Smallcase Company Profile, Wiki, Owner, Net Worth, Founder, Products, Logo, Financial Services and more
Smallcase is an Indian company of Financial Services. The company headquarter is in Bangalore, Karnataka, India. It is a financial technology company, focused on democratizing equity investing. It is a portfolio of stocks and/or ETFs, weighted intelligently to track a theme, strategy or objective. It is:
Effortless – single click portfolio execution and rebalancing
Consolidated – tracking at portfolio level
Transparent – complete visibility over holdings
Complete Control – No lock-in; add/remove stocks anytime
|Date of Establishment
|51, 3rd Floor, Le Parc Richmonde,
Richmond Road, Shanthala Nagar,
Richmond Town, Bangalore – 560025
|INR 1 cr – 100cr
|Data not available
Smallcase established in 2015 by Vasanth Kamath. It builds platforms & investment products to invest better in Indian equities. A smallcase is a basket of stocks/ETFs weighted intelligently to reflect an idea.
Publisher platform automates the complete subscription flow: broker authentication that helps with KYC, payment collection, GST compliant invoice generation and relevant emailers (rebalance, subscription confirmation, etc.)
Publisher also acts as an end-to-end subscription management tool with features like auto-unsubscribe after subscription expiry, auto-renewal, reminder emails, etc.
Gateway offers a unified set of APIs & SDKs to bring seamless trading & investing experience in your app or website. It enables linking and trades for largest Indian brokerages with a cumulative account base of over 10 million.
Tickertape provides data, information & content for Indian stocks, ETFs & indices. It Gain insights into the company’s shareholding structure along with historical trends.
Who Owns the Stocks?
The stocks are owned by investors directly in their demat account.
How do I track my Smallcases?
When you buy a smallcase, the portfolio value is set to 100 on the buy day – this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
What is rebalancing?
Rebalancing is the process of reviewing the stocks/ETFs of a smallcase to ensure that it continues to reflect the underlying original idea. It takes into account fundamental factors,company updates, etc. to objectively narrow down on the right stocks/ETFs & their weightage.
Do you get dividends from smallcases?
Dividends for any of the constituent stocks in the smallcase will be credited directly to your bank account.
If you want to know anything else about the Smallcase. Please comment below we will try to provide information.