Story of Smallcase

Story of Smallcase 

Amazon recently invested in Zerodha backed 'Smallcase' Fintech startup based in Bangalore, to enter the wealth management sector of India.

Smallcase was started in July 2015, by 3 IIT Graduates Vasanth Kamath, Anugrah Shrivastava, and Rohan Gupta. To introduce a new way of investing in India.

What is a Smallcase?
A Smallcase is a basket of Stocks that may reflect a particular investment theme, idea, or sector.

It was started to introduce a New generation of Investors to the Indian Equity Markets using Technology. 

Smallcase is based on Investing in a basket of stocks or ETFs picked thematically, made SEBI- licensed professionals.
Smallcase Brokerage Partners
1) Axis Direct 
2) Zerodha
3) Angel Broking
4) HDFC Securities
5) Edelweiss Securities
6) 5paisa 
Smallcase Investors 
1) Hemendra Kothari
2) Kunal Shah
3) Nikhil Kamath
4) Utpal Sheth
5) Phanindra Sama
6) Tanmay Bhatt
1) Sequoia Capital 
2) Beenext Ventures
3) HDFC Bank 
4) Blume Ventures
5) Premji Invest 
6) Arkam Ventures
7) WEH Ventures

What are Smallcases ?


Smallcases are modern investment products that help you build a low-cost, long-term & diversified portfolio easily.

Smallcase offers the portfolios. The investing is done via its broker partners like Zerodha, HDFC Securities, Axis Direct, Edelweiss, and 5paisa.

Smallcases are a group of securities that are built on a specific strategy, theme, sector, or idea.

What is Thematic Investing?

It is an investing method, where we can identify significant opportunities or invest in popular trends without extensive research on individual stocks. 

You can Invest in Smallcase through SIP or Lumpsum through your Trading Account and your smallcase will be transferred to your Demat Account. 

Fees and Taxes 
For smallcases of stocks, the taxes are the same as equities - 
1)Long-Term Capital Gains (> 1 year of holding) are 10% of the total gains (if gains for the year exceed ₹1 lakh)
2)Short-Term Capital Gains (< 1 year of holding) is 15% of the total gains. 

Who Manages Smallcases?

Smallcases are created & managed by SEBI-registered professionals like Analysts and Brokers.

Smallcases are created by SEBI-registered professionals using Quantitative models and algorithms. 

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