios of stocks, ETFs and mutual funds. The current company homepage presents these portfolios as curated or managed by investment experts and includes examples organized around themes, investment approaches and asset allocation. Beyond these model portfolios, the current offering described on the site includes direct mutual funds, fixed deposits, stock and ETF discovery and investing through an existing broker account, portfolio tracking, and the Wealth Office feature. The site also describes tools for users to create and manage their own smallcases. The company’s About page identifies Bangalore as its headquarters and describes its team as including finance professionals, engineers and designers. It lists investors including Hemendra Kothari, DSP Group, Nithin Kamath, Zerodha, Utpal Sheth, Trust Group and Rare Enterprises. The supplied company materials do not specify the individual founders’ names, a parent company, ownership structure, or a dated sequence of later corporate transactions. The available evidence therefore supports the company’s founding and launch dates and its broad product development, but not a more detailed transaction or leadership chronology.

• 2016

  Launch

• 2015

  Founded in July

An Indian fintech investment platform offering expert-curated portfolios and tools intended to help investors manage investments and build long-term wealth.

• smallcases

  Ready-made model portfolios of stocks, ETFs and mutual funds curated or managed by investment experts.

• Stock Portfolios

  Curated stock playlists that the website says rebalance for users.

• ETF Portfolios

  Diversified strategies using ETFs.

• Mutual Fund Portfolios

  Collections of direct mutual funds from multiple asset management companies.

• Wealth Office

  A tool presented on the website for tracking net worth and managing wealth with AI insights.

1. 1smallcase | Stock & ETF portfolios by investment expertssmallcase.com
2. 2About | smallcasesmallcase.com