Smallcase is a platform that brings together investment advisors and people who wish to invest in portfolios created by experts (Investment Advisors). The facility enables an investor to analyse the different types of available smallcase portfolios and make an informed decision.
While some Smallcase is totally free, some have access fees attached for use. Access fee-based Smallcase provides a detailed view of constituents and alerts on rebalancing requirements. These access fee-based smallcase have different plans just choose and start investment. These fees are charged by the respective investment manager, and vary as per the expertise provided.
By using the filter of All Smallcase, you can view both free and paid options. When choosing a paid Smallcase, there will be an option to buy access for different time intervals with the listed price. When the subscription is chosen, details will be made available for investors to view.
To start investing in Smallcases, an investor has to pay a fee of Rs 100 when starting the first Smallcase. No further fee payment is required (just regular transaction charges) to keep investing in the Smallcase. Apart from this, brokers charge a fee to link your Demat account to the Smallcase.
For example, suppose an investor wants to invest in “All Weather Investing,” a portfolio that invests in equity, gold, and debts and keeps rebalancing as needed to optimize the returns.
Zerodha Smallcase offers a screener plan, which is a paid plan, which comes with different subscription offers for monthly, quarterly, 6 monthly, and annually.
Smallcase does not have any charges associated with account opening or maintenance. Your broker’s charges are not associated with smallcases.
Smallcase does not charge any brokerage. The broking charged on your transaction is as per the agreement you have with your broker. Every broker has its own breakup of broking charges, and smallcase has no part of it.
Charges like security transaction taxes, stamp duty, exchange fee, regulator, and GST are charged per your transactions. These charges generally have a clearly defined structure, and it tends to be the same for everyone. The breakup of the charges can be easily identified in your trade activity reports.
Teji Mandi is a means to access quality Smallcases – we have 2 portfolios on offer for now – Flagship and Multiplier – that cater to your goal-based needs. Gain access to “Affordable PMS” – Start with as low as Rs149/month and embark on your investment journey today.
Choose a suitable portfolio that matches your investment objective
Subscribe to the portfolio & get access to the constituent stocks & weights.
Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.
SEBI Registered Research Analyst: INH000009445
TM Investment Technologies Private Limited Type of Registration: Non-Individual Registration Number: INA000015303, Validity: 5 years (21 Oct 2025)
Address: Motilal Oswal Tower, Rahimtullah Sayani Road, Opp. Parel ST Depot, Prabhadevi, Mumbai – 400 025; Contact details of Principal Officer Name: Raj Vyas Email: [email protected]Contact details of Compliance Officer Name: Pooja Chavan Email: [email protected]SEBI regional/local address SEBI Bhavan BKC, Plot No.C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (East), Mumbai – 400051, Maharashtra, E-mail: [email protected]
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
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