smallcase vs KMS Smart

smallcase is a great place to put your money to work. We have investment ideas across Indian Stocks & ETFs, Mutual Funds, Fixed Deposits, and for global diversification, US Stocks & ETFs. What makes smallcase stand out from other investment apps is our ‘model portfolios’, also known as ‘smallcases’. These are baskets of Indian Stocks/ETFs, Mutual Funds or US Stocks/ETFs. These smallcases are created by investment experts around an idea like a trending sector (Defence, Pharma, etc.), a theme (AI & Data Centres, Clean Energy, etc.) or a trusted strategy (Momentum, Value & Growth, etc.) To keep your investments fresh, these smallcases are periodically rebalanced by buy/sell recommendations of underlying stocks to keep up with market trends. INVEST IN INDIAN STOCKS & ETFs - Connect your existing broking or demat account, or open a new one. smallcase supports India's top brokers including Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL Securities, Angel One, Motilal Oswal, Axis Direct, Kotak Securities, 5paisa, Alice Blue, Nuvama, and more - Select an idea to invest in like Electric Mobility, and leave the underlying stock picking to experts. They will research across EV manufacturers, charging service providers, battery manufacturers, etc. to find the most suitable for the smallcase - SIP into multiple stocks in one go - Apply rebalance updates periodically to keep your investments fresh INVEST IN US STOCKS & ETFs - Open a free Global Investing Account and fund it via your Indian bank account - Invest in trending ideas unique to US markets like AI Supply Chain, Robotics, Country Rotation, etc. Leave the underlying stock picking to experts. - Since fractional shares are supported, start investing with just $50 - Your investments stay fresh with automated rebalancing when the smallcase manager triggers a buy/sell action of underlying stocks - Invest with confidence via the GIFT City framework, fully compliant with Indian regulations INVEST IN MUTUAL FUNDS - Invest in baskets of direct mutual funds with zero commission - Select an idea like Parking your Savings, Sector Rotation, Flexicap Picks, etc, and leave the selection of underlying mutual funds to experts - SIP into multiple mutual funds at once TRACK YOUR NET WORTH WITH WEALTH OFFICE - Get a 360° view of your finances across stocks, mutual funds, gold, real estate, FDs, EPF, loans, and credit health - Chat with Wealth Office AI to uncover insights about your wealth, forecast your net worth, and get roadmaps for your financial goals GET LOAN AGAINST SECURITIES - Get a loan against your stock and mutual fund investments, without selling them - Avail low interest rates starting at 9.9% p.a. - Repay at any time with no foreclosure charges Tenure: 36 months Maximum Annual Percentage Rate (APR): 13% Registered Non-Banking Financial Company (NBFC) Lenders: - DSP Finance Private Limited - The South Indian Bank Limited - Bajaj Finance Limited 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 INVEST IN FIXED DEPOSITS - Open high-interest FDs with returns up to 8.5% p.a. - Get DICGC insurance up to ₹5 lakhs - Choose from Slice SF, Shivalik SF Bank, and more NOTE: Equity investments are subject to share market risk. Investments in global markets are subject to market, currency, regulatory, and jurisdictional risks. 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 full 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

DISCLAIMER: KnowMySchemes (KMS) is a private, independent platform. It is NOT an official government app and is NOT affiliated with, authorized by, or endorsed by any government entity or political party. DATA SOURCES: All scheme information is sourced from publicly available government portals, including but not limited to: MyScheme (myscheme.gov.in), India.gov.in, and various state-level department websites. Users should verify all details on official government websites before applying. KnowMySchemes — Welfare Intelligence for Citizens Discover welfare schemes personalized for YOU. KnowMySchemes uses advanced AI to help Indian citizens identify which welfare programs they may be eligible for based on their unique profile, occupation, and location. KMS SMART — AI IMPACT ANALYZER Use our AI-powered analyzer to understand potential benefits. Simply describe your profile in your own words — including occupation, location, and income — and get an instant report featuring: Potential eligibility for specific welfare schemes A personalized benefit score and estimated annual benefit amount Step-by-step guides on how to apply Income and earning opportunities relevant to your profile BROWSE 670+ SCHEMES Access a curated database of central and state welfare schemes across Agriculture, Education, Housing, Women Empowerment, Healthcare, and more. INCOME OPPORTUNITIES Proactively identify real earning opportunities based on your skills. Find export markets for farmers, skill programs for artisans, or business grants for entrepreneurs. LATEST POLICY UPDATES Stay informed with updates on welfare policy announcements and budget news relevant to your profile. LANGUAGE SUPPORT English Telugu Hindi kannada PRIVACY & SECURITY Secure OTP-based login 256-bit SSL encryption Fully compliant with the DPDP Act 2023. Your data is never sold. Website: www.knowmyschemes.com Support: support@knowmyschemes.com