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Decoding Smallcase Investing 🔨



What is Smallcase?

Smallcase is an online investment platform that allows you to invest in expert-curated baskets of stocks/ETFs. They make it easier to invest for those who don’t have the time or resources to do stock research and build their own portfolio.


When investing with Smallcase, you buy a “smallcase” made up of 10-15 stocks around a theme. For example, if you want to invest in companies that you use on a day-to-day basis, then Rupeeting’s Bread & Butter Portfolio is for you.


You just pick the theme/strategy or like and let the experts do the heavy lifting. Let’s see how you can begin investing in smallcase.


Platforms Available

You can go to smallcase.com to sign up and get started. They also have mobile apps for both Android & IOS. After signing up you will have to do the KYC procedure. You can find Rupeeting’s guide to smallcase KYC here.


Demat Account

Stocks purchased for the smallcase are kept in the investor's Demat account. Investors require a Demat account, a trading account, and a bank account in order to invest in smallcases, which is similar to the requirements for normal stock investing.


All of this is done through your brokerage. You can find the list of supported brokers here. Login into smallcase with the Demat account of your broker.


Choosing The Right One

With the onboarding procedure completed, you’re set to start investing in smallcase. With thousands of options to choose from picking the right smallcase can be quite confusing. Here are a few things to keep in mind:

  • Investment Horizon: The majority of smallcases are designed for long-term investing. Despite this, each will have a different timeline. Make sure your timeline coincides with the Smallcases' when investing.

  • Minimum Investment Amount: Because you directly purchase the stocks with smallcase, the ticket size is typically much higher than with mutual funds. Smallcase also provides ways to begin buying by dividing the purchase across subsequent SIPs if you want to start a SIP.

  • Rebalance Schedule: Rebalancing is the process of changing your position as market conditions change by placing buy and sell orders. Most smallcases rebalance quarterly after the fund managers re-assess and act accordingly.

  • Investment Team: A different advisor oversees the management of each smallcase. Consider the investment team and their level of experience when evaluating a smallcase.

  • Methodology: Smallcases are usually based on a theme. Make sure you fully understand and truly believe in that investment thesis.

How Much Do I Pay?

Smallcase usually doesn’t have an extensive list of fees and hidden charges. It doesn’t even charge an exit load, entry load, etc. You’ll pay fees for buying and selling stocks to your broker. These include brokerage, transaction charges, taxes, etc.

For accessing a smallcase you pay a subscription fee, charged monthly. This can be a flat fee or a percentage of the amount invested, hence do choose your smallcase based on that.


For example, we have a fixed-fee for our Smallcases, which means the more you invest, the less you spend!


Finishing Up!

You are now prepared to start investing in smallcase. Check out our selection of Rupeeting Equity portfolios, which aim to outperform the market while charging the smallest fees.


Our experts have over 50 years of combined investment expertise and have overseen the management of over Rs. 50,000 crore.


So, don't be shy! Click on the link to peruse our menu of affordable investment options!



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