https://v2.webnotes.in/tags/basket-investing/Recent content in Basket Investing on WebNotesHugoen-INWed, 20 May 2026 00:00:00 +0000https://v2.webnotes.in/zerodha-smallcase-free-for-z-customers/Wed, 20 May 2026 00:00:00 +0000https://v2.webnotes.in/zerodha-smallcase-free-for-z-customers/<p><strong>Smallcase</strong> is a basket-investing platform that lets retail clients invest in pre-curated baskets of stocks (typically themed: tech, dividend, momentum, etc.). It is Zerodha-funded via <a href="https://v2.webnotes.in/rainmatter-capital/">Rainmatter Capital</a> . For Zerodha customers, the basic Smallcase platform usage is free; specific advisory smallcases may carry a separate manager fee.</p> <h2 id="what-smallcase-does">What Smallcase does</h2> <p>Smallcase&rsquo;s model:</p> <table> <thead> <tr> <th>Feature</th> <th>Description</th> </tr> </thead> <tbody> <tr> <td>Curated baskets</td> <td>Pre-built portfolios of stocks for a theme or strategy</td> </tr> <tr> <td>One-click invest</td> <td>Buy all constituent stocks proportionally with one click</td> </tr> <tr> <td>Rebalancing</td> <td>Periodic basket-level rebalancing (manager-driven)</td> </tr> <tr> <td>Performance tracking</td> <td>Aggregate view of basket P&amp;L</td> </tr> </tbody> </table> <p>Baskets are curated by:</p>