smallcase

Overview

smallcase is a fintech company founded in 2015 by three IIT Kharagpur graduates, based in India. The company operates a technology-driven investment platform that enables retail investors to create diversified, low-cost, long-term portfolios through curated baskets of stocks and exchange-traded funds (ETFs) called "smallcases."

These model portfolios are centered around specific themes, sectors, or strategies and are created by SEBI-registered investment experts. The platform allows direct investment from brokerage or demat accounts, with transparency and options for customization. In 2023, smallcase expanded into asset management by launching India’s only passive-only fund house focused on index funds and ETFs. With over 10 million individual investors and partnerships with more than 250 financial institutions, the platform aims to democratize equity investing in India for both retail investors and financial intermediaries.

Basic Information

Contact Details

• Phone: +91 90633 09052
• Website: smallcase.com
• LinkedIn: linkedin.com/company/smallcase

Key Focus Areas & Initiatives

• Investing
• Financial services
• Personal finance
• Financial technology
• Stocks
• Fintech platform
• Retail investors
• Curated portfolios
• Thematic investing
• Sectoral portfolios
• Strategy-based investing
• Rule-based construction
• SEBI-registered professionals
• Investment management
• Diversified portfolios
• Low-cost investing
• Digital transactions
• DIY investing
• Active portfolio management
• Investment strategies
• Market trends
• Financial ecosystem
• Investment insights
• User-friendly platform
• Investment tracking
• Thematic stock baskets
• Young investors
• Digital natives
• Investment education
• Portfolio rebalancing
• Indian stock market
• Investment opportunities
• Customer engagement
• Financial advisory
• Market analysis
• Investment performance
• Risk management
• Online brokerage
• Investment diversification
• User experience
• Financial planning
• Investment accessibility
• Customer satisfaction
• Investment returns
• Investment philosophy
• Fintech
• Investment products
• Smallcases
• Equity markets
• Themed investing
• ETFs
• Investment advisors
• Market insights
• Portfolio management
• SIP investments
• Pre-built baskets
• Automated rebalancing
• Customer experience
• Investment tools
• Tracking investments
• Loan against mutual funds
• Credit offerings
• Digital investment platforms
• Wealth management
• Demand forecasting
• Capital markets
• Data analysis
• User engagement
• API integration
• Trading platform
• Broker partnerships
• Financial analytics
• Subscription models
• Tailored portfolios
• Mobile investing
• Transaction fees
• Equity research
• Stock selection
• Portfolio diversification
• Real-time data
• Investment management solutions
• Performance metrics
• Financial regulations
• Compliance
• Investing education
• Risk profiling
• B2B
• B2C
• B2B2C
• D2C
• Services
• Retail
• Finance technology
• Information technology & services
• Financial consulting
• Consulting
• Management consulting
• UX
• Data analytics

Technologies Used

• AI
• Adobe Media Optimizer
• Amazon AWS
• Amazon SES
• Apache
• Atlassian Cloud
• Bootstrap Framework
• Cedexis Radar
• DoubleClick
• DoubleClick Conversion
• DoubleClick Floodlight
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Freshdesk
• Gmail
• Google AdSense
• Google AdWords Conversion
• Google Analytics
• Google Apps
• Google Dynamic Remarketing
• Google Font API
• Google Play
• Google Tag Manager
• Helpscout
• Hotjar
• Intercom
• Linkedin Marketing Solutions
• Microsoft Office 365
• Mixpanel
• Mobile Friendly
• Nginx
• React Redux
• Render
• Reviews
• Route 53
• Taboola
• Twitter Advertising
• Typeform
• Varnish
• Vimeo
• WordPress.org
• YouTube

Affiliated Organizations & Regional Branches