# smallcase - Save & Invest — Stocks & Mutual Funds App

> Investment app for diversified stock, ETF, and mutual fund model portfolios. (iPhone/iPad app by Smallcase Technologies Private Limited.)

- Source: https://appshunter.io/ios/app/smallcase-save-and-invest/id1345309437 (this page in markdown: same URL + `.md`)
- Developer: [Smallcase Technologies Private Limited](https://appshunter.io/developer/1345309436)
- Category: Finance, Utilities
- Price: Free
- Rating: 4.78/5 from 758 App Store ratings · 75 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 134 MB
- Languages: English
- Released: 2018-03-15
- Data updated: 2026-08-26
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/smallcase-save-and-invest/id1345309437/reviews.md

## What is smallcase?

smallcase is a stock and mutual fund investment app that helps you invest in diversified model portfolios for long-term wealth creation. These model portfolios are baskets of stocks, ETFs, and mutual funds, built to reflect a theme, idea, or strategy.

Explore thematic investing ideas such as Electric Vehicles, Momentum Investing, or Precious Metals Tracker - smallcase offers 500+ model portfolios to diversify your equity or debt investments.

All smallcases are created and managed by SEBI-registered investment experts, who offer timely rebalance updates - i.e., buy and/or sell recommendations - for your portfolio.

INVEST IN SMALLCASES
- smallcase gives you access to model portfolios of stocks, ETFs & mutual funds, professionally built for diversification
- Pick a portfolio manager based on experience, investment style & past performance
- Discover model portfolios across risk profiles and goals like retirement, buying property, or trips abroad
- Set up SIPs in a basket of stocks, ETFs, or mutual funds with one tap

Connect to your existing broking/demat account or open a new one to invest in smallcases. smallcase supports India’s top brokers, including Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL Securities, Angel One, Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, Nuvama, and more.

smallcase is integrated with Tickertape - a stock market research and portfolio analysis app that helps you make informed investment decisions. Tickertape is a wholly owned subsidiary of CASE Platforms Pvt. Ltd.

MUTUAL FUND SMALLCASES
You can now invest in Mutual Fund smallcases - professionally managed baskets of direct mutual funds built around strategies, themes, or investment goals. They offer curated investment portfolios with the same diversification and transparency as stock & ETF smallcases.

INVEST IN MUTUAL FUNDS
- Invest in zero-commission, direct mutual funds
- Compare mutual funds by category, past returns, and risk

INVEST IN FIXED DEPOSITS
- Open high-interest FDs with returns up to 8.5%
- Get DICGC insurance up to 5 lakhs
- Choose from multiple banks: Slice SF, Suryoday SF, Shivalik SF, and Utkarsh SF Banks

TRACK AND FORECAST YOUR NET WORTH WITH WEALTH OFFICE
- Get a 360° view of your finances - track stocks, MFs, gold, real estate, FDs, EPF, loans, and credit health - in one place with Wealth Office
- Chat with Wealth Office AI - uncover insights about your wealth, forecast your net worth and get actionable roadmaps for your financial goals
- Import your existing stock and mutual fund investments across multiple broking and finance apps
- Check your investment score and get smart alerts on your portfolio’s performance

GET LOAN AGAINST SECURITIES
- Get a loan against your stocks and mutual funds without selling them
- 100% online, under 2 hours at low interest rates
- Repay the loan at any time without any foreclosure charges

Tenure: 36 months
Maximum Annual Percentage Rate (APR): 13%

Registered Non-Banking Financial Company (NBFC) Lenders:
- Bajaj Finance Ltd
- DSP Finance Ltd

Example:
Interest Rate: 16% p.a.
Tenure: 36 months
Cash to be credited: ₹1,00,000
Processing Fee: ₹2,073
GST: ₹373
Loan Insurance: ₹1,199
Total Loan Amount: ₹1,03,645
EMI: ₹3,644
Total Repayment Amount: ₹1,31,184

NOTE: Equity investments are subject to share market risk. Read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisors before investing. Representations are not indicative of future results. The quoted model portfolios are not recommendatory.
For further disclosures, visit: https://smallcase.com/meta/disclosures

Registered Address: CASE Platforms Private Limited
#51, 3rd Floor, Le Parc Richmonde,
Richmond Road, Shanthala Nagar,
Richmond Town, Bangalore - 560025

## Key features

- Diversified model portfolios
- Thematic investing ideas
- Expert-managed portfolios
- SIPs in stock baskets
- Mutual fund investments
- Fixed deposit investments
- Net worth tracking

## What do users think of smallcase?

Overall sentiment: mixed

**Pros**

- 👍 Easy-to-use interface and intuitive design
- 💡 Innovative concept of curated stock baskets (smallcases)
- 🎯 Helps beginners navigate stock market investing
- 🔗 Smooth integration with brokers like Zerodha
- 📊 Good portfolio management and visualization features
- ⚡ One-click execution for rebalancing and investing
- 🏆 Excellent customer support (when responsive)
- 🎓 Educational insights into stock strategies and analysis

**Cons**

- 💸 High subscription fees that often outweigh returns
- 📉 Poor investment performance and significant losses reported
- 🐛 Frequent app crashes and freezing issues
- 🔐 Persistent login and authentication problems
- ⏱️ Session timeouts and automatic logouts
- 🚫 Rebalancing errors and technical glitches
- 📱 UI/UX inconsistencies and navigation difficulties
- 💬 Inconsistent and unresponsive customer support
- 🔗 Poor broker integration (especially with Groww and Upstox)
- 🤔 Lack of transparency regarding hidden charges and fees
- 📊 Misleading performance metrics and CAGR calculations
- ⚠️ Fund manager competency concerns

**Commonly reported bugs**

- App crashes on startup and during operations
- Login failures with OTP not being sent
- Session expires too quickly requiring frequent re-login
- Rebalancing orders fail with 'not enough shares' errors
- Insufficient funds errors during rebalancing
- Screen resize issues on iPhone SE3 with unclickable buttons
- App freezes at 'Collecting Ideas' screen
- Repair orders not functioning properly
- Portfolio not syncing with broker accounts
- Stocks sold in broker account not reflecting in app
- Search functionality not working properly
- App becomes unresponsive and slow
- Automatic logouts throughout the day
- Incompatibility with older iOS versions
- Payment gateway connection issues with Zerodha
- Groww integration causing repeated login requirements

**Most requested features**

- iOS widget for quick portfolio viewing
- Ability to prepone/advance SIP dates for market opportunities
- Search functionality within smallcase stock lists
- Dividend tracking and reporting features
- Transaction reports filtered by smallcase
- Download investment and returns reports
- Total fees paid summary
- Multiple account/profile login support
- Apple Watch app version
- Loan tracking and management features
- Better SIP analysis with amount-oriented outcomes
- Direct stock selling from demat account within app
- Limit order feature for stocks
- Complete Zerodha integration for real-time sync

## Recent user reviews (10 of 75)

All indexed reviews: https://appshunter.io/ios/app/smallcase-save-and-invest/id1345309437/reviews.md

### 1/5 — Disappointed!!

*2026-08-14*

I have been doing monthly and quarterly SIPs in smallcases for the last 2–3 years and was perfectly fine paying ₹10 + GST for each SIP transaction. But now the SIP format has been changed and rebranded as “Investment Reminder” under the “Invest More” category, where the fee is ₹100 + GST per transaction. That is a shocking 10× increase!

Even worse, automated SIPs no longer offer the quarterly option, and the minimum SIP amount has effectively become the minimum investment amount of the smallcase. How is an average investor expected to invest ₹50,000–₹90,000 or more every month in a single smallcase?

These changes seriously undermine the convenience and affordability that made smallcase attractive in the first place. I have been a long-term user, but this is making me lose trust in the platform. Very disappointing and honestly sad to see such a drastic change.

**Developer response:** Hi Ashutosh,
Please share your details with us at support@smallcase.com. Our team will be happy to connect with you over a call and assist you further.

### 3/5 — Unable to place orders through app

*2026-01-06*

Whenever I try to place an order through app, such as buy or rebalance, it takes me through the browser then it performs the login using my broker app, and then goes to browser again and then never makes it to Smallcase app again. I am left with the NativeBrokerLogin screen with an error message, ‘Unable to redirect’. But if i perform the whole flow on browser it works.

**Developer response:** Hi,
We regret the inconvenience you had to face. For better assistance please share your information with support@smallcase.com. We will be happy to assist you.

### 5/5 — Create own

*2025-12-21*

I wanted to build my own smallcase from nifty 50 stocks using stock screener on phone but it did not work. Selected all fifty with nifty 50 filter then clicked on create small case .

**Developer response:** Hi,

We’ve noted your feedback about creating a smallcase using Nifty 50 stocks on the mobile screener. Please write to support@smallcase.com with your registered contact details and a brief summary of the issue, and our team will review it and assist you further.

Thanks again for taking the time to share your experience.

### 3/5 — iOS widget required urgently

*2025-11-09, version 7.29.0*

Hi Team, Fabulous application. That said where is the iOS widget - you need to make one just like Kite - Zerodha - this makes seeing daily movement and portfolio amount super easy and convenient. Please I am begging you guys just get the widget online already ! We are in Nov 2025 and we are not getting any younger.

3/5 star the missing 2 stars is for lagging behind in widget / convenience!

### 4/5 — Information Simplification is needed.

*2025-10-01, version 7.19.0*

Personal Opinion:

Every information that is showcased should have a connecting root and how this is leading to appreciation.

Right now I was not able to understand what rebalancing we were trying to achieve.

### 1/5 — Please don’t fall for this Trap. Invest if you want to loose money

*2025-09-12, version 7.19.0*

After paying fees of more than 20k in the past 1 year. My portfolio
Is down by more than 2.8 lakhs. I don’t understand the strategies and analysts knowledge of the market. My total loss on all the investments is more than 3 lakhs. I do not recommend this even after paying fees you are still at huge loss. It’s better to invest according to our knowledge of the market.

### 4/5 — Transaction

*2025-09-04, version 7.19.0*

Not clear how transactions charge will be deducted. Where to deposit money, in broker’s account or in your platform. Amount which is  reflecting in your platform is lying where? Would you like to clear these questions please? Chatbot is not sufficient to answer these details. Thanks

### 3/5 — UI sessions expires too quick

*2025-07-31, version 7.16.0*

Integration with Groww is very bad. You need to login into groww multiple times. Even sometimes session gets logged out. Also if you want to manage smallcase it’s difficult to locate stocks. No search is provided if you have like 50 stocks in the list.

### 4/5 — Repair orders not working

*2025-04-21*

I have been trying to repair orders from past months but none of them is working properly. Even there is no option to upgrade the app. Please look into to it and provide resolution.

**Developer response:** Hi Abhishek - Sorry for the inconvenience. Please write to us at help@smallcase.com with your details and we'll look into it immediately.

### 5/5 — Third class app

*2025-04-07*

The only thing they suppose to do is to manage technical stuff. That's being and selling order. Every time there is a rebalance I am not able to do it because of technical glitch. And every time somebody else comes and give me the same advice. Clear cache etc. Frustrating.

## Frequently asked questions about smallcase

### What is smallcase?

smallcase is an investment app that allows you to invest in diversified model portfolios. These portfolios are curated baskets of stocks, ETFs, and mutual funds designed to reflect specific themes, strategies, or investment goals. They are managed by SEBI-registered experts who provide timely rebalance updates.

### What types of investments can I make with smallcase?

You can invest in stock and ETF smallcases, which are professionally built model portfolios. Additionally, you can invest in Mutual Fund smallcases, which are curated baskets of direct mutual funds. The app also facilitates investments in fixed deposits and offers loans against securities.

### How much does smallcase cost?

The app itself is free to download and use for tracking your net worth and exploring investment options. While there are no direct charges for the app's core features, specific investment products like mutual funds may have associated costs or fees depending on the provider and type of investment.

### What are the benefits of using smallcase for investing?

smallcase offers diversification through professionally managed model portfolios, saving you the effort of individual stock selection. You gain access to expert insights and rebalance updates, and can easily set up SIPs in baskets of assets. The app also provides a consolidated view of your net worth across various assets.

### Can I connect my existing brokerage account to smallcase?

Yes, smallcase supports integration with many of India's top brokers. You can connect your existing broking/demat account to invest directly through the app. This allows you to manage your investments seamlessly within the smallcase platform.

## Version history (last 5 releases)

### 7.70.0 — 2026-08-20

Invest beyond Indian markets into themes like AI, Robotics, Genomics: We are now rolling out early access to US stock & ETF smallcases on the app.

### 7.69.0 — 2026-08-18

New FAQ section: Find answers to common questions across smallcases

### 7.68.0 — 2026-08-08

SIP details at a glance: Now, check the amount & next due date of your MF smallcases SIP in the 'Manage your smallcase' section


New Stock & ETF smallcases
Dynamic Sector Rotation Theme
CWA NanoCaps Quant
Variant Perception Portfolio Model
FINZ Defence Basket Theme

### 7.67.0 — 2026-08-03

Search AI: Finding the right investing idea is now easier with Search AI chat. Ask questions, explore themes & discover relevant smallcases using simple prompts.

New Stock & ETF smallcases

Nirivantes Core Opportunities Model
Nirivantes Prime Momentum Smart Beta
Nirivantes Breakout Edge Smart Beta
Super Stories Fundamental

### 7.66.0 — 2026-07-24

Search AI: Finding the right investing idea is now easier with Search AI chat. Ask questions, explore themes & discover relevant smallcases using simple prompts.

New Stock & ETF smallcases

Nirivantes Core Opportunities Model
Nirivantes Prime Momentum Smart Beta
Nirivantes Breakout Edge Smart Beta
Super Stories Fundamental

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## More apps by Smallcase Technologies Private Limited

- [creditcase: Mutual Fund Loans](https://appshunter.io/ios/app/creditcase-mutual-fund-loans/id6752245760)

All apps by Smallcase Technologies Private Limited: https://appshunter.io/developer/1345309436

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-26.*