Contact Smallcase: Find below customer service details of Smallcase Technologies, including phone and email. Besides contact details, the page also offers a brief overview of the company.
Head Office
Smallcase Technologies Pvt Ltd,
#51, 3rd Floor, Le Parc Richmonde,
Richmond Road, Shanthala Nagar, Richmond Town,
Bangalore – 560025
Customer Service
Email: [email protected]
Email: [email protected]
Phone: nil
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About Smallcase
For those new to investing, Smallcase might just be the right solution. On Smallcase, investors can buy stock portfolios and ETFs with ease, avoid the hassles of timing market, discovering right stocks and knowing rising industries. Founded in 2015, Smallcase Technologies has its headquarters at India’s IT capital, Bengaluru.
The theme-based baskets featured on the Smallcase homepage are curated and created by SEBI-licensed experts. One can buy a portfolio of stocks and track in just two clicks. The index values set on each Smallcase helps one easily track the performance. There are more than 400,000 users registered on the platform. Those already on Zerodha can sign in with the same user credentials. Others can register for a new account on the platform and start a systematic investment plan (SIP) or one time investment. You can pick from the 60+ investment ideas featured on the platform. Pick from thematic, model-based, sectoral or holdings-based. While the thematic can include affordable housing, electric mobility, and GST, model-based include investing strategies like growth, value and income/dividends. Sectoral include IT, banking, metals and pharma.
After choosing a Smallcase, you can confirm the confirm the amount and place an order. Every quarter users will receive rebalance updates. Since you are investing in multiple stocks, you are keeping your investment safe from volatility and other associated risks. Unlike mutual funds, with Smallcase you only pay when you track. And the best part, you hold ownership of the stocks and earn dividends from same. Users have the option to invest by every week, month or quarter.
Any Smallcase must have a minimum of 2 securities and a maximum of 50 securities. As for fees, you are charged a one-time flat fee, along with standard brokerage charges. The website states All Weather Investing and Smart Beta Smallcases are free to buy and sell. There are no lock-in periods as well. Once a Smallcase has been created, users can also add or remove stocks anytime. The same can be done on the web as well as smartphone app.
While the homepage does feature some the popular and trending Smallcases, you can filter baskets of stocks by type, risk, minimum amount, CAGR and 1 year returns. When clicking on a Smallcase, you can read overview, see the stocks and track the past performance. The Methodology section shows how the Smallcase was created. On each Smallcase, also see the minimum investment amount required. All Weather Investing, which is a mix of equities, gold and fixed income ETF, has been one of the popular, with stable returns, lower risk and minimal fees. All Weather Investing Smallcase is rebalanced every quarter. For complaints or queries on registration, cancellation, refund, career, or others, reach the Smallcase support.
