Scale your research & advisory practice

Delivers a hassle free & completely digital investing experience to your clients

Used by 100+ financial experts & businesses. 

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Complete investment management solution

Replace WhatsApp, CRM, Excel, contract notes, billing software, etc. with a single comprehensive solution

Start

Offer branded & personalized investing experience

  • Build your brand with a beautifully designed and customizable website for clients to access your portfolios

    Build your brand with a beautifully designed and customizable website for clients to access your portfolios

  • Create and manage portfolios digitally through our custom designed module in less than 5 minutes

    Create and manage portfolios digitally through our custom designed module in less than 5 minutes

Great tool that allows customers of our portfolio research services to seamlessly execute with their broker, and to rebalance periodically. Our clients are happy with the simplicity & UX.

Deepak Shenoy

Founder Capitalmind

Manage
Manage

Invest time in research, not operations

  • Complete subscriber management solution on website with billing, payment, risk profiling, broker connect & more

    Complete subscriber management solution on website with billing, payment, risk profiling, broker connect & more

  • Seamless portfolio investing, tracking and management experience for your clients across top brokers

    Seamless portfolio investing, tracking and management experience for your clients across top brokers

smallcases have a lot of advantages over conventional DIY portfolios like 1-click rebalance, back-end accounting of dividends, auto-calculating entry position sizes & no hassle of google sheets

Alok Jain

Grow
Grow

Scale your business with partnerships

  • Get access to in-built referral module and build your own distribution network using the smallcase share platform

    Get access to in-built referral module and build your own distribution network using the smallcase share platform

  • Create and run custom campaigns directly through the Publisher platform to keep your clients engaged

    Create and run custom campaigns directly through the Publisher platform to keep your clients engaged

smallcase deserves applause for transforming the industry. Its user-friendly platform enables us to dedicate more time to research, offering investors a smooth and direct investment journey.

Arvind Kothari

Founder Niveshaay

Join our community of leading financial experts using smallcase Publisher platform

WeekendInvesting
Wright Research
Basant Mahehshwari Investing
Niveshaay

Used by 100+ professionals

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For referrers,

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    Easy Business Tracking

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Frequently asked questions

For Businesses

Who can use the Publisher Platform?
Any SEBI-Registered Research Analyst (RA) can use the Publisher Platform to publish their portfolios as smallcases.
How do I publish my portfolio?

Publishers can publish two types of smallcases:

  1. Public smallcase – The stocks & weights would be visible to any user of our partner brokers after they login with their broker credentials.
  2. Private smallcase – Publishers can control access to their portfolio by publishing a private smallcase. Here, the stocks & weights are visible only to those users who have subscribed to the Publisher’s portfolios.

Information like CAGR, rationale, past-performance is visible to everyone in case of both private & public smallcases, to help them make an informed decision.

In addition to publishing your portfolios as smallcases, you can also add rebalances to them.

Managers also have an option to create a smallcase without prescribing any weights

How will my clients access my portfolios?

All the smallcases published by you (public & private) will be visible on a dedicated website which would have your custom branding & content.

The relevant financial ratios like CAGR, risk-label, past performance for each smallcase would be visible on their respective smallcase profile.

Features

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.)

On the Publisher platform, you will be able to track your client’s performance - Networth & PnL. Furthermore, this info is auto-updated after clients invest in your smallcases and requires no manual inputs.

Publisher also acts as an end-to-end subscription management tool with features like auto-unsubscribe after subscription expiry, auto-renewal, reminder emails, etc.

Supported pricing models

We support two pricing models on our platform:

  1. Flat fee : A fixed upfront amount can be charged for different frequencies i.e. monthly, quarterly, semi-annual and annual. You can also choose the renewal type you want to offer for your plans, we support both one time and auto renewal 
  2. AuA fee: In the AuA model, Managers can charge an annualised fee (percentage of the client’s AuA) billed monthly on their average holdings. AuA fee is only supported on auto-renewals.

For Clients

How are smallcases better?

In conventional portfolios, clients have to punch in trade for each stock and track them individually using the portfolio spreadsheet shared by you as reference. smallcase eliminates this hassle by enabling seamless single-click execution, automated rebalance emailers, order generation, setting up a SIP as well as portfolio tracking.

How do clients subscribe to my services?

For private smallcases, clients can subscribe to your smallcases directly from the website and get instant investment access. For public smallcases, clients can login with their broker credentials and invest in the smallcase on a dedicated smallcase platform inside their broker.

Your existing clients can be provided access to invest in the private smallcases directly through the publisher platform. Also, there is an added functionality where the clients’ current broker holdings can be migrated to smallcases

We have an extensive coverage of partner brokers – Zerodha, HDFC Securities, Axis Direct, Kotak Securities, Alice Blue, 5 Paisa, Edelweiss, IIFL Securities, Trustline and Upstox

Plans & Payments

Through the publisher platform, you can create multiple subscription plans. Your users can subscribe to these plans from the website itself.

Your subscription (advisory) fees paid by the user will be directly settled to your bank account.

How to invest in a smallcase?
A trading & demat account with any of our broker partners is all you need. Once you have subscribed to the smallcase, you will be able to invest in it through your broking account with any of our partner brokers.
Transaction charges

smallcase charges are dependent on the client’s broker. The charges for different brokers can be found here - Zerodha pricing, 5paisa pricing, Axis pricing, Edelweiss pricing, Kotak pricing, HDFC Pricing, Aliceblue pricing, IIFL pricing, Trustline pricing &, Upstox pricing

These charges are separate from the subscription fees that your users will pay.

About smallcase

What is a smallcase?

It is a portfolio of stocks and/or ETFs that tracks 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
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 constituents.

Rebalancing is done by the research team/creator of the smallcase as per its schedule. It is not an automatic process; you would be notified via email when a smallcase you have invested in has a rebalance update available. You can review the changes and apply the update in 2 clicks.

Do you get dividends from smallcases?
Dividends for any of the constituent stocks in the smallcase will be credited directly to your bank account.