smallcase

smallcase is a fintech company founded in 2015 by three IIT Kharagpur graduates, based in India, with a team of over 350 employees. The company operates a technology-driven investment platform that allows retail investors to create diversified, low-cost, long-term portfolios through curated baskets of stocks and exchange-traded funds (ETFs) known as "smallcases." These smallcases are model portfolios centered around specific themes, sectors, or strategies, created by SEBI-registered investment experts. The platform enables direct investment in these portfolios from brokerage or demat accounts, ensuring transparency and customization. smallcase also supports financial advisors and brokers by providing a platform for creating and distributing portfolios, along with detailed analytics. In 2023, the company expanded into asset management by launching India’s only passive-only fund house, focusing on index funds and ETFs. With over 10 million individual investors and partnerships with more than 250 financial institutions, smallcase aims to democratize equity investing in India, making it accessible and straightforward for both retail investors and financial intermediaries.