smallcase: Stocks, MFs, FDs

smallcase: Stocks, MFs, FDs

Stocks & Mutual Funds App

754 ratings
74 reviews
Free
With Ads

Details

  • Released
  • Updated
  • March 15, 2018
  • June 29, 2026

Features

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About

Invest in diversified model portfolios of stocks, ETFs, and mutual funds for long-term wealth. Explore thematic investing and receive expert rebalance updates. Track net worth and invest in direct mutual funds and fixed deposits.

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

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What's New in smallcase

7.63.0

June 29, 2026

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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Read more about New: Mutual Fund smallcases

New: Mutual Fund smallcases

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User reviews

Unable to place orders through app

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.
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Response from developer

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.

Create own

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 .

Response from developer

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.

iOS widget required urgently

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!
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Information Simplification is needed.

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.

Please don’t fall for this Trap. Invest if you want to loose money

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.
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User experience

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Reported Bugs

16 issues

App crashes on startup and during operations

Bug

Login failures with OTP not being sent

Bug

Session expires too quickly requiring frequent re-login

Bug

Rebalancing orders fail with 'not enough shares' errors

Bug

Insufficient funds errors during rebalancing

Bug

Screen resize issues on iPhone SE3 with unclickable buttons

Bug

App freezes at 'Collecting Ideas' screen

Bug

Repair orders not functioning properly

Bug

Portfolio not syncing with broker accounts

Bug

Stocks sold in broker account not reflecting in app

Bug

Search functionality not working properly

Bug

App becomes unresponsive and slow

Bug

Automatic logouts throughout the day

Bug

Incompatibility with older iOS versions

Bug

Payment gateway connection issues with Zerodha

Bug

Groww integration causing repeated login requirements

Bug

Requested Features

14 requests

iOS widget for quick portfolio viewing

Feature

Ability to prepone/advance SIP dates for market opportunities

Feature

Search functionality within smallcase stock lists

Feature

Dividend tracking and reporting features

Feature

Transaction reports filtered by smallcase

Feature

Download investment and returns reports

Feature

Total fees paid summary

Feature

Multiple account/profile login support

Feature

Apple Watch app version

Feature

Loan tracking and management features

Feature

Better SIP analysis with amount-oriented outcomes

Feature

Direct stock selling from demat account within app

Feature

Limit order feature for stocks

Feature

Complete Zerodha integration for real-time sync

Feature

FAQ

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.