Smallcase

Showcase your research as smallcases

Create & publish your stock & ETF portfolios as smallcases with past performance, ratios, constituents & related news

1-click Investing for your clients

Enable seamless trades for your clients, without having to open a new account. smallcases can be transacted with India’s largest brokerages

Manage relationships, not operations

Publisher enables KYC checks, collecting payments & reporting so you can focus on managing your clients & their portfolios

“smallcases are an effective, low-cost option to take exposure to high quality strategies”

Alok Jain, Founder,

Build your brand

Publisher helps you build & grow your brand with a website, emails, invoices with your name & logo. Have an app? Embed your smallcases & enable 1-click order placing with the smallcase Gateway

Share personalized research for your top clients

Create & share smallcases privately, personalized for the clients’ requirements

Keep your clients on track

Publisher helps you send automated reminders for rebalances, SIP instalments & more so you engage better with your clients

“smallcase is disrupting the entire Portfolio Management Services industry, and it has enabled us to make well-researched & rewarding strategies available to retail investors at low ticket-sizes.”

Anurag Bhatia, CEO and Head of Investments,

“smallcase is disrupting the entire Portfolio Management Services industry, and it has enabled us to make well-researched & rewarding strategies available to retail investors at low ticket-sizes.”

Anurag Bhatia, CEO and Head of Investments,

“smallcase is disrupting the entire Portfolio Management Services industry, and it has enabled us to make well-researched & rewarding strategies available to retail investors at low ticket-sizes.”

Anurag Bhatia, CEO and Head of Investments,

“smallcase is disrupting the entire Portfolio Management Services industry, and it has enabled us to make well-researched & rewarding strategies available to retail investors at low ticket-sizes.”

Anurag Bhatia, CEO and Head of Investments,

Ready to deliver a great investing experience to your clients?

Switch from excel sheets, mailing lists, whatsapp groups to Publisher

Scale your research & advisory practice

Goodbye spreadsheets, hello Publisher.

Showcase your research as smallcases

1-click Investing for your clients

Manage relationships, not operations

“smallcases are an effective, low-cost option to take exposure to high quality strategies”

Build your brand

Share personalized research for your top clients

Keep your clients on track

“smallcase is disrupting the entire Portfolio Management Services industry, and it has enabled us to make well-researched & rewarding strategies available to retail investors at low ticket-sizes.”

“smallcase is disrupting the entire Portfolio Management Services industry, and it has enabled us to make well-researched & rewarding strategies available to retail investors at low ticket-sizes.”

“smallcase is disrupting the entire Portfolio Management Services industry, and it has enabled us to make well-researched & rewarding strategies available to retail investors at low ticket-sizes.”

“smallcase is disrupting the entire Portfolio Management Services industry, and it has enabled us to make well-researched & rewarding strategies available to retail investors at low ticket-sizes.”

Ready to deliver a great investing experience to your clients?

Frequently Asked Questions

Why smallcases?

What can my client do?

What can I do?