smallcase: Stocks, MFs, FDs 6.26.0

Grow your investment portfolio with readymade stock baskets, mutual funds, and fixed deposits.

smallcase is an all-in-one investment app that enables users to manage their finances effectively. Diversify your investments across various asset classes such as Stock Portfolios, Single Stocks, Mutual Funds, and Fixed Deposits. Monitor all your investments conveniently through a unified platform and even leverage your mutual fund investments to secure a loan.

INVEST ACROSS MULTIPLE ASSETS

• Access smallcases & stocks: Choose from over 500 pre-built stock portfolios tailored to popular themes, sectors, and strategies. Explore themes like Atmanirbhar Bharat, strategies such as Momentum, and sectors like Electric Vehicles. Select a portfolio manager based on their track record and insights for your investment decisions. Discover investment opportunities aligned with various risk profiles and financial goals.
• Direct Mutual Funds: Discover a range of zero-commission direct Mutual Funds for comparison in terms of returns, expense ratio, and volatility.
• Fixed Deposits: Open high-interest Fixed Deposits with returns reaching up to 9.1%. Benefit from DICGC insurance coverage up to 5 lakhs with partner banks like Suryoday, Shivalik, and Utkarsh.

TRACK YOUR INVESTMENTS IN ONE PLACE

• Efficiently import your existing stock and mutual fund investments from multiple platforms for consolidated tracking. Monitor your smallcases, single stocks, and mutual funds within a single interface. Receive an investment score reflecting your discipline and diversification practices.

GET A LOAN AGAINST YOUR MUTUAL FUND INVESTMENTS

Unlock quick access to loans using your Mutual Fund holdings through the smallcase app. Secure funds for short-term needs while keeping your investments intact. Obtain hassle-free loans online within 2 hours at competitive interest rates and enjoy the flexibility of early repayments without additional charges.

GET A PERSONAL LOAN

Fulfill your financial requirements with personal loans offering favorable repayment terms and competitive interest rates.

• Tenure: 6 months to 5 years
• APR: 27%
• Registered Bank (Lender): Aditya Birla Finance Ltd

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

Empower your finances by leveraging the services provided by smallcase. Please note that Equity Investments are subject to market risks; ensure to review all related documents before committing investments. Investors are advised to evaluate all risk factors and seek guidance from financial advisors. Past performance does not guarantee future results. The highlighted smallcases serve as examples and are not recommendations for investment decisions.

To access detailed disclosures, visit: smallcase Disclosures