Investing in the stock market isn’t just about buying individual stocks anymore. Traditional investing requires you to do:
- Research on each stock,
- Decide allocations,
- Rebalance manually every quarter.
This can be time-consuming, confusing, and stressful.
Enter Smallcase – a ready-made, theme-based investment platform that solves all these problems. It gives you research-backed portfolios, lets you invest with just a few clicks, and even manages your portfolio automatically if you choose. The best part? You can customize your portfolio by adding or removing stocks anytime.
What is Smallcase and How Does It Work?
Smallcase is not a broker or a government platform. It’s a private company that provides theme-based portfolios to investors.
- To invest in Smallcase, you need a Demat account and a broker account (Zerodha, Groww, HDFC Securities, etc.).
- Each portfolio contains pre-selected stocks chosen by experts.
- Ownership of shares is directly in your Demat account, meaning you’re the real owner of each stock.
Example:
Suppose you pick the “Green Energy Smallcase” with 4 stocks: A, B, C, D. You invest ₹10,000, and Smallcase automatically distributes the investment:
- A → ₹3,000
- B → ₹3,000
- C → ₹2,000
- D → ₹2,000
You don’t need to buy each stock manually – Smallcase does it for you!
Auto Rebalance & Customization – The Perfect Combo
The biggest feature of Smallcase is Auto Rebalance.
- Auto ON: Experts periodically update the portfolio. Obsolete stocks are sold, promising new stocks are bought, and allocations automatically adjust.
- Auto OFF: Portfolio updates don’t happen automatically. You can add or remove stocks manually, and any buy/sell must be confirmed by you.
Step-by-Step Example:
- You invest ₹10,000 in Green Energy Smallcase: A=₹3,000, B=₹3,000, C=₹2,000, D=₹2,000.
- Market performance: C is underperforming, E looks promising.
- Auto ON:
- C is sold automatically → E is bought automatically
- A, B, D allocations adjust proportionally
- Your investment continues growing without any action from you
- Auto OFF:
- You remove C manually → you need to confirm the sale
- You add E manually → you need to buy the stock yourself
Tip: Auto ON = Relax mode 🛋️, Auto OFF = Control mode 💪
How Investment & Allocation Works
With Smallcase, you just enter the total amount to invest, and it’s automatically distributed among the pre-defined stocks.
- Auto ON → Experts rebalance according to market changes
- Auto OFF → Allocation stays fixed until you manually change it
Example:
₹10,000 invested →
- A=₹3,000
- B=₹3,000
- C=₹2,000
- D=₹2,000
If Auto ON: C underperforms → sold, E promising → bought, allocation adjusts automatically.
If Auto OFF: same allocation continues until you manually make changes.
This approach saves time, reduces hassle, and ensures strategy-based growth.
Fees Structure
Smallcase has a simple and transparent fee structure:
- Brokerage Charges: Charged by your broker (Zerodha, Groww, etc.), usually negligible for delivery trades.
- Smallcase Platform Fee: 0.25–0.5% per year, covering research, strategy design, and Auto Rebalance.
Example:
₹10,000 invested → Smallcase fee 0.25% = ₹25/year
Broker charges negligible
This means most of your money stays invested, and fees are minimal.
Smallcase vs Mutual Funds vs ETFs
| Feature | Smallcase | Mutual Fund | ETF |
| Ownership | Direct shares | Fund units | ETF units |
| Control | Add/remove stocks anytime | Fund manager decides | Limited |
| Auto Rebalance | Yes | Fund manager decides | Rare |
| Fees | Broker + 0.25–0.5% | Expense ratio 0.5–2% | Low + broker charges |
| Trading | Real-time | Next-day NAV | Market hours like stocks |
Example Scenario:
₹10,000 invested:
- Smallcase → One-click, Auto ON → experts manage, full flexibility + transparency
- Mutual Fund → Manager control, limited transparency, you wait for NAV
- ETF → Low cost, index tracking, less flexibility
Smallcase offers control + flexibility + auto management, something MFs and ETFs don’t provide together.
Real-Life Example – Adding & Removing Stocks
Imagine you invest ₹10,000 in Green Energy Smallcase: A=₹3,000, B=₹3,000, C=₹2,000, D=₹2,000
- Scenario 1 – Auto ON:
- C underperforms → automatically sold
- E promising → automatically bought
- Allocation adjusts, and you just watch your money grow
- Scenario 2 – Auto OFF:
- Remove C → must confirm sale manually
- Add E → buy manually
- Scenario 3 – Partial Manual + Auto ON:
- You remove B manually → Auto ON is active
- Experts adjust remaining shares proportionally
This shows how flexible Smallcase is while still offering automatic management.
Benefits of Smallcase
- Easy & Time-saving: One-click investment, no manual allocation
- Flexible & Transparent: Add/remove stocks anytime, see allocation clearly
- Theme-based Growth: Invest in sectors/strategies you believe in
- Auto Management: Experts rebalance automatically
- Ownership: Direct shares → full control and transparency
Smallcase combines automation + flexibility + ownership, perfect for both beginners and experienced investors.
Who Should Use Smallcase?
- Beginners looking for guidance and structured investing
- Busy professionals who cannot monitor daily
- Long-term growth investors seeking sector/theme-based portfolios
- Investors who want control + flexibility + expert management
Smallcase isn’t just an investment method; it’s the future of smart investing.
- Auto ON = Experts manage your portfolio automatically 🛋️
- Auto OFF = Full control is in your hands 💪
Invest smart, grow smart. With Smallcase, the portfolio is yours, the strategy is by experts, and you can enjoy your tea ☕ while your money works for you!
