Smallcase (thematic portfolio basket platform)

Mon, 11 May 2026 00:00:00 +0000

Smallcase is a thematic portfolio investment platform operated by Smallcase Technologies Private Limited, accessible at smallcase.com, which allows retail investors to invest in curated baskets of equities or exchange-traded funds (ETFs) aligned to a specific investment theme, sector, factor, or strategy. Smallcase baskets are purchased through a linked brokerage account; Zerodha was the launch broker partner and remains the most deeply integrated broker, with smallcase accessible from within the Kite interface.

Each smallcase is a basket of typically two to fifty or more stocks or ETFs, selected and weighted by a creator who must hold a SEBI registration as either an investment adviser (IA) or a research analyst (RA). When an investor purchases a smallcase, the constituent stocks or ETFs are bought as individual securities and credited to the investor’s demat account, rather than being held in a pooled fund or structured product. The investor directly owns the underlying securities with all associated shareholder rights: dividends, bonus shares, voting rights, buyback eligibility.

Smallcases on Zerodha

Mon, 11 May 2026 00:00:00 +0000

Smallcase is a fintech platform that packages thematic or factor-based equity portfolios (called “smallcases”) for retail investors. Each smallcase is a curated basket of 2 to 50 stocks or ETFs representing a specific investment idea (e.g., rural demand, electric vehicles, banking sector, ESG). Zerodha integrates with smallcase through a technology partnership; smallcase orders are executed through Zerodha’s Kite trading engine. Investors require an active Zerodha account to invest in smallcases through the Zerodha-smallcase integration.

Smallcase on WebNotes

Smallcase (thematic portfolio basket platform)

Smallcases on Zerodha