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 analyze the different types of available smallcase portfolios and make an informed decision. The same transaction charges make smallcases more lucrative.

What are the benefits of Smallcase?

  • Stocks are held in your Demat account
  • You do not have to pay an expense ratio
  • You get tax benefits on dividends

Access Fee based Smallcase:

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.

How do we start investing with Smallcase?

1. Choose your broker to start investing in Smallcase

5paisa, Angel one, Axis direct, Groww, HDFC Securities,

Kotak Securities, Upstox, Zerodha, Edelweiss, IIFL Securities

Motilal Oswal, TrustLine

2. Charges of Smallcases

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.

3. Account charges

Smallcase does not have any charges associated with account opening or maintenance. Your broker’s charges are not associated with smallcases.

4. Brokerage

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.

5. Other charges

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.

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Smallcase has a very well-crafted portfolio suitable to different investors’ risk profiles, from low risk to highly volatile ones. These portfolios are rebalanced from time to time as per the requirement. With smallcase, portfolio investments have become accessible to all classes of investors.

Smallcase is a unique and valuable tool that can help an investor who has interest and time to keep track of his investments in a basic fashion. For investors who understand the many economic issues and their underlying forces, smallcase makes sense. Smallcase provides a concept-based portfolio investment opportunity, where expert professionals design the portfolio. If you want to be an active investor in a basket of assets, smallcase is just right for you.
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.