Smallcase is an innovative investment platform based in India that allows investors to buy and sell portfolios of stocks or exchange-traded funds (ETFs) known as "smallcases." It provides an alternative way for retail investors to invest in the stock market by offering pre-selected portfolios of stocks or ETFs based on specific themes, strategies, or investment goals.
Key features of Smallcase:
- Thematic Portfolios: Smallcases are curated and designed around various themes, such as technology, healthcare, banking, dividend stocks, emerging trends, and more. Each smallcase comprises a basket of individual stocks or ETFs that align with a particular investment strategy.
- Diversification: Smallcases are intended to offer diversification benefits to investors as they include multiple stocks or ETFs within a single portfolio. This diversification can help reduce the risk associated with investing in individual stocks.
- Customization: While smallcases come with predefined stocks or ETFs, investors have the flexibility to customize and modify the constituents of a smallcase before investing. They can also add or remove individual stocks or ETFs to suit their preferences.
- Rebalancing: Smallcase portfolios are periodically rebalanced to maintain the desired asset allocation or theme. The rebalancing process ensures that the portfolio remains aligned with its intended investment strategy.
- Transparent Performance: Smallcase provides investors with real-time tracking and transparent performance metrics of their chosen smallcases. Investors can monitor the performance of their investment and make informed decisions accordingly.
